Axis Consumption Fund Direct Growth

Axis Consumption Fund Direct Growth

Equity

Axis Mutual Fund

Equity - Consumption

Get the latest NAV of Axis Consumption Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹9.24

▼-1.6%1D

NAV as on 20 May 2025

-8.33%/per year

Since Inception

Absolute Gain%

▲▼

2262 people have invested ₹ 58.9L in Axis Consumption Fund Direct Growth in the last three months

Axis Consumption Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-May-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
0.54%
4.17%
-
3 Months
5.72%
8.42%
-
6 Months
-1.39%
2.64%
-

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Axis Consumption Fund
-
4,114Cr
0.42%
-
-
-8.33%
Nippon India Consumption Fund Direct Growth
1/9
2,381Cr
0.61%
9.95%
23.87%
14.85%
Aditya Birla Sun Life India Gennext Fund Direct Growth
5/9
5,967Cr
0.84%
12.56%
21.04%
17.63%
Mirae Asset Great Consumer Fund Direct Growth
6/9
4,117Cr
0.44%
10.79%
23.22%
18.2%
See all
Positive: Among most bought funds within the category
Among most bought funds within the category
Negative: No bad points found for this fund.
No bad points found for this fund.

Axis Consumption Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
▲
▼

Axis Consumption Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 94.8%

Debt & Cash 5.2%

Large cap
71.7%
Mid cap
13.8%
Small cap
8.8%
Mid Cap allocation has gone up from 13.6% to 13.8%
Mid Cap allocation has gone up from 13.6% to 13.8%
Large Cap allocation has gone up from 65.9% to 71.7%
Large Cap allocation has gone up from 65.9% to 71.7%
Small Cap allocation has gone down from 9.7% to 8.8%
Small Cap allocation has gone down from 9.7% to 8.8%
Cash allocation has gone down from 10.4% to 5.2%
Cash allocation has gone down from 10.4% to 5.2%

Axis Consumption Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 94.8%

Debt & Cash 5.2%

Consumer Cyclical
46.4%
Consumer Defensive
21.2%
Communication
14%
Industrial
3.9%
Health
3.8%
Utilities
3.6%
Basic Materials
3.2%
Financial Services
2.1%
Real Estate
1.8%

Top 3 Sectors in April were Consumer Cyclical, Consumer Defensive & Communication

Apr'25

Consumer Cyclical

34%

Consumer Defensive

28%

Communication

11%

Mar'25

Consumer Cyclical

36%

Consumer Defensive

23%

Communication

13%

Axis Consumption Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Bharti Airtel Ltd
9.57%
-8.7%
Hindustan Unilever Ltd
4.61%
0%
ITC Ltd
4.4%
0%
Mahindra & Mahindra Ltd
4.28%
0%
Titan Co Ltd
3.83%
9.8%
See all
Top Stocks bought last month
Tata Consumer Products Ltd's allocation increased from 0.35% to 2.47%
Tata Consumer Products Ltd's allocation increased from 0.35% to 2.47%
Britannia Industries Ltd's allocation increased from 1.34% to 2.41%
Britannia Industries Ltd's allocation increased from 1.34% to 2.41%
Godrej Consumer Products Ltd's allocation increased from 1.31% to 2.08%
Godrej Consumer Products Ltd's allocation increased from 1.31% to 2.08%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 10.12 % to 9.57 %
Bharti Airtel Ltd's allocation decreased from 10.12 % to 9.57 %
Hindustan Unilever Ltd's allocation decreased from 4.62 % to 4.61 %
Hindustan Unilever Ltd's allocation decreased from 4.62 % to 4.61 %
InterGlobe Aviation Ltd's allocation decreased from 2.83 % to 2.8 %
InterGlobe Aviation Ltd's allocation decreased from 2.83 % to 2.8 %

Axis Consumption Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.42%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹4114 Cr
Inception Date18 September, 2024
Min Lumpsum/SIP₹100/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Axis Consumption Fund

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

  1. Axis Consumption Fund Direct Growth has ₹4114 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
  2. The fund has an expense ratio 0.4.

Returns

Axis Consumption Fund Direct Growth has given a CAGR return of -8.33% 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, Energy. Its top holdings are Bharti Airtel Ltd, Hindustan Unilever Ltd, ITC Ltd, Mahindra & Mahindra Ltd, Titan Co 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 benefit
Dividends 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.

Fund Manager

Shreyash Devalkar

Fund Manager of Axis Consumption Fund Direct Growth, since 18 September 2024

Learn more about Axis Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 4.1K Cr
₹ 4K Cr
₹ 3.8K Cr
  • AUM of the fund stands at 4.1K Cr as of Apr'25
  • AUM increased by 152.6 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Axis Consumption Fund Direct Growth

What is the current NAV of Axis Consumption Fund Direct Growth?

The current NAV of Axis Consumption Fund Direct Growth is ₹9.24 as on 20-May-2025.

What are the average returns of Axis Consumption Fund Direct Growth?

Existing (Absolute + CAGR) as on 20-May-2025.
Axis Consumption Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0.54%
0.54%
6 Month Returns
-1.39%
-1.39%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in Axis Consumption Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Axis Consumption Fund Direct Growth?

0.42% as on April 2025

What is net assets under management (AUM) of Axis Consumption Fund Direct Growth?

₹4114 Cr as on April 2025

What are the top 5 holdings of Axis Consumption Fund Direct Growth?

Bharti Airtel Ltd(9.57%), Hindustan Unilever Ltd(4.61%), ITC Ltd(4.4%), Mahindra & Mahindra Ltd(4.28%), Titan Co Ltd(3.83%) as on April 2025

What are the top 3 sectors that this Axis Consumption Fund Direct Growth has invested in?

Consumer Cyclical(32.52%), Consumer Defensive(26.31%), Communication(10.79%) as on April 2025

What is the alpha of Axis Consumption Fund Direct Growth?

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 April 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%.

What is the beta of Axis Consumption Fund Direct Growth??

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 April 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.

What is the sharpe ratio of Axis Consumption Fund Direct Growth?

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 April 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.

What is the standard deviation of Axis Consumption Fund Direct Growth?

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 April 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.

Who is the manager of Axis Consumption Fund Direct Growth?

Shreyash Devalkar is the fund manager of Axis Consumption Fund Direct Growth

What is the exit load of Axis Consumption Fund Direct Growth?

The Exit load of Axis Consumption Fund Direct Growth is 1%