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Axis Consumption Fund(IDCW)

IDCW
EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 4,461 Cr
Very High RiskPrinciple investment will be at very high risk
9.500.00% (+0.00)

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0.00%
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EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 4,461 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.3672.32-3.03
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4571.461.67

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investments and 1% for remaining on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty India Consumption - TRI

About Sectoral Fund - Consumption

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.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Consumption
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife 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%

Price Comparison

Compare Axis Consumption Fund(IDCW) with any MF, ETF, stock or index
Compare Axis Consumption Fund(IDCW) with any MF, ETF, stock or index
Axis Consumption Fund(IDCW)
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Asset Allocation

Actual

Target

Sep 2024

ACTUAL
Cash & EquivalentsEquity30.03%69.97%

Sep 2024

Tickertape Separator

Sector Distribution

+19 moreRetail - SpecialityFMCG - Household ProductsTelecom ServicesTwo WheelersInvestment Banking & Brokerage41.21 %6.13 %6.61 %8.63 %8.91 %28.51 %

Sep 2024

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Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 24N/AN/AN/AN/AN/A28.51%
Investment Banking & Brokerage as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 8.55 %

    Holdings

    8.55 %

    8.55 %
  • Bajaj Auto Limited
    BAJAJ-AUTO
    3M change : 5.79 %

    Holdings

    5.79 %

    5.79 %
  • Mahindra and Mahindra Ltd
    M&M
    3M change : 5.03 %

    Holdings

    5.03 %

    5.03 %

AMC Profile

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.

Fund Manager Profile

Shreyash Devalkar

AUM:  ₹1,41,168.82 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Hitesh Das

AUM:  ₹56,884.97 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Krishnaa N

AUM:  ₹1,46,300.90 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

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Tax Implications

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%

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