Axis Consumption Fund
Equity
●
Consumption
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹8.26
Expense Ratio
1.93%
Min SIP
₹500
Fund Size
₹3092Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of investments and 1% for remaining on or before 12M, Nil after 12M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.28%
Beta
0.92
Sharpe Ratio
-0.325786
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-5.82)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Kotak Consumption Fund
- Invesco India Consumption Fund
- Axis Consumption Fund
- Edelweiss Consumption Fund
- HSBC Consumption Fund
- LIC MF Consumption Fund
- Bajaj Finserv Consumption Fund
- Nippon India Consumption Fund
- Baroda BNP Paribas India Consumption Fund
- SBI Consumption Opportunities Fund
- UTI India Consumer Fund
- Sundaram Consumption Fund
- Motilal Oswal Consumption Fund
- Bank of India Consumption Fund
- ICICI Prudential Bharat Consumption Fund
- Mirae Asset Great Consumer Fund
- Canara Robeco Consumer Trends Fund
- Union Consumption Fund
- WhiteOak Capital Consumption Opportunities Fund
- Tata India Consumer Fund
- Mahindra Manulife Consumption Fund
- ICICI Prudential FMCG Fund
- Aditya Birla Sun Life Consumption Fund
- Quant Consumption Fund
- ITI Bharat Consumption Fund
Hitesh Das
Axis Mutual FundTotal assets under management
₹327.28L Crores
Date of incorporation
13 Jan 2009
Axis Consumption Fund FAQs
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Axis Consumption Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Axis Consumption Fund has an AUM of ₹3091.55 Cr as on 3/27/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 11.59%. The risk is Very High against the category average of 38.96.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Axis Consumption Fund.
Ans. The expense ratio of Axis Consumption Fund is 1.93%.