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 and risk appetite.
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -4.84% | -5.56% | -2.48% | -7.97% | -13.14% | -6.23% | N/A | N/A | N/A | N/A | -6.62% |
| Category returns | -4.22% | -3.89% | 0.48% | -2.66% | -10.46% | -6.36% | 6.06% | 8.1% | 7.67% | 11.48% | N/A |
| Absolute returns | -4.84% | -5.56% | -2.48% | -7.97% | -13.14% | -12.08% | N/A | N/A | N/A | N/A | -13.4% |
| Rank within category | 21/25 | 21/25 | 18/25 | 21/24 | 18/20 | 9/16 | N/A | N/A | N/A | N/A | N/A |
| Sector Funds | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | 0% | -10.17% |
| Q1 returns | N/A | -9.44% | -15.98% |
| Q2 returns | N/A | 8.82% | 11.6% |
| Q3 returns | N/A | 0.95% | -3.43% |
| Q4 returns | -5.58% | 0.52% | -0.8% |
NIL for 10% of investment and 1% for remaining investment on or before 90D, Nil after 90D
| Alpha | -0.182367 |
| Beta | 0.9385 |
| Sharpe Ratio | -0.225146 |
| Sortino Ratio | -0.340475 |
| R-Squared | 0.9346 |
| Tracking Error | 1.1016 |
| Downside Risk | 23.531 |
| Std. Deviation (Annualised) | 14.89 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Consumption Fund - Regular Plan - Growth | -6.14% | -2.53% | 2.8% | 1.13% | -4.88% | 12.2% | N/A | N/A | 12.4% | 1,697.52 | 2.20 | 0.15 | Very High |
| Tata India Consumer Fund - Regular Plan - Growth | -3.65% | -1.95% | 4.96% | 4.18% | -2.16% | 11.19% | 10.24% | 14.6% | 15% | 2,723.26 | 2.12 | 0.13 | Very High |
| Canara Robeco Consumption Fund - Regular Plan - Growth | -3.59% | -3.82% | -1.09% | -5.18% | -9.42% | 7.9% | 8.15% | 13.2% | 14.56% | 1,872.23 | 2.17 | 0.06 | Very High |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth | -4.31% | -3.68% | -0.68% | -3.4% | -10.44% | 7.26% | 9.16% | 13.55% | 14.97% | 4,455.33 | 2.05 | 0.06 | Very High |
| UTI India Consumer Fund - Regular Plan - Growth | -4.69% | -5.1% | -2.06% | -6.36% | -10.76% | 7.22% | 6.04% | 9.78% | 9.17% | 678.01 | 2.42 | 0.06 | Very High |
| ICICI Prudential Bharat Consumption Fund - Regular Plan - Growth | -4.48% | -4.48% | -1.84% | -4.71% | -10.82% | 6.64% | 9.5% | N/A | 12.01% | 3,048.60 | 2.13 | 0.05 | Very High |
| Baroda BNP Paribas India Consumption Fund - Regular Plan - Growth | -3.98% | -4.24% | -2.66% | -7.16% | -12.07% | 6.47% | 7.08% | N/A | 13.91% | 1,354.15 | 2.42 | 0.04 | Very High |
| Nippon India Consumption Fund - Growth | -4.75% | -5.2% | -2.05% | -6.34% | -12.66% | 6.18% | 8.99% | 11.09% | 13.99% | 2,255.30 | 2.19 | 0.04 | Very High |
| Mahindra Manulife Consumption Fund - Regular Plan - Growth | -4.87% | -4.78% | -2.79% | -6.77% | -12.3% | 6.12% | 7.96% | N/A | 9.56% | 452.65 | 2.64 | 0.04 | Very High |
| Axis Consumption Fund - Regular Plan - Growth Current | -4.84% | -5.56% | -2.48% | -7.97% | -13.14% | N/A | N/A | N/A | -6.62% | 2,360.37 | 2.16 | -0.23 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 9.16% |
| Eternal Ltd. | Retailing | Domestic Equities | 8.56% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 6.96% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 5.25% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 3.93% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 3.48% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 3.47% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 3.34% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 2.59% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 2.48% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 2.46% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 2.37% |
| Trent Ltd. | Retailing | Domestic Equities | 2.35% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 2.23% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 2.07% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 2.06% |
| United Spirits Ltd. | Beverages | Domestic Equities | 1.91% |
| Nestle India Ltd. | Food Products | Domestic Equities | 1.90% |
| Tata Power Company Ltd. | Power | Domestic Equities | 1.83% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 1.68% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 1.57% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 1.51% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 1.40% |
| PVR Inox Ltd. | Entertainment | Domestic Equities | 1.37% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 1.36% |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 1.31% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 1.27% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 1.14% |
| Arvind Fashions Ltd. | Retailing | Domestic Equities | 1.12% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 1.01% |
| Sapphire Foods India Ltd. | Leisure Services | Domestic Equities | 1.00% |
| TBO Tek Ltd. | Leisure Services | Domestic Equities | 1.00% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.95% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 0.93% |
| ITC Hotels Ltd. | Leisure Services | Domestic Equities | 0.86% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.79% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.77% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.75% |
| Bharti Hexacom Ltd. | Telecom - Services | Domestic Equities | 0.72% |
| Travel Food Services Ltd. | Leisure Services | Domestic Equities | 0.70% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.65% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.60% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.60% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.60% |
| Devyani International Ltd. | Leisure Services | Domestic Equities | 0.60% |
| Rainbow Children's Medicare Ltd. | Healthcare Services | Domestic Equities | 0.58% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.55% | |
| Voltas Ltd. | Consumer Durables | Domestic Equities | 0.55% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 0.54% |
| KFin Technologies Ltd. | Capital Markets | Domestic Equities | 0.53% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 0.53% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 0.49% | |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 0.33% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 0.31% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.27% |
| Wework India Management Ltd. | Commercial Services & Supplies | Domestic Equities | 0.23% |
| Physicswallah Ltd. | Other Consumer Services | Domestic Equities | 0.22% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.21% |
| DLF Ltd. | Realty | Domestic Equities | 0.00% |
| 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.
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