Equity Sector Funds Very High Risk
To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors.
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 | -1.58% | -2.24% | -9.62% | -11.45% | -5.41% | 0% | 0% | 0% | 0% | 0% | -7.49% |
| Category returns | -1.53% | 0.5% | -7.74% | -10.16% | -5.41% | -0.43% | 9.16% | 11.71% | 11.32% | 12.78% | N/A |
| Absolute returns | -4.3% | -0.91% | -8.64% | -12.25% | -6.97% | 0% | 0% | 0% | 0% | 0% | -13.3% |
| Rank within category | 12 | 20 | 15 | 13 | 10 | 16 | 13 | 13 | 13 | 10 | N/A |
| Total Schemes in Category | 25 | 25 | 23 | 20 | 20 | 15 | 12 | 12 | 12 | 9 | N/A |
| Sector Funds | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | 0% | -10.37% |
| Q1 returns | N/A | -9.44% | -15.98% |
| Q2 returns | N/A | 8.82% | 6.67% |
| Q3 Returns | N/A | 0.95% | N/A |
| Q4 Returns | -5.58% | 0.52% | N/A |
Expense ratio: 1.94%
Inclusive of GST
Exit load
NIL for 10% of investment and 1% for remaining investment on or before 90D, Nil after 90D
| Alpha | -0.281476 |
| Beta | 0.929 |
| Sharpe Ratio | -0.259486 |
| Sortino Ratio | -0.382403 |
| R-Squared | 0.9255 |
| Tracking Error | 1.1843 |
| Downside Risk | 21.8232 |
| Std. Deviation (Annualised) | 14.9327 |
| 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 | -0.9% | 5.96% | -3.53% | -5.62% | 0.16% | 13.82% | 13.67% | 15.65% | 15.14% | 2,590.64 | 1.70 | 0.19 | Very High |
| ICICI Prudential Bharat Consumption Fund - Regular Plan - Growth | -2.12% | 0.04% | -8.22% | -9.94% | -5% | 11.5% | 12.98% | 0% | 12.73% | 3,064.88 | 1.67 | 0.16 | Very High |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth | -1.22% | 0.14% | -8.42% | -10.92% | -3.99% | 10.7% | 12.71% | 14.74% | 15.3% | 4,455.50 | 1.62 | 0.12 | Very High |
| Canara Robeco Consumption Fund - Regular Plan - Growth | -2.16% | -2.46% | -10.01% | -9.52% | -7.32% | 10.16% | 11.43% | 14.55% | 14.82% | 1,901.16 | 1.77 | 0.13 | Very High |
| Nippon India Consumption Fund - Growth | -2.24% | -0.27% | -9.71% | -12.99% | -7.76% | 10.07% | 13.21% | 12.37% | 14.26% | 2,442.86 | 1.98 | 0.13 | Very High |
| UTI India Consumer Fund - Regular Plan - Growth | -2.02% | -1.57% | -9.29% | -9.73% | -4.15% | 9.76% | 9.96% | 10.61% | 9.36% | 663.73 | 2.56 | 0.11 | Very High |
| Sundaram Consumption Fund - Growth | -2.74% | -1.97% | -11.85% | -13.61% | -9.68% | 9.76% | 10.67% | 11.26% | 11.39% | 1,427.62 | 2.14 | 0.12 | Very High |
| Baroda BNP Paribas India Consumption Fund - Regular Plan - Growth | -2.66% | -2.7% | -10.08% | -11.96% | -6.05% | 9.73% | 10.75% | 0% | 14.67% | 1,419.16 | 1.83 | 0.12 | Very High |
| Mahindra Manulife Consumption Fund - Regular Plan - Growth | -2.04% | -1.4% | -9.62% | -11.13% | -5.44% | 9.27% | 10.28% | 0% | 10.19% | 503.73 | 2.10 | 0.11 | Very High |
| Axis Consumption Fund - Regular Plan - Growth Current | -1.58% | -2.24% | -9.62% | -11.45% | -5.41% | 0% | 0% | 0% | -7.49% | 2,869.48 | 1.94 | -0.25 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 99.82% |
| Cash & Cash Equivalents and Net Assets | 0.13% | |
| Preference Shares | 0.05% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Telecom - Services | 9.17% | |
| Automobiles | 21.51% | |
| Retailing | 11.70% | |
| Consumer Durables | 11.56% | |
| Diversified FMCG | 7.17% | |
| Beverages | 5.32% | |
| Transport Services | 4.01% | |
| Healthcare Services | 6.56% | |
| Food Products | 4.54% | |
| Agricultural Food & other Products | 3.60% | |
| Power | 2.12% | |
| Leisure Services | 4.19% | |
| Personal Products | 2.18% | |
| Chemicals & Petrochemicals | 1.24% | |
| Household Products | 1.17% | |
| Finance | 1.02% | |
| Textiles & Apparels | 0.69% | |
| Banks | 0.65% | |
| Commercial Services & Supplies | 0.65% | |
| Realty | 0.45% | |
| Others | 0.18% | |
| Cement & Cement Products | 0.34% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 8.57% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 6.71% |
| Eternal Ltd. | Retailing | Domestic Equities | 6.07% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 5.97% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 5.09% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 4.63% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 3.60% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 3.55% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 3.27% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 3.23% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 3.15% |
| Nestle India Ltd. | Food Products | Domestic Equities | 2.99% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 2.60% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 2.46% |
