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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: 23
  • 💰 Total AUM: 42,882 Cr

Best performing Sectoral Fund - Consumption

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Consumption Fund2,800.980.552.03%16.21%21.78%
SBI Consumption Opp Fund3,259.420.925.84%14.37%21.49%
Mirae Asset Great Consumer Fund4,769.480.413.08%17.64%20.62%
Canara Rob Consumer Trends Fund1,999.830.793.47%16.79%19.67%
Tata India Consumer Fund2,660.160.690.17%18.86%19.36%
ICICI Pru Bharat Consumption Fund3,273.311.092.89%17.26%19.10%
Baroda BNP Paribas India Consumption Fund1,552.240.641.02%17.31%18.85%
Aditya Birla SL Consumption Fund6,525.850.763.19%15.12%18.41%
Mahindra Manulife Consumption Fund563.320.631.32%16.78%18.37%
Sundaram Consumption Fund1,642.981.311.01%16.27%17.64%

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Overview of Sectoral Fund - Consumption

Nippon India Consumption Fund
  • AUM
    ₹ 2,800.98 Cr.
  • Expense Ratio
    0.55%
  • 5Y CAGR
    21.78%
Performance
The fund's annualised performance has been 14.45% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.56% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 70.28% along with the largest allocation towards Four Wheelers at 16.46%.
SBI Consumption Opp Fund
  • AUM
    ₹ 3,259.42 Cr.
  • Expense Ratio
    0.92%
  • 5Y CAGR
    21.49%
Performance
The fund's annualised performance has been 16.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.06% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 49.53% along with the largest allocation towards FMCG - Household Products at 12.23%.
Mirae Asset Great Consumer Fund
  • AUM
    ₹ 4,769.48 Cr.
  • Expense Ratio
    0.41%
  • 5Y CAGR
    20.62%
Performance
The fund's annualised performance has been 17.93% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.25% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 67.94% along with the largest allocation towards Four Wheelers at 15.24%.
Canara Rob Consumer Trends Fund
  • AUM
    ₹ 1,999.83 Cr.
  • Expense Ratio
    0.79%
  • 5Y CAGR
    19.67%
Performance
The fund's annualised performance has been 17.26% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.36% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 63.52% along with the largest allocation towards Four Wheelers at 10.04%.
Tata India Consumer Fund
  • AUM
    ₹ 2,660.16 Cr.
  • Expense Ratio
    0.69%
  • 5Y CAGR
    19.36%
Performance
The fund's annualised performance has been 18.12% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.93% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 47.38% along with the largest allocation towards Home Electronics & Appliances at 9.69%.
ICICI Pru Bharat Consumption Fund
  • AUM
    ₹ 3,273.31 Cr.
  • Expense Ratio
    1.09%
  • 5Y CAGR
    19.1%
Performance
The fund's annualised performance has been 16.58% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.4% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 64.11% along with the largest allocation towards FMCG - Household Products at 11.71%.
Baroda BNP Paribas India Consumption Fund
  • AUM
    ₹ 1,552.24 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    18.85%
Performance
The fund's annualised performance has been 19.19% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.16% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 65.39% along with the largest allocation towards Four Wheelers at 14.18%.
Aditya Birla SL Consumption Fund
  • AUM
    ₹ 6,525.85 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    18.41%
Performance
The fund's annualised performance has been 17.23% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.26% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 64.52% along with the largest allocation towards Private Banks at 11.71%.
Mahindra Manulife Consumption Fund
  • AUM
    ₹ 563.32 Cr.
  • Expense Ratio
    0.63%
  • 5Y CAGR
    18.37%
Performance
The fund's annualised performance has been 14.47% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.3% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 60.65% along with the largest allocation towards Four Wheelers at 9.84%.
Sundaram Consumption Fund
  • AUM
    ₹ 1,642.98 Cr.
  • Expense Ratio
    1.31%
  • 5Y CAGR
    17.64%
Performance
The fund's annualised performance has been 15.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.77% vs its category average of 12.17%.
Composition
Large Cap makes up for the majority of the fund at 69.34% along with the largest allocation towards Four Wheelers at 12.94%.
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.