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: 22
💰 Total AUM: 41,024 Cr

Best performing Sectoral Fund - Consumption

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
SBI Consumption Opp Fund	3,259.42	0.91	5.37%	14.74%	25.00%
Nippon India Consumption Fund	2,800.98	0.55	3.28%	15.88%	24.24%
Mirae Asset Great Consumer Fund	4,632.32	0.41	3.89%	18.11%	22.80%
ICICI Pru Bharat Consumption Fund	3,273.31	1.08	2.17%	17.52%	21.52%
Canara Rob Consumer Trends Fund	1,999.83	0.80	3.90%	16.76%	21.51%
Tata India Consumer Fund	2,530.67	0.72	2.08%	18.82%	21.41%
Baroda BNP Paribas India Consumption Fund	1,530.09	0.64	3.52%	16.81%	20.72%
Mahindra Manulife Consumption Fund	563.32	0.64	2.24%	16.58%	20.57%
Aditya Birla SL Consumption Fund	6,362.98	0.77	4.29%	15.25%	20.56%
Sundaram Consumption Fund	1,589.62	1.32	4.20%	16.65%	19.97%

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Overview of Sectoral Fund - Consumption

SBI Consumption Opp Fund

AUM
₹ 3,259.42 Cr.
Expense Ratio
0.91%
5Y CAGR
25%

Performance

The fund's annualised performance has been 16.35% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.43% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 44.3% along with the largest allocation towards Packaged Foods & Meats at 11.33%.

Nippon India Consumption Fund

AUM
₹ 2,800.98 Cr.
Expense Ratio
0.55%
5Y CAGR
24.24%

Performance

The fund's annualised performance has been 14.55% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.91% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 69.38% along with the largest allocation towards Four Wheelers at 16.22%.

Mirae Asset Great Consumer Fund

AUM
₹ 4,632.32 Cr.
Expense Ratio
0.41%
5Y CAGR
22.8%

Performance

The fund's annualised performance has been 18.11% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.68% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 67.68% along with the largest allocation towards Four Wheelers at 15.69%.

ICICI Pru Bharat Consumption Fund

AUM
₹ 3,273.31 Cr.
Expense Ratio
1.08%
5Y CAGR
21.52%

Performance

The fund's annualised performance has been 16.82% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.79% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 65.9% along with the largest allocation towards Four Wheelers at 13.36%.

Canara Rob Consumer Trends Fund

AUM
₹ 1,999.83 Cr.
Expense Ratio
0.8%
5Y CAGR
21.51%

Performance

The fund's annualised performance has been 17.36% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.63% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 63.11% along with the largest allocation towards Four Wheelers at 10.04%.

Tata India Consumer Fund

AUM
₹ 2,530.67 Cr.
Expense Ratio
0.72%
5Y CAGR
21.41%

Performance

The fund's annualised performance has been 18.34% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.07% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 47.22% along with the largest allocation towards Retail - Online at 11.63%.

Baroda BNP Paribas India Consumption Fund

AUM
₹ 1,530.09 Cr.
Expense Ratio
0.64%
5Y CAGR
20.72%

Performance

The fund's annualised performance has been 19.38% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.46% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 62.82% along with the largest allocation towards Four Wheelers at 13.27%.

Mahindra Manulife Consumption Fund

AUM
₹ 563.32 Cr.
Expense Ratio
0.64%
5Y CAGR
20.57%

Performance

The fund's annualised performance has been 14.61% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.66% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 60.07% along with the largest allocation towards Four Wheelers at 9.84%.

Aditya Birla SL Consumption Fund

AUM
₹ 6,362.98 Cr.
Expense Ratio
0.77%
5Y CAGR
20.56%

Performance

The fund's annualised performance has been 17.34% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.59% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 65.34% along with the largest allocation towards Private Banks at 11.51%.

Sundaram Consumption Fund

AUM
₹ 1,589.62 Cr.
Expense Ratio
1.32%
5Y CAGR
19.97%

Performance

The fund's annualised performance has been 15.39% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.09% vs its category average of 12.95%.

Composition

Large Cap makes up for the majority of the fund at 73.26% along with the largest allocation towards Four Wheelers at 13.08%.

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.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.