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Sectoral Fund - Consumption

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: 15
  • 💰 Total AUM: 22,795 Cr

Best performing Sectoral Fund - Consumption

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

Overview of Sectoral Fund - Consumption

  • AUM
    ₹ 731.16 Cr.
  • Expense Ratio
    0.81%
  • 5Y CAGR
    22.99%
Performance
The fund's annualised performance has been 15.1% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.94% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 67.55% along with the largest allocation towards Two Wheelers at 10.82%.
  • AUM
    ₹ 1,363.88 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    21.32%
Performance
The fund's annualised performance has been 18.21% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.61% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 57.55% along with the largest allocation towards Private Banks at 11.75%.
  • AUM
    ₹ 1,232.39 Cr.
  • Expense Ratio
    0.72%
  • 5Y CAGR
    21.05%
Performance
The fund's annualised performance has been 21.44% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.14% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 68.65% along with the largest allocation towards FMCG - Household Products at 11.58%.
  • AUM
    ₹ 3,138.00 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    20.18%
Performance
The fund's annualised performance has been 18.84% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.08% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 60.47% along with the largest allocation towards Retail - Speciality at 11.3%.
  • AUM
    ₹ 2,026.18 Cr.
  • Expense Ratio
    1%
  • 5Y CAGR
    19.81%
Performance
The fund's annualised performance has been 17.58% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.18% vs its category average of 9.86%.
Composition
Small Cap makes up for the majority of the fund at 38.62% along with the largest allocation towards FMCG - Household Products at 12.92%.
  • AUM
    ₹ 4,688.35 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    19.16%
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 8.64% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 60.83% along with the largest allocation towards Private Banks at 14.13%.
  • AUM
    ₹ 2,283.14 Cr.
  • Expense Ratio
    1.15%
  • 5Y CAGR
    18.96%
Performance
The fund's annualised performance has been 18.93% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.54% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 61.59% along with the largest allocation towards FMCG - Household Products at 15.37%.
  • AUM
    ₹ 1,895.39 Cr.
  • Expense Ratio
    0.8%
  • 5Y CAGR
    18.78%
Performance
The fund's annualised performance has been 19.12% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.52% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 51.89% along with the largest allocation towards Retail - Speciality at 11.9%.
  • AUM
    ₹ 146.94 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    16.46%
Performance
The fund's annualised performance has been 15.83% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.71% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 65.42% along with the largest allocation towards FMCG - Household Products at 12.35%.
  • AUM
    ₹ 569.43 Cr.
  • Expense Ratio
    1.58%
  • 5Y CAGR
    15.54%
Performance
The fund's annualised performance has been 12.72% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.16% vs its category average of 9.86%.
Composition
Large Cap makes up for the majority of the fund at 69.83% along with the largest allocation towards Retail - Speciality at 12.85%.
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.

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