Sharpe ratio
-0.51Return earned for the risk taken.
Negative
Negative means the fund has not rewarded investors well for the risk taken recently.
-1.22%1Y Absolute Return
-0.41%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Axis Consumption Fund Direct Plan - GrowthFund 1Y annualised return · 5Y history unavailable | ₹7,11,989 | ₹7,32,612 | ₹-20,623 | -1.22% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹0.98
₹1 Lakh since launch₹0.98 Lakh
Fund age2.2 yrs
Fund information
Scheme code152805
ISININF846K013X0
BenchmarkNIFTY India Consumption TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio0.85%
Exit loadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 Days.
Minimum SIP₹500 SIP
Return comparison
637th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +188.13% | — | — |
| 3M | -4.02% | — | — |
| 6M | +15.65% | — | — |
| 1Y | -1.22% | — | +4.16% |
| Since Launch | -1.63% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
-0.70Return earned while limiting downside risk.
Negative
Negative means downside losses have outweighed the returns.
Standard deviation
14.93%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
-0.08How well the fund rewarded investors relative to its biggest decline.
Negative
The fund has struggled to recover from its drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity99.44%
Debt0.74%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 59 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | Equity | 8.6922% |
| Titan Company Ltd | Consumer Discretionary | Equity | 6.4614% |
| Zomato Ltd | Technology | Equity | 6.4223% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 6.2102% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 4.8969% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 4.7304% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.9898% |
| Asian Paints Ltd | Materials | Equity | 3.5622% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.439% |
| Varun Beverages Ltd | Consumer Staples | Equity | 3.4138% |
Fund management
KR
Krishnaa Narayan
Since 2024 · Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
She is a Chartered Accountant
HI
Hitesh Das
Since 2024 · 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.
Mr. Das is a PGDM, M.Tech, B.Tech
JA
Jayesh Sundar
Since 2026 · Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Mr. Sundar is a Chartered Accountant
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Ranks 637 of 932 in its category over 1 year.
Strengths
- None
Weaknesses
- Ranks 637 of 932 in its category over 1 year.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 14.9% volatility.
Risk drivers
- None