Nippon India Consumption Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
21.73%
3Y annualised
-0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jan 2023₹133.46
Min. SIP amount₹100
Rating5
Fund size₹303.58Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.8%21.7%13.1%12.8%
Category average6.4%14.1%9.6%NA
Rank with in category212NA
Understand terms

Holdings (32)

NameSectorInstrumentAssets
Hindustan Unilever Ltd.Consumer StaplesEquity6.3%
Bharti Airtel Ltd.CommunicationEquity5.6%
Westlife Foodworld LtdServicesEquity5.3%
ITC Ltd.Consumer StaplesEquity5.2%
Godrej Consumer Products Ltd.Consumer StaplesEquity4.8%
United Spirits Ltd.Consumer StaplesEquity4.3%
Sapphire Foods India Ltd.ServicesEquity3.8%
VST Industries Ltd.Consumer StaplesEquity3.4%
Voltas Ltd.Consumer DiscretionaryEquity3.4%
Shoppers Stop Ltd.ServicesEquity3.0%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Consistently top ranked fund
10Y annualised returns lower than category average by 0.95%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher expense ratio: 1.76%
Higher alpha: 8.55 The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 1.76%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Amar Kalkundrikar
Oct 2020 - Present
View details

Education
Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Experience
Prior to joining Nippon India Mutual Fund, he has worked with HDFC Asset Management Company Limited where he has handled multiple roles in Investment – Equity function such as Portfolio Management for PMS business, & performing Equity research in various sectors such as Consumer Staples, Consumer Discretionary, Retail, Construction Materials.
Also manages these schemes

Akshay Sharma
Dec 2022 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, Tower A, Peninsula Business Park,Ganapatrao Kadam Marg,Lower Parel (W), Mumbai 400013
Phone
022-68334800 / 18602660111
Launch Date
30 Jun 1995
Nippon India Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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