
EquityEquity - ConsumptionVery High Risk
Regular
NAV (30-Dec-25)
Returns (Since Inception)
Fund Size
₹3,670 Cr
Expense Ratio
1.90%
ISIN
INF846K010X6
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
12 Sep 2024
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
-0.83%
+2.05% (Cat Avg.)
Since Inception
-3.41%
— (Cat Avg.)
| Equity | ₹3,651.36 Cr | 99.49% |
| Others | ₹17.22 Cr | 0.47% |
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Bharti Airtel Ltd | Equity | ₹321.85 Cr | 8.77% |
| Mahindra & Mahindra Ltd | Equity | ₹284.7 Cr | 7.76% |
| Eternal Ltd | Equity | ₹237.28 Cr | 6.47% |
| Hindustan Unilever Ltd | Equity | ₹225.77 Cr | 6.15% |
| Maruti Suzuki India Ltd | Equity | ₹214.85 Cr | 5.85% |
| ITC Ltd | Equity | ₹162.07 Cr | 4.42% |
| Titan Co Ltd | Equity | ₹156.79 Cr | 4.27% |
| InterGlobe Aviation Ltd | Equity | ₹124.79 Cr | 3.40% |
| TVS Motor Co Ltd | Equity | ₹104.02 Cr | 2.83% |
| Britannia Industries Ltd | Equity | ₹90.17 Cr | 2.46% |
| Tata Consumer Products Ltd | Equity | ₹86.16 Cr | 2.35% |
| Eicher Motors Ltd | Equity | ₹85.01 Cr | 2.32% |
| Asian Paints Ltd | Equity | ₹82.4 Cr | 2.25% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹79.91 Cr | 2.18% |
| Varun Beverages Ltd | Equity | ₹77.03 Cr | 2.10% |
| Indian Hotels Co Ltd | Equity | ₹66.82 Cr | 1.82% |
| Avenue Supermarts Ltd | Equity | ₹61 Cr | 1.66% |
| Nestle India Ltd | Equity | ₹57.29 Cr | 1.56% |
| Hero MotoCorp Ltd | Equity | ₹52.48 Cr | 1.43% |
| Bajaj Auto Ltd | Equity | ₹50.91 Cr | 1.39% |
| Trent Ltd | Equity | ₹47.75 Cr | 1.30% |
| Tata Power Co Ltd | Equity | ₹44.52 Cr | 1.21% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹42.68 Cr | 1.16% |
| Berger Paints India Ltd | Equity | ₹41.69 Cr | 1.14% |
| HDFC Bank Ltd | Equity | ₹41.43 Cr | 1.13% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹41.35 Cr | 1.13% |
| Pidilite Industries Ltd | Equity | ₹39.6 Cr | 1.08% |
| Vishal Mega Mart Ltd | Equity | ₹39.11 Cr | 1.07% |
| Bajaj Finance Ltd | Equity | ₹37.19 Cr | 1.01% |
| DOMS Industries Ltd | Equity | ₹36.87 Cr | 1.00% |
| Hyundai Motor India Ltd | Equity | ₹33.33 Cr | 0.91% |
| Godrej Consumer Products Ltd | Equity | ₹30.28 Cr | 0.82% |
| Arvind Fashions Ltd | Equity | ₹28.59 Cr | 0.78% |
| ICICI Bank Ltd | Equity | ₹26.74 Cr | 0.73% |
| PG Electroplast Ltd | Equity | ₹26.32 Cr | 0.72% |
| Dabur India Ltd | Equity | ₹25.87 Cr | 0.70% |
| UltraTech Cement Ltd | Equity | ₹25.57 Cr | 0.70% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-25.45 Cr | 0.69% |
| Jubilant Foodworks Ltd | Equity | ₹24.21 Cr | 0.66% |
| Travel Food Services Ltd | Equity | ₹22.93 Cr | 0.62% |
| HDFC Life Insurance Co Ltd | Equity | ₹22 Cr | 0.60% |
| Reliance Industries Ltd | Equity | ₹21.95 Cr | 0.60% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹21.39 Cr | 0.58% |
| Sapphire Foods India Ltd | Equity | ₹21.3 Cr | 0.58% |
| Blue Star Ltd | Equity | ₹21.24 Cr | 0.58% |
