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Home Mf Research Axis Consumption Fund Regular Plan Growth
AXIS MUTUAL FUND

AXIS CONSUMPTION FUND - Regular Plan - Growth

Equity Equity Sectoral Thematic
Fund House : AXIS MUTUAL FUND
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI
NAV (as on 2025-06-20)
9.27 1.31%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-13 ₹1,000.00 ₹1,016.45
1.64 %
Two Week 2025-06-05 ₹1,000.00 ₹1,003.25
0.32 %
One Month 2025-05-21 ₹1,000.00 ₹1,008.71
0.87 %
Three Months 2025-03-24 ₹3,000.00 ₹3,056.58
1.89 %
Six Months 2024-12-23 ₹6,000.00 ₹6,159.68
2.66 %
Since Inception 2024-09-12 ₹10,000.00 ₹9,942.40
-0.58 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Bharti Airtel Limited Telecom - Services Equity 9.56
ITC Limited Diversified FMCG Equity 5.57
Hindustan Unilever Limited Diversified FMCG Equity 4.64
Mahindra & Mahindra Limited Automobiles Equity 4.36
Eternal Limited Retailing Equity 4.18
Titan Company Limited Consumer Durables Equity 4.04
Maruti Suzuki India Limited Automobiles Equity 3.74
InterGlobe Aviation Limited Transport Services Equity 2.85
Britannia Industries Limited Food Products Equity 2.45
Tata Consumer Products Limited Agricultural Food & other Products Equity 2.35
Varun Beverages Limited Beverages Equity 2.32
TVS Motor Company Limited Automobiles Equity 2.27
Trent Limited Retailing Equity 2.19
Bajaj Auto Limited Automobiles Equity 2.12
Nestle India Limited Food Products Equity 2.10
Godrej Consumer Products Limited Personal Products Equity 2.04
Avenue Supermarts Limited Retailing Equity 2.01
Max Healthcare Institute Limited Healthcare Services Equity 1.88
United Spirits Limited Beverages Equity 1.85
The Indian Hotels Company Limited Leisure Services Equity 1.78
HDFC Bank Limited Banks Equity 1.66
ICICI Bank Limited Banks Equity 1.59
Tata Power Company Limited Power Equity 1.53
Berger Paints (I) Limited Consumer Durables Equity 1.33
Hero MotoCorp Limited Automobiles Equity 1.26
Page Industries Limited Textiles & Apparels Equity 1.14
Arvind Fashions Limited Retailing Equity 1.13
Vishal Mega Mart Limited Retailing Equity 1.10
Apollo Hospitals Enterprise Limited Healthcare Services Equity 1.10
Pidilite Industries Limited Chemicals & Petrochemicals Equity 1.02
Cipla Limited Pharmaceuticals & Biotechnology Equity 0.98
Fortis Healthcare Limited Healthcare Services Equity 0.98
PG Electroplast Limited Consumer Durables Equity 0.88
Doms Industries Limited Household Products Equity 0.88
Chalet Hotels Limited Leisure Services Equity 0.87
Havells India Limited Consumer Durables Equity 0.85
Jubilant Foodworks Limited Leisure Services Equity 0.80
Marico Limited Agricultural Food & other Products Equity 0.79
Info Edge (India) Limited Retailing Equity 0.77
Krishna Institute Of Medical Sciences Limited Healthcare Services Equity 0.71
DLF Limited Realty Equity 0.70
Sapphire Foods India Limited Leisure Services Equity 0.66
Vijaya Diagnostic Centre Limited Healthcare Services Equity 0.63
HDFC Asset Management Company Limited Capital Markets Equity 0.58
Rainbow Childrens Medicare Limited Healthcare Services Equity 0.56
UltraTech Cement Limited Cement & Cement Products Equity 0.54
Eicher Motors Limited Automobiles Equity 0.52
HDFC Life Insurance Company Limited Insurance Equity 0.51
Jyothy Labs Limited Household Products Equity 0.50
P N Gadgil Jewellers Limited Consumer Durables Equity 0.50
Bharti Hexacom Limited Telecom - Services Equity 0.49
Anant Raj Limited Realty Equity 0.49
Bajaj Finance Limited Finance Equity 0.49
Reliance Industries Limited Petroleum Products Equity 0.49
ITC Hotels Limited Leisure Services Equity 0.45
Blue Star Limited Consumer Durables Equity 0.45
V-Mart Retail Limited Retailing Equity 0.42
Devyani International Limited Leisure Services Equity 0.36
PNB Housing Finance Limited Finance Equity 0.32
Dixon Technologies (India) Limited Consumer Durables Equity 0.30
Asian Paints Limited Consumer Durables Equity 0.25
Dabur India Limited Personal Products Equity 0.24
Go Fashion (India) Limited Retailing Equity 0.21
NTPC Limited Power Equity 0.20
Voltas Limited Consumer Durables Equity 0.18
International Gemmological Institute India Ltd Commercial Services & Supplies Equity 0.16
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology Equity 0.14
Colgate Palmolive (India) Limited Personal Products Equity 0.14
Lupin Limited Pharmaceuticals & Biotechnology Equity 0.13
Kalyan Jewellers India Limited Consumer Durables Equity 0.08
Vedant Fashions Limited Retailing Equity 0.02
Torrent Power Limited Power Equity 0.02
Power Grid Corporation of India Limited Power Equity 0.01
Clearing Corporation of India Ltd - Debt 2.43
Net Receivables / (Payables) - - 0.11
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
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
  • Fund manager(s) : -
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : equity

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