Home Mf Research Axis Consumption Fund Regular Plan Growth

AXIS CONSUMPTION FUND - Regular Plan - Growth

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  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI
Fund info
NAV (as on 2025-07-18)
9.41 -0.53%
AUM (Fund Size)
75
Expense Ratio
1.86%
Exit load
If redeemed / switched-out within 12 months from the date of allotment - For 10% of investment: Nil; For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil
Risk
N/A
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,010.74
1.07 %
Two Week 2025-07-03 ₹1,000.00 ₹994.71
-0.53 %
One Month 2025-06-18 ₹1,000.00 ₹1,027.29
2.73 %
Three Months 2025-04-21 ₹3,000.00 ₹3,066.33
2.21 %
Six Months 2025-01-20 ₹6,000.00 ₹6,272.06
4.53 %
Since Inception 2024-09-12 ₹11,000.00 ₹11,088.32
0.80 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 66%
Debt 2%
Others 0%

Sectors Holding in AXIS CONSUMPTION FUND - Regular Plan - Growth

Telecom - Services
9%
Diversified FMCG
9%
Automobiles
12%
Retailing
10%
Consumer Durables
5%
Transport Services
2%
Food Products
4%
Agricultural Food & Other Products
2%
Beverages
3%
Personal Products
2%
Healthcare Services
2%
Leisure Services
1%
Banks
2%
Power
1%
Textiles & Apparels
1%
Chemicals & Petrochemicals
1%
Pharmaceuticals & Biotechnology
0%
Household Products
0%
Realty
0%
Capital Markets
0%
Cement & Cement Products
0%
Insurance
0%
Finance
0%
Petroleum Products
0%
Commercial Services & Supplies
0%
Other
2%

Companies Holding in AXIS CONSUMPTION FUND - Regular Plan - Growth

Bharti Airtel Limited
9.56%
ITC Limited
5.57%
Hindustan Unilever Limited
4.64%
Mahindra & Mahindra Limited
4.36%
Eternal Limited
4.18%
Titan Company Limited
4.04%
Maruti Suzuki India Limited
3.74%
InterGlobe Aviation Limited
2.85%
Britannia Industries Limited
2.45%
Tata Consumer Products Limited
2.35%
Varun Beverages Limited
2.32%
TVS Motor Company Limited
2.27%
Trent Limited
2.19%
Bajaj Auto Limited
2.12%
Nestle India Limited
2.10%
Godrej Consumer Products Limited
2.04%
Avenue Supermarts Limited
2.01%
Max Healthcare Institute Limited
1.88%
United Spirits Limited
1.85%
The Indian Hotels Company Limited
1.78%
HDFC Bank Limited
1.66%
ICICI Bank Limited
1.59%
Tata Power Company Limited
1.53%
Berger Paints (I) Limited
1.33%
Hero MotoCorp Limited
1.26%
Page Industries Limited
1.14%
Arvind Fashions Limited
1.13%
Vishal Mega Mart Limited
1.10%
Apollo Hospitals Enterprise Limited
1.10%
Pidilite Industries Limited
1.02%
Cipla Limited
0.98%
Fortis Healthcare Limited
0.98%
PG Electroplast Limited
0.88%
Doms Industries Limited
0.88%
Chalet Hotels Limited
0.87%
Havells India Limited
0.85%
Jubilant Foodworks Limited
0.80%
Marico Limited
0.79%
Info Edge (India) Limited
0.77%
Krishna Institute Of Medical Sciences Limited
0.71%
DLF Limited
0.70%
Sapphire Foods India Limited
0.66%
Vijaya Diagnostic Centre Limited
0.63%
HDFC Asset Management Company Limited
0.58%
Rainbow Childrens Medicare Limited
0.56%
UltraTech Cement Limited
0.54%
Eicher Motors Limited
0.52%
HDFC Life Insurance Company Limited
0.51%
Jyothy Labs Limited
0.50%
P N Gadgil Jewellers Limited
0.50%
Bharti Hexacom Limited
0.49%
Anant Raj Limited
0.49%
Bajaj Finance Limited
0.49%
Reliance Industries Limited
0.49%
ITC Hotels Limited
0.45%
Blue Star Limited
0.45%
V-Mart Retail Limited
0.42%
Devyani International Limited
0.36%
PNB Housing Finance Limited
0.32%
Dixon Technologies (India) Limited
0.30%
Asian Paints Limited
0.25%
Dabur India Limited
0.24%
Go Fashion (India) Limited
0.21%
NTPC Limited
0.20%
Voltas Limited
0.18%
International Gemmological Institute India Ltd
0.16%
Sun Pharmaceutical Industries Limited
0.14%
Colgate Palmolive (India) Limited
0.14%
Lupin Limited
0.13%
Kalyan Jewellers India Limited
0.08%
Vedant Fashions Limited
0.02%
Torrent Power Limited
0.02%
Power Grid Corporation Of India Limited
0.01%
Clearing Corporation Of India Ltd
2.43%
Net Receivables / (Payables)
0.11%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.86
Expense Ratio Direct
0.44
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A

Exit load

If redeemed / switched-out within 12 months from the date of allotment - For 10% of investment: Nil; For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil

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