Equity Sector Funds Very High Risk
The objective of the scheme is to target growth of capital by investing in equity/ equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their
products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 9.39% | -2.44% | -9.57% | -6.39% | -3.09% | 2.88% | 12.45% | 10.93% | 12.77% | 14.23% | 15.57% |
| Category returns | 10.88% | 0.12% | -8.76% | -5.14% | -1.51% | 2.43% | 12.46% | 11.45% | 13.48% | 13.76% | N/A |
| Absolute returns | -3.17% | -5.24% | -10.78% | -9.34% | -6.76% | 2.55% | 32.27% | 54.88% | 69.16% | 278.27% | 1869.2% |
| Rank within category | 23 | 24 | 16 | 14 | 13 | 7 | 10 | 9 | 9 | 5 | N/A |
| Total Schemes in Category | 25 | 24 | 22 | 20 | 20 | 15 | 12 | 12 | 12 | 9 | N/A |
| Sector Funds | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 7.43% | 39.4% | -1.55% | 14.56% | 14.59% | 29.73% | 5.09% | 25.18% | 17.46% | 4.28% | -10.23% |
| Q1 returns | -4.92% | 16.52% | -5.67% | 3.01% | -25.2% | 5.33% | -2.69% | -5.13% | 2.17% | -6.22% | -16.07% |
| Q2 returns | 11.81% | 4.89% | 3.21% | 1.41% | 16.98% | 9.23% | -5.88% | 14.81% | 12.35% | 10.45% | 6.95% |
| Q3 Returns | 11.54% | 4.3% | -4.79% | 3.71% | 6.24% | 13.66% | 15.57% | 4.7% | 13.32% | -0.61% | N/A |
| Q4 Returns | -9.39% | 9.36% | 6.2% | 5.74% | 23.27% | -0.79% | -0.72% | 9.77% | -9.7% | 1.29% | N/A |
Expense ratio: 1.57%
Inclusive of GST
Exit load
1% on or before 30D, Nil after 30D
| Alpha | -0.229118 |
| Beta | 0.9305 |
| Sharpe Ratio | 0.120353 |
| Sortino Ratio | 0.206215 |
| R-Squared | 0.9297 |
| Tracking Error | 1.0778 |
| Downside Risk | 21.2364 |
| Std. Deviation (Annualised) | 13.8224 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tata India Consumer Fund - Regular Plan - Growth | 14.29% | 2.21% | -5.8% | -1.47% | 4.07% | 17.14% | 15.35% | 16.24% | 15.36% | 2,261.07 | 2.04 | 0.21 | Very High |
| ICICI Prudential Bharat Consumption Fund - Regular Plan - Growth | 10.77% | -0.08% | -8.72% | -4.54% | -0.17% | 14% | 14.95% | 0% | 13.19% | 2,768.82 | 2.04 | 0.18 | Very High |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth | 10.66% | 0.52% | -9.42% | -5.28% | -0.06% | 13.8% | 14.55% | 15.52% | 15.49% | 4,018.27 | 1.85 | 0.16 | Very High |
| Nippon India Consumption Fund - Growth | 11.35% | -0.09% | -9.81% | -7.04% | -4.71% | 13.47% | 15.63% | 13.1% | 14.45% | 2,185.89 | 2.03 | 0.15 | Very High |
| Canara Robeco Consumption Fund - Regular Plan - Growth | 11.17% | -1.23% | -9.06% | -6.65% | -1.9% | 13.43% | 13.27% | 15.56% | 15.04% | 1,704.80 | 2.10 | 0.16 | Very High |
| Sundaram Consumption Fund - Growth | 10.84% | -1.09% | -11.64% | -7.48% | -4.69% | 13.29% | 13.11% | 12.43% | 11.61% | 1,293.62 | 2.20 | 0.16 | Very High |
| Baroda BNP Paribas India Consumption Fund - Regular Plan - Growth | 9.01% | -1.39% | -8.95% | -5.01% | -3.31% | 13.23% | 12.93% | 0% | 15.22% | 1,301.42 | 2.09 | 0.16 | Very High |
| UTI India Consumer Fund - Regular Plan - Growth | 10.36% | -0.72% | -8.89% | -3.14% | -0.33% | 12.91% | 11.89% | 11.45% | 9.5% | 609.19 | 2.47 | 0.15 | Very High |
| Mahindra Manulife Consumption Fund - Regular Plan - Growth | 9.78% | -1.1% | -9.87% | -5.05% | -1.68% | 12.58% | 12.26% | 0% | 10.6% | 456.35 | 2.41 | 0.15 | Very High |
| Aditya Birla Sun Life Consumption Fund - Regular Plan - Growth Current | 9.39% | -2.44% | -9.57% | -6.39% | -3.09% | 12.45% | 12.77% | 14.23% | 15.57% | 5,477.91 | 1.83 | 0.15 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
0.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| 0.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% |
He has an overall experience of around 21 years in financial markets of which 11 years is with ABSLAMC. Prior tojoining ABSLAMC, he has worked with Aditya Birla Retail Limited. (February 2007 - May 2008) and Aditya Birla Management Corporation Ltd. (December 2005 - February 2007) in the areas of Strategy and Corporate Finance.
RETURNS
It is an Open ended scheme that primarily invests in Sector Funds.
The objective of the scheme is to target growth of capital by investing in equity/ equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their
products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.
The scheme benchmark is the Nifty India Consumption - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: -6.76%
3-year: 9.76%
5-year: 11.08%
Top holdings include names such as:
The NAV is around ₹196.92 (approx.) for the Aditya Birla Sun Life Consumption Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹5,996 Cr.
The expense ratio for the Regular Plan is 1.57.
1% on or before 30D, Nil after 30D.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹1000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund manager: Chanchal Khandelwal
This fund is suitable for investors with a Very High risk tolerance.
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