| Marico Ltd | Equity | ₹20.8 Cr | 0.57% |
| Bharti Hexacom Ltd | Equity | ₹19.57 Cr | 0.53% |
| Dixon Technologies (India) Ltd | Equity | ₹19.35 Cr | 0.53% |
| Delhivery Ltd | Equity | ₹19.14 Cr | 0.52% |
| Fortis Healthcare Ltd | Equity | ₹18.7 Cr | 0.51% |
| Wework India Management Ltd | Equity | ₹17.76 Cr | 0.48% |
| Chalet Hotels Ltd | Equity | ₹17.39 Cr | 0.47% |
| V-Mart Retail Ltd | Equity | ₹15.65 Cr | 0.43% |
| Rainbow Childrens Medicare Ltd | Equity | ₹15.32 Cr | 0.42% |
| DLF Ltd | Equity | ₹15.2 Cr | 0.41% |
| Swiggy Ltd | Equity | ₹14.38 Cr | 0.39% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹14.1 Cr | 0.38% |
| Page Industries Ltd | Equity | ₹13.16 Cr | 0.36% |
| Devyani International Ltd | Equity | ₹11.93 Cr | 0.33% |
| ITC Hotels Ltd | Equity | ₹11.7 Cr | 0.32% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Equity | ₹11.5 Cr | 0.31% |
| Lenskart Solutions Ltd | Equity | ₹11.36 Cr | 0.31% |
| Anant Raj Ltd | Equity | ₹9.22 Cr | 0.25% |
| LG Electronics India Ltd | Equity | ₹6.72 Cr | 0.18% |
| Lupin Ltd | Equity | ₹5.75 Cr | 0.16% |
| Havells India Ltd | Equity | ₹5.63 Cr | 0.15% |
| Bluestone Jewellery And Lifestyle Ltd | Equity | ₹5.27 Cr | 0.14% |
| PNB Housing Finance Ltd | Equity | ₹4.44 Cr | 0.12% |
| Colgate-Palmolive (India) Ltd | Equity | ₹3.14 Cr | 0.09% |
| NTPC Ltd | Equity | ₹1.63 Cr | 0.04% |
| Tvs Motor Company Limited | Preferred Stock | ₹1.39 Cr | 0.04% |
Large Cap Stocks
81.98%
Mid Cap Stocks
9.18%
Small Cap Stocks
6.58%
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹1,559.57 Cr | 42.50% |
| Consumer Defensive | ₹839.59 Cr | 22.88% |
| Communication Services | ₹341.42 Cr | 9.30% |
| Healthcare | ₹207.87 Cr | 5.66% |
| Industrials | ₹207.67 Cr | 5.66% |
| Basic Materials | ₹189.25 Cr | 5.16% |
| Financial Services | ₹143.31 Cr | 3.90% |
| Technology | ₹52.4 Cr | 1.43% |
| Utilities | ₹46.15 Cr | 1.26% |
| Real Estate | ₹42.18 Cr | 1.15% |
| Energy | ₹21.95 Cr | 0.60% |
Standard Deviation
This fund
--
Cat. avg.
13.80%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.67
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.01
Higher the better
Since September 2024
Since September 2024
ISIN INF846K010X6 | Expense Ratio 1.90% | Exit Load 1.00% | Fund Size ₹3,670 Cr | Age 1 year 3 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty India Consumption TR INR |
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Total AUM
₹3,61,982 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
Your principal amount will be at Very High Risk


EquityEquity - ConsumptionVery High Risk
Regular
NAV (30-Dec-25)
Returns (Since Inception)
Fund Size
₹3,670 Cr
Expense Ratio
1.90%
ISIN
INF846K010X6
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
12 Sep 2024
Your principal amount will be at Very High Risk

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
-0.83%
+2.05% (Cat Avg.)
