Axis Consumption Fund Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Cost-efficient: expense ratio of 2.13% is lower than category median (2.52%).
- Downside capture of 121% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +10.06% | +6.32% | +3.74% |
| 3 Months | -0.52% | -0.20% | -0.32% |
| 6 Months | +7.09% | +5.98% | +1.11% |
| 1 Year | -1.55% | +3.90% | -5.45% |
| Since Inception | -2.58% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -1.24% | +4.03% | -5.27% |
| 2025 | 0.00% | +1.43% | -1.43% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -14.63% | -2.03% | -2.11% | +9.99% | 32.8% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-09-26 | 2026-03-23 | -21.8% | 18 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments of companies engaged inconsumption and consumption related sector or alliedsectors | 80%-100%, Other Equity & Equity Related Instruments: 0%-20%, Debt and Money market instruments: 0%-20%, Units issued by InVITs: 0%-10% |
Investment Objective & Strategy
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. There is no assurance that the investment objective of the Scheme will be achieved
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 2,488 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Edelweiss Consumption Fund | 3.0 | - | 2.60% | 123.1% | Rs 462 cr | Compare → |
| Axis Services Opportunities Fund | 3.8 | - | 2.24% | 113.0% | Rs 1,364 cr | Compare → |
| WhiteOak Capital Digital Bharat Fund | 2.6 | - | 3.06% | 58.4% | Rs 522 cr | Compare → |
| Axis Momentum Fund | 1.6 | - | 3.42% | 117.2% | Rs 865 cr | Compare → |
| Motilal Oswal Business Cycle Fund | 1.6 | - | - | 131.8% | Rs 1,488 cr | Compare → |
Frequently Asked Questions about Axis Consumption Fund
What is the expense ratio of Axis Consumption Fund?
Axis Consumption Fund has a total expense ratio (TER) of 2.13% with a base expense ratio of 1.71%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages Axis Consumption Fund?
Axis Consumption Fund is managed by Hitesh Das (tenure: 2.2 years since 2024-09-12).
What are the historical returns of Axis Consumption Fund?
Axis Consumption Fund has a 1-year return of -1.55%.
How large is Axis Consumption Fund?
Axis Consumption Fund manages assets of Rs 2,488 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Axis Consumption Fund scored on MFIQ?
Axis Consumption Fund holds an MFIQ Score of 3.8/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Axis Consumption Fund?
Axis Consumption Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.02% with a maximum historical drawdown of -21.76%.