Axis Consumption Fund Direct Plan - Growth
Axis Asset Management Company Ltd. · Direct Plan · Growth
Fund overview
NIL for 10% of investment and 1% for remaining investment on or before 90D, Nil after 90D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹942 | +-58 |
| 3 Years | ₹1,000 | ₹835 | +-165 |
| 5 Years | ₹1,000 | ₹741 | +-259 |
Calculated using the fund's annualised return since inception (-5.8% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
57 securitiesTop 10 holdings make up 46.7% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Bharti Airtel Ltd | Telecom - Services | Large Cap | 9.16% |
| Zomato Ltd | Retailing | Large Cap | 8.56% |
| Mahindra & Mahindra Ltd | Automobiles & Components | Large Cap | 6.96% |
| Titan Company Ltd | Consumer Durables | Large Cap | 5.25% |
| Maruti Suzuki India Ltd | Automobiles & Components | Large Cap | 3.93% |
| Asian Paints Ltd | Consumer Durables | Large Cap | 3.48% |
| Apollo Hospitals Enterprises Ltd | Healthcare Services | Large Cap | 3.47% |
| Interglobe Aviation Ltd | Transport Services | Large Cap | 3.34% |
| Varun Beverages Ltd | Beverages | Large Cap | 2.59% |
| Tata Consumer Products Ltd | Agricultural Food & Other Products | Large Cap | 2.48% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹2,360 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹2,336 Cr
Exit load, stamp duty & tax
12-Sep-24
NIL for 10% of investment and 1% for remaining investment on or before 90D, Nil after 90D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
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.
Fund house
Axis Asset Management Company Ltd.
Frequently asked questions
What is the NAV of Axis Consumption Fund Direct Plan - Growth?
The NAV of Axis Consumption Fund Direct Plan - Growth is ₹8.81 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Axis Consumption Fund Direct Plan - Growth?
The expense ratio charged by Axis Consumption Fund Direct Plan - Growth is 0.89%.
What is the Min. SIP of Axis Consumption Fund Direct Plan - Growth?
The minimum SIP investment in Axis Consumption Fund Direct Plan - Growth is ₹500 per month.
What is the Min. Lumpsum of Axis Consumption Fund Direct Plan - Growth?
The minimum lumpsum investment in Axis Consumption Fund Direct Plan - Growth is ₹100.
What is the Exit Load of Axis Consumption Fund Direct Plan - Growth?
The exit load for Axis Consumption Fund Direct Plan - Growth is: NIL for 10% of investment and 1% for remaining investment on or before 90D, Nil after 90D
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