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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 72.32 | -3.03 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.45 | 71.46 | 1.67 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty India Consumption - TRI |
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Consumption Fund(IDCW) | — | — | — |
Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 20.95% | 7.40% | 10.11% |
Mirae Asset Great Consumer Fund(IDCW) | 21.82% | 9.79% | 15.11% |
SBI Consumption Opp Fund(IDCW-Payout) | 35.84% | 23.11% | 14.90% |
Actual
Target
Sep 2024
Sep 2024
Sep 2024
Equity
Others
Holdings
8.55 %
Holdings
5.79 %
Holdings
5.03 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,27,100.57 Cr.
Shreyash Devalkar
AUM: ₹1,41,168.82 Cr.
|
Exp: 5yrs
Hitesh Das
AUM: ₹56,884.97 Cr.
|
Exp: 6yrs
Krishnaa N
AUM: ₹1,46,300.90 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%