Since Inception
-3.41%
— (Cat Avg.)
| Equity | ₹3,651.36 Cr | 99.49% |
| Others | ₹17.22 Cr | 0.47% |
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Bharti Airtel Ltd | Equity | ₹321.85 Cr | 8.77% |
| Mahindra & Mahindra Ltd | Equity | ₹284.7 Cr | 7.76% |
| Eternal Ltd | Equity | ₹237.28 Cr | 6.47% |
| Hindustan Unilever Ltd | Equity | ₹225.77 Cr | 6.15% |
| Maruti Suzuki India Ltd | Equity | ₹214.85 Cr | 5.85% |
| ITC Ltd | Equity | ₹162.07 Cr | 4.42% |
| Titan Co Ltd | Equity | ₹156.79 Cr | 4.27% |
| InterGlobe Aviation Ltd | Equity | ₹124.79 Cr | 3.40% |
| TVS Motor Co Ltd | Equity | ₹104.02 Cr | 2.83% |
| Britannia Industries Ltd | Equity | ₹90.17 Cr | 2.46% |
| Tata Consumer Products Ltd | Equity | ₹86.16 Cr | 2.35% |
| Eicher Motors Ltd | Equity | ₹85.01 Cr | 2.32% |
| Asian Paints Ltd | Equity | ₹82.4 Cr | 2.25% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹79.91 Cr | 2.18% |
| Varun Beverages Ltd | Equity | ₹77.03 Cr | 2.10% |
| Indian Hotels Co Ltd | Equity | ₹66.82 Cr | 1.82% |
| Avenue Supermarts Ltd | Equity | ₹61 Cr | 1.66% |
| Nestle India Ltd | Equity | ₹57.29 Cr | 1.56% |
| Hero MotoCorp Ltd | Equity | ₹52.48 Cr | 1.43% |
| Bajaj Auto Ltd | Equity | ₹50.91 Cr | 1.39% |
| Trent Ltd | Equity | ₹47.75 Cr | 1.30% |
| Tata Power Co Ltd | Equity | ₹44.52 Cr | 1.21% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹42.68 Cr | 1.16% |
| Berger Paints India Ltd | Equity | ₹41.69 Cr | 1.14% |
| HDFC Bank Ltd | Equity | ₹41.43 Cr | 1.13% |
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹41.35 Cr | 1.13% |
| Pidilite Industries Ltd | Equity | ₹39.6 Cr | 1.08% |
| Vishal Mega Mart Ltd | Equity | ₹39.11 Cr | 1.07% |
| Bajaj Finance Ltd | Equity | ₹37.19 Cr | 1.01% |
| DOMS Industries Ltd | Equity | ₹36.87 Cr | 1.00% |
| Hyundai Motor India Ltd | Equity | ₹33.33 Cr | 0.91% |
| Godrej Consumer Products Ltd | Equity | ₹30.28 Cr | 0.82% |
| Arvind Fashions Ltd | Equity | ₹28.59 Cr | 0.78% |
| ICICI Bank Ltd | Equity | ₹26.74 Cr | 0.73% |
| PG Electroplast Ltd | Equity | ₹26.32 Cr | 0.72% |
| Dabur India Ltd | Equity | ₹25.87 Cr | 0.70% |
| UltraTech Cement Ltd | Equity | ₹25.57 Cr | 0.70% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-25.45 Cr | 0.69% |
| Jubilant Foodworks Ltd | Equity | ₹24.21 Cr | 0.66% |
| Travel Food Services Ltd | Equity | ₹22.93 Cr | 0.62% |
| HDFC Life Insurance Co Ltd | Equity | ₹22 Cr | 0.60% |
| Reliance Industries Ltd | Equity | ₹21.95 Cr | 0.60% |
| Vijaya Diagnostic Centre Ltd | Equity | ₹21.39 Cr | 0.58% |
| Sapphire Foods India Ltd | Equity | ₹21.3 Cr | 0.58% |
