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Axis Consumption Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.41 | 68.80 | -1.24 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 66.54 | 1.37 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty India Consumption - TRI |
About Sectoral Fund - Consumption
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Peers & Comparison
EquitySectoral Fund - Consumption
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Consumption Fund(IDCW) | — | — | — |
| Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 13.36% | 10.53% | 9.89% |
| Mirae Asset Great Consumer Fund(IDCW) | 11.13% | 12.05% | 14.71% |
| ICICI Pru Bharat Consumption Fund(IDCW-Payout) | 10.38% | 11.82% | 11.41% |
Price Comparison
Compare Axis Consumption Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Sep 2024
Nov 2024
ACTUAL
Sep 2024
Nov 2024
Sector Distribution
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Bharti Airtel Ltd3M change : 8.59 %
Holdings
8.59 %
8.59 % - Zomato Ltd3M change : 6.00 %
Holdings
6.00 %
6.00 % - Mahindra and Mahindra Ltd3M change : 5.72 %
Holdings
5.72 %
5.72 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
71
Total AUM
₹ 3,17,462.91 Cr.
Fund Manager Profile
Shreyash Devalkar
AUM: ₹1,31,485.57 Cr.
|
Exp: 5yrs
Hitesh Das
AUM: ₹26,529.99 Cr.
|
Exp: 6yrs
Krishnaa N
AUM: ₹1,42,711.40 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%