Axis Consumption Fund Direct-Growth

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹9.33+0.54% 1 day change	-7.44%	#NA View Ranked Funds	₹3,962 Crs

Historical NAV & returns

NAV: ₹9.33 as on Jun 05, 2025

This fund Category average

Axis Consumption Fund overview

Expense ratio	0.44% as on May 31, 2025
Exit load	1.0% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.!
AUM (Fund size)	₹3,962 Crs
Lock-in	No Lockin
Age	9 m since Aug 23, 2024
Benchmark	NIFTY India Consumption TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Axis Consumption Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 01, 2025

Period	This fund	Category average
1 Month	1.3%	2.43%
3 Months	8.62%	10.09%
6 Months	-4.89%	-4.03%

Asset allocationas on Mar 31, 2025

Large Cap 65.875527%

Mid Cap 14.047712%

Small Cap 9.666761%

Other Cap 0.0%

Top holdings

Bharti Airtel Ltd.10.12%

Hindustan Unilever Ltd.4.62%

ITC Ltd.4.4%

Mahindra & Mahindra Ltd.4.04%

Top sectors

Consumer Staples 19.37%

Services 18.560000000000002%

Automobile 13.819999999999999%

Communication 10.209999999999999%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 10.58%

Allocation by Instruments

CBLO 10.57741607%

Other Holdings

Bifurcation by Holding is not available for this fund

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Axis Consumption Fund	N.A.	₹3,962 Crs	9 m	0.44%
Nippon India Consumption Fund	N.A.	₹2,381 Crs	12 yrs 5 m	0.57%
SBI Consumption Opportunities Fund	N.A.	₹3,028 Crs	12 yrs 5 m	0.93%
ICICI Prudential Bharat Consumption Fund	N.A.	₹3,103 Crs	6 yrs 2 m	1.08%
Mirae Asset Great Consumer Fund	N.A.	₹4,117 Crs	12 yrs 5 m	0.44%
Baroda BNP Paribas India Consumption Fund	N.A.	₹1,431 Crs	6 yrs 9 m	0.65%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Axis Consumption Fund	1.3%	-4.89%	N.A.	N.A.	N.A.	N.A.
Nippon India Consumption Fund	0.81%	-1.69%	3.86%	22.52%	26.43%	16.26%
SBI Consumption Opportunities Fund	1.14%	-7.12%	4.66%	20.27%	27.63%	17.18%
ICICI Prudential Bharat Consumption Fund	2.86%	-1.88%	5.05%	20.44%	22.21%	10.27%
Mirae Asset Great Consumer Fund	2.37%	-3.31%	6.87%	22.25%	25.04%	17.08%
Baroda BNP Paribas India Consumption Fund	0.93%	-5.09%	6.32%	20.33%	22.32%	13.0%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Consumption Fund	N.A.	N.A.	N.A.	N.A.
Nippon India Consumption Fund	14.9	0.78	0.97	1.3
SBI Consumption Opportunities Fund	14.58	0.76	0.87	1.17
ICICI Prudential Bharat Consumption Fund	12.78	0.67	0.99	1.27
Mirae Asset Great Consumer Fund	15.85	0.86	0.9	1.26
Baroda BNP Paribas India Consumption Fund	14.8	0.8	0.86	1.22

View all Thematic-consumption funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Axis Consumption Fund in detail with

About this fund

About Axis Consumption Fund

Axis Consumption Fund Direct-Growth is a Thematic-Consumption mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 9 m, having been launched on 23/08/2024. Axis Consumption Fund Direct-Growth has ₹3,962 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Axis Consumption Fund Direct-Growth as of 05/06/2025 is ₹9.33. The fund has an expense ratio of 0.44%, which is less than what most other Thematic-consumption funds charge.

The fund has the majority of its money invested in Consumer Staples, Services, Automobile, Communication, Healthcare sectors. It has taken less exposure in Consumer Staples, Services sectors compared to other funds in the category.
The fund's top 5 holdings are in Bharti Airtel Ltd., Hindustan Unilever Ltd., ITC Ltd., Mahindra & Mahindra Ltd., Maruti Suzuki India Ltd..

...

Fund AUM	₹3,962 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Hitesh Das

Mr. Das is a PGDM, M.Tech, B.Tech Prior to joining Axis Mutual Fund, he has worked with Barclays Securities India Pvt. Ltd., Credit Suisse Securities (India) Pvt. Ltd., Ebusinessware (India) Pvt. Ltd., Yes Bank.

Shreyash Devalkar

Mr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai University Prior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.

Investment objective

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.

Axis Mutual Fund details

No. of schemes	67 view all schemes
Total AUM	₹3,22,861 Crs as on Mar 31, 2025
Address	23rd Floor, One Lodha Place, S. B. Road, Lower Parel. Mumbai, 400013
Phone	022-24255161

More funds from Axis Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Axis Small Cap Fund	N.A.	₹22,736 Crs	14.05%	32.37%
Axis Midcap Fund	N.A.	₹28,063 Crs	10.96%	26.26%
Axis Large & Mid Cap Fund	N.A.	₹13,321 Crs	9.53%	25.46%
Axis Nifty 100 Index Fund	N.A.	₹1,715 Crs	7.42%	20.57%
Axis Flexi Cap Fund	N.A.	₹12,040 Crs	11.82%	19.78%
Axis ELSS Tax Saver Fund	N.A.	₹34,176 Crs	9.98%	18.14%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Axis Consumption Fund?

The current Net Asset Value (NAV) of the Axis Consumption Fund - Direct Growth plan is approximately ₹9.33 as of Jun 05, 2025.

How much does this mutual fund charge as expense ratio?

The Axis Consumption Fund - Direct Growth has an expense ratio of 0.44%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Axis Consumption Fund currently has assets under management (AUM) or fund size valued at approximately ₹3,962 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Axis Consumption Fund?

The Axis Consumption Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Bharti Airtel Ltd.	10.12%
Hindustan Unilever Ltd.	4.62%
ITC Ltd.	4.4%
Mahindra & Mahindra Ltd.	4.04%
Maruti Suzuki India Ltd.	3.62%
Titan Company Ltd.	3.28%
Eternal Ltd.	2.99%
Interglobe Aviation Ltd.	2.83%
Varun Beverages Ltd.	2.72%
Trent Ltd.	2.52%

What are the top sectors Axis Consumption Fund has invested in?

The Axis Consumption Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Consumer Staples	19.37%
Services	18.560000000000002%
Automobile	13.819999999999999%
Communication	10.209999999999999%
Healthcare	8.59%
Consumer Discretionary	5.640000000000001%
Financial	3.02%
Capital Goods	2.63%
Textiles	2.04%
Energy	1.78%

What is risk level of Axis Consumption Fund?

This is a Thematic-consumption fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Axis Consumption Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Axis Consumption Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Axis Consumption Fund is complete.

How can I redeem my investments in Axis Consumption Fund?

Redeeming your investments in Axis Consumption Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Axis Consumption Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Thematic-Consumption

#NA

AUM Growth: This fund has the highest AUM growth in the last 12 months in Thematic-Consumption category.
Expense Ratio: This fund has the 2nd lowest expense ratio amongst actively/passively managed Thematic-Consumption funds.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.