| Trent Ltd. | Retailing | Domestic Equities | 2.16% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 2.08% |
| Tata Power Company Ltd. | Power | Domestic Equities | 1.83% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 1.75% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 1.71% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 1.55% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 1.42% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 1.36% |
| United Spirits Ltd. | Beverages | Domestic Equities | 1.34% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 1.33% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 1.29% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 1.25% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.24% |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 1.17% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 1.13% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 1.02% |
| Arvind Fashions Ltd. | Retailing | Domestic Equities | 0.95% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 0.82% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.81% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.74% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.70% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.69% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 0.65% |
| Wework India Management Ltd. | Commercial Services & Supplies | Domestic Equities | 0.65% |
| Sapphire Foods India Ltd. | Leisure Services | Domestic Equities | 0.63% |
| Travel Food Services Ltd. | Leisure Services | Domestic Equities | 0.61% |
| Bharti Hexacom Ltd. | Telecom - Services | Domestic Equities | 0.60% |
| Rainbow Children's Medicare Ltd. | Healthcare Services | Domestic Equities | 0.57% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.52% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.50% |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.49% |
| Dabur India Ltd. | Personal Products | Domestic Equities | 0.48% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.47% |
| DLF Ltd. | Realty | Domestic Equities | 0.45% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 0.44% |
| TBO Tek Ltd. | Leisure Services | Domestic Equities | 0.39% |
| Devyani International Ltd. | Leisure Services | Domestic Equities | 0.37% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 0.35% | |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.34% |
| Colgate-Palmolive (India) Ltd. | Personal Products | Domestic Equities | 0.33% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.32% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.31% |
| NTPC Ltd. | Power | Domestic Equities | 0.28% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 0.21% |
| 6% TVS Motor Co Non Conv Rede Pref Shares 01SEP26 | Preference Shares | 0.05% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -0.23% | |
| Total | 100.00% |
Hitesh Das is Equity Fund Manager at Axis AMC. Hitesh Das is Equity Fund Manager at Axis AMC.He joined Axis AMC as an Equity Research Analyst in 2015, and later in 2019, was elevated to the post of Fund Manager. Previously, Hitesh was working with Barclays Capital (2012-2015). Hitesh started his career with Credit Suisse India as an Equity Research Analyst in 2011.Qualification:- Dual Degree (B. Tech + M. Tech) from IIT Bombay and a Post Graduate Diploma in Management from IIM Lucknow.
Krishnaa joined Axis AMC in 2021 as a Research Analyst. In 2024, she was recently elevated to the position of Fund Manager for Foreign Securities.She is the fund manager for the Axis Global Innovation Fund of Fund, Axis NASDAQ 100 Fund of Fund, Axis US Treasury Dynamic Bond ETF Fund of Fund among many others. She began her career with Price Waterhouse Coopers in their Corporate and International Tax Division in 2019.
AMC
RETURNS
It is an Open ended scheme that primarily invests in Sector Funds.
To provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors.
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: -7.1%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹8.64 (approx.) for the Axis Consumption Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹2,755 Cr.
The expense ratio for the Regular Plan is 1.94.
NIL for 10% of investment and 1% for remaining investment on or before 90D, Nil after 90D.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. 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 managers: Hitesh Das, Krishnaa N
This fund is suitable for investors with a Very High risk tolerance.
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