Compare Axis Consumption Fund vs Tata India Consumer Fund
Axis Consumption Fund
EquityThematic-Consumption
Tata India Consumer Fund
EquityThematic-Consumption
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.16
2.12
NAV
₹9.02
₹53.55
Fund Started
23 Aug 2024
04 Dec 2015
Fund Size
₹2360.37 Cr
₹2723.26 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 Days.
Exit load of 0.25% if redeemed within 30 days.
1 Year
-11.52%
-0.86%
3 Year
-
11.60%
5 Year
-
10.06%
Equity
98.96%
90.98%
Cash
0.55%
9.02%
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.16% |
Eternal Ltd. | 8.56% |
Mahindra & Mahindra Ltd. | 6.96% |
Titan Company Ltd. | 5.25% |
Maruti Suzuki India Ltd. | 3.93% |
Asian Paints Ltd. | 3.48% |
Apollo Hospitals Enterprise Ltd. | 3.47% |
Interglobe Aviation Ltd. | 3.34% |
Varun Beverages Ltd. | 2.59% |
Tata Consumer Products Ltd. | 2.48% |
Name | Assets |
|---|---|
Eternal Ltd. | 9.73% |
Titan Company Ltd. | 6.91% |
Nestle India Ltd. | 5.71% |
Radico Khaitan Ltd. | 5.54% |
CarTrade Tech Ltd. | 4.98% |
Varun Beverages Ltd. | 4.15% |
Ather Energy Ltd. | 4.00% |
Tata Consumer Products Ltd. | 3.67% |
United Spirits Ltd. | 3.49% |
ITC Ltd. | 3.13% |
Name
-
-
Start Date
-
-
Description
The scheme seeks 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.
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Launch Date
23 Aug 2024
04 Dec 2015
