Axis Consumption Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 9.65 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 9.65 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY India Consumption TRI |
| AUM Rs. | 2,750 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.60% |
| 1 Year Return (%) | 1.05 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -1.88% |
Suitable For Which Investors?
Consumption funds are suitable for investors:
1. Seeking exposure in shares of consumer facing companies for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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) Jayesh Sundar
Education: Mr. Sundar is a Chartered Accountant
Experience: Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
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 90 days |
Basic Details of Axis Consumption Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 12-Sep-24 |
| Return Since Launch | -1.88% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 2,750 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.60% |
| (As on 30-Jun-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 29.00% |
Axis Consumption Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Consumption Dir | -1.73 | 1.05 | 4.78 | 5.35 | 5.23 | 1.05 | — | — | — | — |
| BSE 500 TRI | -2.87 | -0.14 | 0.21 | 1.87 | 0.48 | 1.79 | — | — | — | — |
| Equity: Thematic-Consumption | 0.25 | 1 | 4.79 | 5.88 | 8.28 | 1.76 | — | — | — | — |
| Rank within category | 19 | 12 | 15 | 17 | 23 | 12 | — | — | — | — |
| Number of funds in category | 28 | 31 | 31 | 31 | 29 | 24 | 12 | 11 | 11 | 8 |
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 | 1.05 | — | — | 0.60 | 2,750 | -1.88 | 1.00 (90) | 1Y 10M | 29.00 |
| Mirae Asset Great Consumer Dir | 4 out of 5 stars | 2.71 | 12.51 | 15.12 | 0.43 | 4,550 | 16.97 | 1.00 (30) | 13Y 6M | 45.00 |
| ICICI Pru Bharat Consumption Dir | 4 out of 5 stars | 1.52 | 11.75 | 15.75 | 0.96 | 3,150 | 14.75 | 1.00 (90) | 7Y 3M | 66.00 |
| Tata India Consumer Dir | 4 out of 5 stars | 8.39 | 16.36 | 15.93 | 0.63 | 2,703 | 17.56 | 0.25 (30) | 10Y 7M | 60.32 |
| Nippon India Consumption Dir | 4 out of 5 stars | 0.82 | 12.06 | 15.02 | 0.59 | 2,422 | 13.57 | 1.00 (30) | 13Y 6M | 52.00 |
Axis Consumption Fund Portfolio Analysis
| No. of Stocks | 56 |
| Top 10 Stocks | 51.82% |
| Top 5 Stocks | 32.68% |
| Top 3 Sectors | 75.14% |
| Portfolio P/B Ratio | 7.80 |
| Portfolio P/E Ratio | 44.01 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,99,478 | 1,47,000 |
| Large (%) | 78.84 | 62.46 |
| Mid (%) | 12.03 | 20.07 |
| Small (%) | 9.14 | 23.64 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.axismf.com/Online/Login OR
https://www.axismf.com/mutual-funds
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Quicklinks
July 30, 2026
mayank



