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: 22,713 Cr

Best performing Sectoral Fund - Consumption

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR

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Overview of Sectoral Fund - Consumption

Nippon India Consumption Fund

AUM
₹ 731.16 Cr.
Expense Ratio
0.81%
5Y CAGR
23.18%

Performance

The fund's annualised performance has been 15.12% 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 9.96%.

Composition

Large Cap makes up for the majority of the fund at 63.13% along with the largest allocation towards Two Wheelers at 10.82%.

Canara Rob Consumer Trends Fund

AUM
₹ 1,363.88 Cr.
Expense Ratio
0.89%
5Y CAGR
21.51%

Performance

The fund's annualised performance has been 18.17% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.75% vs its category average of 9.96%.

Composition

Large Cap makes up for the majority of the fund at 59.31% along with the largest allocation towards Private Banks at 11.75%.

Baroda BNP Paribas India Consumption Fund

AUM
₹ 1,202.80 Cr.
Expense Ratio
0.72%
5Y CAGR
21.18%

Performance

The fund's annualised performance has been 21.39% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.24% vs its category average of 9.96%.

Composition

Large Cap makes up for the majority of the fund at 66.35% along with the largest allocation towards FMCG - Household Products at 11.58%.

Mirae Asset Great Consumer Fund

AUM
₹ 3,138.00 Cr.
Expense Ratio
0.48%
5Y CAGR
20.46%

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 9.23% vs its category average of 9.96%.

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%.

SBI Consumption Opp Fund

AUM
₹ 2,026.18 Cr.
Expense Ratio
1%
5Y CAGR
20.21%

Performance

The fund's annualised performance has been 17.6% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.29% vs its category average of 9.96%.

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%.

Aditya Birla SL India GenNext Fund

AUM
₹ 4,688.35 Cr.
Expense Ratio
0.76%
5Y CAGR
19.26%

Performance

The fund's annualised performance has been 18.05% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.82% vs its category average of 9.96%.

Composition

Large Cap makes up for the majority of the fund at 60.77% along with the largest allocation towards Private Banks at 14.13%.

Tata India Consumer Fund

AUM
₹ 1,858.25 Cr.
Expense Ratio
0.8%
5Y CAGR
19.06%

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 9.69% vs its category average of 9.96%.

Composition

Large Cap makes up for the majority of the fund at 47.85% along with the largest allocation towards Retail - Speciality at 11.9%.

ICICI Pru Bharat Consumption Fund

AUM
₹ 2,283.14 Cr.
Expense Ratio
1.11%
5Y CAGR
19.01%

Performance

The fund's annualised performance has been 18.83% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 7.77% vs its category average of 9.96%.

Composition

Large Cap makes up for the majority of the fund at 60.14% along with the largest allocation towards FMCG - Household Products at 15.37%.

Mahindra Manulife Consumption Fund

AUM
₹ 146.94 Cr.
Expense Ratio
0.71%
5Y CAGR
16.74%

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 9.83% vs its category average of 9.96%.

Composition

Large Cap makes up for the majority of the fund at 62.7% along with the largest allocation towards FMCG - Household Products at 12.35%.

UTI India Consumer Fund

AUM
₹ 569.43 Cr.
Expense Ratio
1.58%
5Y CAGR
15.89%

Performance

The fund's annualised performance has been 12.73% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.27% vs its category average of 9.96%.

Composition

Large Cap makes up for the majority of the fund at 66.59% 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.

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.