April 2, 2025
mayank
Axis Consumption Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 8.7500
NAV IDCW: Rs 8.7500
Suitable For Which Investors?
This is a fund that invests mainly in the shares of consumer-facing companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide long term capital appreciation from an actively managed portfolio of equity and equity related securities of companies engaged in consumption and consumption related sector or allied sectors.
Fund Manager:
1) Hitesh Das
Education: Mr. Das is a PGDM, M.Tech, B.Tech
Experience: Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.
2) Shreyash Devalkar
Education: Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University
Experience: Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months |
Basic Details of Axis Consumption Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 12-Sep-24 |
| Return Since Launch | -12.50% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 3,806 Cr |
| (As on 28-Feb-2025) | |
| Expense | 0.48% |
| (As on 28-Feb-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Axis Consumption Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Consumption Dir | -9.61 | -0.57 | 4.67 | -10.16 | -14.38 | — | — | — | — | — |
| Equity: Thematic-Consumption | -8.78 | -0.54 | 4.70 | -9.29 | -16.50 | — | — | — | — | — |
| Rank within category | 15 | 15 | 13 | 15 | 1 | — | — | — | — | — |
| Number of funds in category | 21 | 24 | 23 | 21 | 17 | 15 | 11 | 11 | 8 | 7 |
Peer Comparison of Axis Consumption Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Consumption Dir | Unrated | — | — | — | 0.48 | 3,806 | -12.50 | 1.00 (360) | 6M | — |
| Mirae Asset Great Consumer Dir | 4 star | 6.59 | 17.35 | 27.09 | 0.47 | 3,643 | 17.66 | 1.00 (365) | 12Y 3M | 46.00 |
| ICICI Pru Bharat Consumption Dir | 4 star | 2.72 | 17.54 | 24.52 | 1.11 | 2,859 | 16.20 | 1.00 (90) | 5Y 11M | 91.00 |
| SBI Consumption Opportunities Dir | 4 star | 8.15 | 16.94 | 29.90 | 1.04 | 2,707 | 16.74 | 0.10 (30) | 12Y 3M | 34.00 |
| Nippon India Consumption Dir | 5 star | 6.89 | 18.20 | 29.82 | 0.58 | 2,092 | 14.23 | 1.00 (30) | 12Y 3M | 34.00 |
Portfolio Analysis of Axis Consumption Fund
| No. of Stocks | 71 |
| Top 10 Stocks | 43.19% |
| Top 5 Stocks | 27.60% |
| Top 3 Sectors | 52.41% |
| Portfolio P/B Ratio | 7.08 |
| Portfolio P/E Ratio | 43.27 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,57,229 | 1,36,003 |
| Giant (%) | 57.66 | 51.63 |
| Large (%) | 25.15 | 23.47 |
| Mid (%) | 12.77 | 24.31 |
| Small (%) | 4.43 | 9.33 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Axis Consumption Fund
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