| Blue Star Ltd | Equity | ₹21.24 Cr | 0.58% |
| Marico Ltd | Equity | ₹20.8 Cr | 0.57% |
| Bharti Hexacom Ltd | Equity | ₹19.57 Cr | 0.53% |
| Dixon Technologies (India) Ltd | Equity | ₹19.35 Cr | 0.53% |
| Delhivery Ltd | Equity | ₹19.14 Cr | 0.52% |
| Fortis Healthcare Ltd | Equity | ₹18.7 Cr | 0.51% |
| Wework India Management Ltd | Equity | ₹17.76 Cr | 0.48% |
| Chalet Hotels Ltd | Equity | ₹17.39 Cr | 0.47% |
| V-Mart Retail Ltd | Equity | ₹15.65 Cr | 0.43% |
| Rainbow Childrens Medicare Ltd | Equity | ₹15.32 Cr | 0.42% |
| DLF Ltd | Equity | ₹15.2 Cr | 0.41% |
| Swiggy Ltd | Equity | ₹14.38 Cr | 0.39% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹14.1 Cr | 0.38% |
| Page Industries Ltd | Equity | ₹13.16 Cr | 0.36% |
| Devyani International Ltd | Equity | ₹11.93 Cr | 0.33% |
| ITC Hotels Ltd | Equity | ₹11.7 Cr | 0.32% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Equity | ₹11.5 Cr | 0.31% |
| Lenskart Solutions Ltd | Equity | ₹11.36 Cr | 0.31% |
| Anant Raj Ltd | Equity | ₹9.22 Cr | 0.25% |
| LG Electronics India Ltd | Equity | ₹6.72 Cr | 0.18% |
| Lupin Ltd | Equity | ₹5.75 Cr | 0.16% |
| Havells India Ltd | Equity | ₹5.63 Cr | 0.15% |
| Bluestone Jewellery And Lifestyle Ltd | Equity | ₹5.27 Cr | 0.14% |
| PNB Housing Finance Ltd | Equity | ₹4.44 Cr | 0.12% |
| Colgate-Palmolive (India) Ltd | Equity | ₹3.14 Cr | 0.09% |
| NTPC Ltd | Equity | ₹1.63 Cr | 0.04% |
| Tvs Motor Company Limited | Preferred Stock | ₹1.39 Cr | 0.04% |
Large Cap Stocks
81.98%
Mid Cap Stocks
9.18%
Small Cap Stocks
6.58%
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹1,559.57 Cr | 42.50% |
| Consumer Defensive | ₹839.59 Cr | 22.88% |
| Communication Services | ₹341.42 Cr | 9.30% |
| Healthcare | ₹207.87 Cr | 5.66% |
| Industrials | ₹207.67 Cr | 5.66% |
| Basic Materials | ₹189.25 Cr | 5.16% |
| Financial Services | ₹143.31 Cr | 3.90% |
| Technology | ₹52.4 Cr | 1.43% |
| Utilities | ₹46.15 Cr | 1.26% |
| Real Estate | ₹42.18 Cr | 1.15% |
| Energy | ₹21.95 Cr | 0.60% |
Standard Deviation
This fund
--
Cat. avg.
13.80%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.67
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.01
Higher the better
Since September 2024
Since September 2024
ISIN INF846K010X6 | Expense Ratio 1.90% | Exit Load 1.00% | Fund Size ₹3,670 Cr | Age 1 year 3 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty India Consumption TR INR |
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Total AUM
₹3,61,982 Cr
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025
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