Axis Consumption Fund Direct Growth
NAV as on 11-04-2025
₹ 8.87
▲1.4%
1D
Inception Returns
/yr
Historical NAV & Returns
Absolute
▲
▼
2429 people have invested ₹ 67.8L in Axis Consumption Fund Direct Growth in the last three months
About Axis Consumption Fund Direct Growth
Axis Consumption Fund Direct Growth is an equity fund. This fund was started on 18 September, 2024. The fund is managed by Shreyash Devalkar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Axis Consumption Fund Direct Growth has ₹3962 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
Axis Consumption Fund Direct Growth has given a CAGR return of -12.00% since inception.
Holdings
Axis Consumption Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Communication, Health, Industrial, Financial Services, Basic Materials, Utilities, Tech, Real Estate. Its top holdings are Bharti Airtel Ltd, Hindustan Unilever Ltd, ITC Ltd, Mahindra & Mahindra Ltd, Maruti Suzuki India Ltd
Taxation
As it is a equity - consumption mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Axis Consumption Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 500.00. Axis Consumption Fund Direct Growth has no lock in period.
Axis Consumption Fund Direct Growth Overview
| Expense ratio | 0.17% |
Benchmark | IISL Nifty India Consumption TR INR |
| AUM | ₹3962 Cr |
| Inception Date | 18 September, 2024 |
| Min Lumpsum/SIP | ₹100/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for Axis Consumption Fund Direct Growth
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Trailing Returns
as on (11-Apr-25)
Fund Distribution
as on (31-Mar-25)
Large cap
65.9%
Mid cap
13.6%
Small cap
9.7%
Sector Allocation
Consumer Cyclical
40.9%
Consumer Defensive
19.5%
Communication
13.2%
Health
9.1%
Industrial
6.7%
Basic Materials
3.1%
Financial Services
2.9%
Utilities
1.9%
Tech
1.5%
Real Estate
1.2%
All changes are between Jan'25 and Mar'25
- This fund’s returns stands at 5.26% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund underperformed Nifty 500 by 1.99% in Mar'25
- AUM of the fund stands at 3.8K Cr as of Feb'25
- AUM decreased by 585.1 Cr between Feb'25 and Jan'25
Mid Cap allocation has gone down from 13.8% to 13.7%
Large Cap allocation has gone down from 65.6% to 64.8%
Small Cap allocation has gone down from 10% to 9.6%
Cash allocation has gone up from 10.4% to 11.6%
Top 3 Sectors in February were Consumer Cyclical, Consumer Defensive & Communication
Feb'25
Consumer Cyclical
41%
Consumer Defensive
20%
Communication
13%
Jan'25
Consumer Cyclical
41%
Consumer Defensive
20%
Communication
13%
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Bharti Airtel Ltd | 10.12% | 0% | |
 Hindustan Unilever Ltd | 4.62% | 0% | |
 ITC Ltd | 4.4% | 9% | |
 Mahindra & Mahindra Ltd | 4.04% | -19.5% | |
 Maruti Suzuki India Ltd | 3.62% | 39.1% |
See all
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Axis Consumption Fund Direct Growth | - | - | - | -12% |
 Sundaram Consumption Fund Direct Plan - Growth Option | 9.72% | 17.24% | 22.77% | 15.26% |
 Nippon India Consumption Fund - Direct Plan - Growth Plan | 7.39% | 18.63% | 27.79% | 14.53% |
 SBI Consumption Opportunities Fund Direct Plan Growth | 6.74% | 16.15% | 28.59% | 16.72% |
See all
Top Growth Drivers | 1M Return |
|---|---|
 Interglobe Aviation Ltd | 11.7% |
 Varun Beverages Ltd | 11.3% |
 Bharti Airtel Ltd | 3.2% |
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Shreyash Devalkar
Fund Manager of Axis Consumption Fund Direct Growth, since 18 September 2024
Top funds managed
Fund House
Axis Asset Management Company Limited
Total Schemes
Total AUM
₹3.08L Cr
as on 31-Mar-2025
Address
Axis Asset Management Company Ltd.,Axis House, 1st Floor, C-2, Wadia International Centre,,Pandurang Budhkar Marg, Worli,
Phone
+912243255161
Website
customerservice@axismf.com
Axis Consumption Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
Fund Allocations
This fund has an allocation of 89.59% in Equity, 0% in Debt and 10.41% in Cash related instruments
AUM size ₹3962 Cr
This fund has AUM of ₹3962 Cr which is more than its category average of ₹ 1514 Cr
Expense Ratio 0.17%
This fund has an expense ratio of 0.17% which is less than its category average expense ratio of 1.31%
More funds from Axis
3Y CAGR
▲ 18.80
3Y CAGR
▲ 18.52
3Y CAGR
▲ 18.28
5Y CAGR
▲ 31.58
3Y CAGR
▲ 14.59
Frequently Asked Questions for Axis Consumption Fund Direct Growth
The current NAV of Axis Consumption Fund Direct Growth is ₹8.87 as on 11-Apr-2025.
Existing (Absolute + CAGR) as on 11-Apr-2025.
Axis Consumption Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.35% | 4.35% |
6 Month Returns | -12.18% | -12.18% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
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0.17% as on March 2025
₹3962 Cr as on March 2025
Bharti Airtel Ltd(10.12%), Hindustan Unilever Ltd(4.62%), ITC Ltd(4.4%), Mahindra & Mahindra Ltd(4.04%), Maruti Suzuki India Ltd(3.62%) as on March 2025
Consumer Cyclical(31.99%), Consumer Defensive(20.43%), Communication(11.71%) as on March 2025
The alpha ratio for the Axis Consumption Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Axis Consumption Fund Direct Growth | - | - | - |
As on March 2025
The alpha for Axis Consumption Fund Direct Growth is calculated against IISL Nifty India Consumption TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Axis Consumption Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Axis Consumption Fund Direct Growth | - | - | - |
As on March 2025
The Beta for Axis Consumption Fund Direct Growth is calculated with IISL Nifty India Consumption TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Axis Consumption Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Axis Consumption Fund Direct Growth | - | - | - |
As on March 2025
The sharpe ratio for Axis Consumption Fund Direct Growth is calculated with IISL Nifty India Consumption TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Axis Consumption Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Axis Consumption Fund Direct Growth | - | - | - |
As on March 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Shreyash Devalkar is the fund manager of Axis Consumption Fund Direct Growth
The Exit load of Axis Consumption Fund Direct Growth is 1%