Why Invest in Equity Funds?
Overview
Investment Objective
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. There is no assurance that the investment objective of the Scheme will be achieved
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 12 months from the date of allotment | |
| For 10% of investments | NIL |
| For remaining investments | 1% |
| If redeemed / switched-out after 12 months | |
| From the date of allotment | NIL |
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term
- An equity scheme investing in equity & equity related securities of companies engaged in consumption and consumption related sector or allied sectors
Performance
Returns Calculator
Returns Over The Years
Performance of AXIS CONSUMPTION FUND - Direct Growth as of February 28, 2026
| Nifty India Consumption TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | Nifty India Consumption TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | Nifty India Consumption TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2024-09-12 | -4.64% | -4.75% | 0.46% | 9,330 | 9,314 | 10,068 |
| 5 Years | - | - | - | - | - | - |
| 3 Years | - | - | - | - | - | - |
| 1 Year | 11.64% | 14.59% | 15.12% | 11,160 | 11,455 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 12 Sept 2024 | 1,80,000 | 1,74,411.78 | -3.99% | -1.07% | 4.07% | 1,78,504.73 | 1,85,712.83 |
| 5 Years | 6,00,000 | - | - | - | - | - | - |
| 3 Years | 3,60,000 | - | - | - | - | - | - |
| 1 Year | 1,20,000 | 1,17,862.22 | -3.33% | -0.96% | 4.55% | 1,19,388.29 | 1,22,881.47 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| Bharti Airtel Limited | 9.06 |
| Mahindra & Mahindra Limited | 8.31 |
| Titan Company Limited | 5.54 |
| Eternal Limited | 5.51 |
| Hindustan Unilever Limited | 5.41 |
Outlook
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Frequently asked questions
Actively managed portfolio with focus on both leaders and emerging players.Ability to invest across large, mid, and small-cap stocks within the consumption theme.Balanced approach with core FMCG allocation and exposure to allied consumer-driven industries.
Ivestors who want targeted exposure to India’s consumption growth story.Those looking for theme-based mutual funds focused on consumer spending and lifestyle-driven sectors.Investors with 5+ year horizons who are comfortable with the volatility of thematic funds.SIP investors seeking systematic participation in India’s rising consumption demand.
Yes. A SIP in Axis Consumption Fund allows investors to steadily build exposure to the consumption theme while benefiting from rupee-cost averaging. It is ideal for those seeking long-term thematic SIP opportunities in India.
India’s evolving consumption story is powered by a large young population, rising disposable incomes, and a growing middle class. Urbanisation, premiumisation, and digitisation are driving new consumption patterns.Captures opportunities in sectors benefiting from rising household demand.Provides investors a chance to participate in one of the biggest themes with potential for long-term structural growth in India.Diversification across FMCG, automobiles, telecom, realty, and more.
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. There is no assurance that the investment objective of the Scheme will be achieved.
Axis Consumption Fund: Concentrates on consumer-driven sectors like FMCG, autos, retail, telecom, and discretionary goods. Diversified Equity Funds: Spread across sectors without a thematic focus.Other Thematic Funds: May focus on manufacturing, ESG, or business cycles, but not specifically on consumption. Benefits of Investing in Axis Consumption Fund?1. Play India’s Consumption Story – Exposure to one of the powerful structural growth themes in India.2. Broad-Based Coverage – Invests beyond FMCG into autos, telecom, realty, retail, and durables.3. Multi-Cap Flexibility – Opportunity to invest across large, mid, and small caps within the consumption theme.4. Secular Growth Potential – Benefits from rising incomes, urbanisation, digitisation, and changing consumer preferences.5. Thematic Wealth Creation – Ideal for long-term investors and SIP planners looking to participate in India’s consumer-driven economy.
Axis Consumption Fund is an open-ended thematic equity scheme that invests in companies engaged in consumption and consumption-related sectors. Unlike a narrow FMCG-only focus, this thematic mutual fund covers a broad spectrum including automobiles, telecom, retail, realty, consumer durables, FMCG, and allied industries. It is designed to capture India’s long-term consumption growth story.
This fund is a thematic equity fund in India that focuses on the consumption theme — one of the most durable growth drivers of the Indian economy. Unlike diversified equity funds, it provides concentrated exposure to businesses aligned with consumer spending
Being a sectoral/thematic fund, performance depends heavily on the consumption theme.Concentrated exposure may lead to higher risk compared to diversified equity funds.Consumer demand cycles may impact short-term performance.
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