April 11, 2025
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Axis NIFTY India Consumption ETF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 109.5305
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 returns before expenses that closely correspond to the total returns of the NIFTY India Consumption Index subject to tracking errors.
Fund Manager:
1) Karthik Kumar
Education: Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience: Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | — |
| Min. SIP Investment (Rs) | — |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | — |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Axis NIFTY India Consumption ETF
| Fund House | Axis Mutual Fund |
| Launch Date | 17-Sep-21 |
| Return Since Launch | 11.97% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 13 Cr |
| (As on 31-Mar-2025) | |
| Expense | 0.38% |
| (As on 31-Mar-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Axis NIFTY India Consumption ETF
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis NIFTY India Consumption ETF | -5.52 | 0.66 | 3.16 | -5.60 | -13.76 | 5.44 | 15.29 | — | — | — |
| BSE 500 TRI | -8.76 | -0.59 | -0.46 | -7.41 | -13.55 | -1.36 | 10.85 | — | — | — |
| Equity: Thematic-Consumption | -8.74 | 0.26 | 2.05 | -8.36 | -14.85 | 4.28 | 14.48 | — | — | — |
| Rank within category | 6 | 8 | 7 | 6 | 7 | 10 | 7 | — | — | — |
| Number of funds in category | 27 | 30 | 30 | 28 | 22 | 20 | 15 | 12 | 9 | 8 |
Peer Comparison of Axis NIFTY India Consumption Exchange Traded 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 NIFTY India Consumption ETF | Unrated | — | — | — | 0.38 | 13 | 11.97 | — | 3Y 6M | — |
| ICICI Pru Bharat Consumption | 4 star | — | — | — | 2.05 | 2,967 | 14.74 | 1.00 (90) | 5Y 11M | 91.00 |
| SBI Consumption Opportunities Reg | 4 star | — | — | — | 1.99 | 2,904 | 15.36 | 0.10 (30) | 25Y 9M | 34.00 |
| Nippon India Consumption Reg | 5 star | — | — | — | 2.01 | 2,183 | 15.22 | 1.00 (30) | 20Y 6M | 34.00 |
| ABSL India GenNext Reg | 2 star | — | — | — | 1.87 | 5,613 | 16.28 | 1.00 (30) | 19Y 8M | 16.00 |
Portfolio Analysis of Axis NIFTY India Consumption ETF
| No. of Stocks | 30 |
| Top 10 Stocks | 59.91% |
| Top 5 Stocks | 39.98% |
| Top 3 Sectors | 70.83% |
| Portfolio P/B Ratio | 7.54 |
| Portfolio P/E Ratio | 41.22 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,55,434 | 1,41,581 |
| Giant (%) | 72.87 | 50.89 |
| Large (%) | 26.07 | 22.80 |
| Mid (%) | 1.06 | 20.59 |
| Small (%) | — | 9.64 |
| Tiny (%) | — | 0.35 |
Chanakya’s Mutual Fund Guidance For Axis NIFTY India Consumption Exchange Traded Fund
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