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Sectoral Fund - Consumption

Sectoral funds are the equity fund that invests the money of investors in businesses belonging to the same industry or sector. These funds let investors take exposure in specific sectors of the economy by putting all their money in companies of the same sector.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 25
  • 💰 Total AUM: 35,928 Cr

Best performing Sectoral Fund - Consumption

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Consumption Fund2,185.890.692.84%14.51%17.20%
Tata India Consumer Fund2,261.070.806.51%18.41%17.11%
SBI Consumption Opp Fund2,644.070.952.45%12.38%16.86%
Mirae Asset Great Consumer Fund4,018.270.441.84%15.10%16.20%
ICICI Pru Bharat Consumption Fund2,768.821.141.60%14.97%16.16%
Canara Rob Consumption Fund1,704.800.870.03%14.73%15.11%
Baroda BNP Paribas India Consumption Fund1,301.420.650.80%14.62%14.62%
Aditya Birla SL Consumption Fund5,477.910.781.27%13.44%14.28%
Mahindra Manulife Consumption Fund456.350.780.81%14.25%14.16%
Sundaram Consumption Fund1,293.621.233.41%13.94%14.16%

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Overview of Sectoral Fund - Consumption

Nippon India Consumption Fund
  • AUM
    ₹ 2,185.89 Cr.
  • Expense Ratio
    0.69%
  • 5Y CAGR
    17.2%
Performance
The fund's annualised performance has been 13.36% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.61% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 69.09% along with the largest allocation towards Four Wheelers at 14.73%.
Tata India Consumer Fund
  • AUM
    ₹ 2,261.07 Cr.
  • Expense Ratio
    0.8%
  • 5Y CAGR
    17.11%
Performance
The fund's annualised performance has been 17.08% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.36% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 50.47% along with the largest allocation towards Packaged Foods & Meats at 13.58%.
SBI Consumption Opp Fund
  • AUM
    ₹ 2,644.07 Cr.
  • Expense Ratio
    0.95%
  • 5Y CAGR
    16.86%
Performance
The fund's annualised performance has been 15.22% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.13% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 48.58% along with the largest allocation towards Packaged Foods & Meats at 13.35%.
Mirae Asset Great Consumer Fund
  • AUM
    ₹ 4,018.27 Cr.
  • Expense Ratio
    0.44%
  • 5Y CAGR
    16.2%
Performance
The fund's annualised performance has been 16.74% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.43% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 66.1% along with the largest allocation towards Four Wheelers at 13.27%.
ICICI Pru Bharat Consumption Fund
  • AUM
    ₹ 2,768.82 Cr.
  • Expense Ratio
    1.14%
  • 5Y CAGR
    16.16%
Performance
The fund's annualised performance has been 14.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.23% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 63.06% along with the largest allocation towards FMCG - Household Products at 10.33%.
Canara Rob Consumption Fund
  • AUM
    ₹ 1,704.80 Cr.
  • Expense Ratio
    0.87%
  • 5Y CAGR
    15.11%
Performance
The fund's annualised performance has been 16.05% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.9% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 62.19% along with the largest allocation towards Packaged Foods & Meats at 10.18%.
Baroda BNP Paribas India Consumption Fund
  • AUM
    ₹ 1,301.42 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    14.62%
Performance
The fund's annualised performance has been 16.94% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.05% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 60.92% along with the largest allocation towards Four Wheelers at 12.23%.
Aditya Birla SL Consumption Fund
  • AUM
    ₹ 5,477.91 Cr.
  • Expense Ratio
    0.78%
  • 5Y CAGR
    14.28%
Performance
The fund's annualised performance has been 16.01% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.12% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 64.56% along with the largest allocation towards Private Banks at 11.3%.
Mahindra Manulife Consumption Fund
  • AUM
    ₹ 456.35 Cr.
  • Expense Ratio
    0.78%
  • 5Y CAGR
    14.16%
Performance
The fund's annualised performance has been 12.52% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.37% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 58.46% along with the largest allocation towards Retail - Speciality at 10.38%.
Sundaram Consumption Fund
  • AUM
    ₹ 1,293.62 Cr.
  • Expense Ratio
    1.23%
  • 5Y CAGR
    14.16%
Performance
The fund's annualised performance has been 13.9% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.91% vs its category average of 14.66%.
Composition
Large Cap makes up for the majority of the fund at 75.68% along with the largest allocation towards Four Wheelers at 13.24%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

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