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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: 37,027 Cr

Best performing Sectoral Fund - Consumption

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Consumption Fund2,512.370.602.36%14.01%15.87%
SBI Consumption Opp Fund2,644.070.943.99%12.28%15.43%
Mirae Asset Great Consumer Fund4,018.270.443.77%15.74%15.08%
ICICI Pru Bharat Consumption Fund2,768.821.112.09%14.57%14.88%
Tata India Consumer Fund2,261.070.764.45%17.55%14.84%
Canara Rob Consumer Trends Fund1,950.030.821.99%14.88%13.87%
Baroda BNP Paribas India Consumption Fund1,455.460.640.13%15.05%13.65%
Mahindra Manulife Consumption Fund456.350.761.52%14.56%13.46%
Aditya Birla SL Consumption Fund5,477.910.781.74%13.91%13.19%
Sundaram Consumption Fund1,457.551.211.72%14.17%12.71%

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Overview of Sectoral Fund - Consumption

Nippon India Consumption Fund
  • AUM
    ₹ 2,512.37 Cr.
  • Expense Ratio
    0.6%
  • 5Y CAGR
    15.87%
Performance
The fund's annualised performance has been 13.04% 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 14.46%.
Composition
Large Cap makes up for the majority of the fund at 69.28% along with the largest allocation towards Four Wheelers at 15.08%.
SBI Consumption Opp Fund
  • AUM
    ₹ 2,644.07 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    15.43%
Performance
The fund's annualised performance has been 14.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.08% vs its category average of 14.46%.
Composition
Large Cap makes up for the majority of the fund at 49.67% 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
    15.08%
Performance
The fund's annualised performance has been 16.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.32% vs its category average of 14.46%.
Composition
Large Cap makes up for the majority of the fund at 68.22% along with the largest allocation towards Four Wheelers at 14.04%.
ICICI Pru Bharat Consumption Fund
  • AUM
    ₹ 2,768.82 Cr.
  • Expense Ratio
    1.11%
  • 5Y CAGR
    14.88%
Performance
The fund's annualised performance has been 13.96% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.1% vs its category average of 14.46%.
Composition
Large Cap makes up for the majority of the fund at 62.24% along with the largest allocation towards FMCG - Household Products at 10.54%.
Tata India Consumer Fund
  • AUM
    ₹ 2,261.07 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    14.84%
Performance
The fund's annualised performance has been 16.42% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.03% vs its category average of 14.46%.
Composition
Large Cap makes up for the majority of the fund at 52.99% along with the largest allocation towards Packaged Foods & Meats at 13.58%.
Canara Rob Consumer Trends Fund
  • AUM
    ₹ 1,950.03 Cr.
  • Expense Ratio
    0.82%
  • 5Y CAGR
    13.87%
Performance
The fund's annualised performance has been 15.8% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.94% vs its category average of 14.46%.
Composition
Large Cap makes up for the majority of the fund at 62.15% along with the largest allocation towards Packaged Foods & Meats at 10.24%.
Baroda BNP Paribas India Consumption Fund
  • AUM
    ₹ 1,455.46 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    13.65%
Performance
The fund's annualised performance has been 16.67% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.6% vs its category average of 14.46%.
Composition
Large Cap makes up for the majority of the fund at 68.49% along with the largest allocation towards Four Wheelers at 14.53%.
Mahindra Manulife Consumption Fund
  • AUM
    ₹ 456.35 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    13.46%
Performance
The fund's annualised performance has been 12.06% 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 14.46%.
Composition
Large Cap makes up for the majority of the fund at 61.2% along with the largest allocation towards Four Wheelers at 10.29%.
Aditya Birla SL Consumption Fund
  • AUM
    ₹ 5,477.91 Cr.
  • Expense Ratio
    0.78%
  • 5Y CAGR
    13.19%
Performance
The fund's annualised performance has been 15.82% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.68% vs its category average of 14.46%.
Composition
Large Cap makes up for the majority of the fund at 64.01% along with the largest allocation towards Private Banks at 12.12%.
Sundaram Consumption Fund
  • AUM
    ₹ 1,457.55 Cr.
  • Expense Ratio
    1.21%
  • 5Y CAGR
    12.71%
Performance
The fund's annualised performance has been 13.67% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.33% vs its category average of 14.46%.
Composition
Large Cap makes up for the majority of the fund at 73.71% along with the largest allocation towards Four Wheelers at 13.72%.
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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