Pros | - | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Among most bought funds within the category. | ||
Cons | - | - |
INDMoney rank | - | 4/9 | ||
Category,Subcateogry | Equity,Equity - Consumption | Equity,Equity - Consumption | ||
Fund Age | 1 Years | 12 Years | ||
Fund Size | 1624 Cr | 4403 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹99 Lumpsum ₹5000 | ||
Expense Ratio | 0.8% | 0.43% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | IISL Nifty India Consumption TR INR | IISL Nifty India Consumption TR INR |
No of Holdings | 52 | 43 | ||
Top 5 Holdings | Bharti Airtel Ltd (6.3%) Eternal Ltd (5.9%) Multi Commodity Exchange of India Ltd (5.11%) Varun Beverages Ltd (4.12%) PB Fintech Ltd (3.75%) | ITC Ltd (7.23%) Bharti Airtel Ltd (7%) Mahindra & Mahindra Ltd (6.41%) Eternal Ltd (6.29%) Maruti Suzuki India Ltd (5.44%) | ||
No of Sectors | 9 | 6 | ||
Top 3 Sectors | Consumer Cyclical (38.51%) Consumer Defensive (23.17%) Financial Services (11.61%) | Consumer Cyclical (52.3%) Consumer Defensive (25.2%) Basic Materials (7.19%) | ||
Equity % | 96.37% | 97.77% | ||
Debt % | - | - | ||
P/E | 50.25 | 42.02 | ||
P/B | 8.84 | 8.04 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.64% | 3.33% | ||
3-Month Return | 7.69% | 6.14% | ||
6-Month Return | 16.69% | 16.66% | ||
1-Year Return | 4.09% | -1.39% | ||
3-Year Return | - | 19.9% | ||
5-Year Return | - | 23.12% |
Sharpe | - | 0.87 | ||
Alpha | - | 2.73 | ||
Beta | - | 0.95 | ||
Standard Deviation | - | 14.55 | ||
Information Ratio | - | 0.59 |
Description | HSBC Consumption Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Mirae Asset Great Consumer Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sonal Gupta,Anish Goenka | Siddhant Chhabria |