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nippon india consumption fund - growth
Nippon India Consumption Fund - Growth

Nippon India Consumption Fund - Growth

  • Very High Risk
  • Equity
  • Equity - Consumption
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NAV as on Apr 24, 2025
i
Price per unit of the scheme.
₹ 196.3939-0.67%1 Day Change
7.50%
Minimum Investment₹5000
Expense Ratio2.50%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Nippon India Consumption Fund - Growth
VS
Equity: Equity - Consumption Average NAV
    Topper in Equity: Equity - Consumption
    Sundaram Consumption Fund Direct Plan - Growth Option
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Nippon India Consumption Fund - Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty India Consumption TR INR
    Expense Ratio
    2.50%
    Category Avg Expense Ratio
    0.92%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 2,182.72 Cr(As on Mar, 2025)
    Inception Date
    Sep 30, 2004
    Turnover
    29.00 %
    Exit Load
    1% if redeemed or switched out on or before completion of 1 month from the date of allotment of units. Nil, thereafter.

    bt_logoABOUT THE FUND

    Objective: The fund has a focussed approach to investing in leaders or potential leaders that are likely to benefit directly or indirectly from domestic consumption led demand. It is well diversified across key segments like Consumer Non-Durables, Media & Entertainment, Automobile, Healthcare Services, Pharmaceuticals, etc., driven by relative attractiveness of Opportunities and Valuations. The fund has a flexi cap structure, allowing it to participate across market caps. Strong business model that allows for good ROE generation will be the primary basis for investment. Businesses with focus on sustainable profitable growth will be the core components of the investment universe.

    Nippon India Consumption Fund - Growth is an Equity - Equity - Consumption fund. The fund was launched inSep 30, 2004. Its risk level is . The NAV of the fund as onApr 24, 2025 is ₹196.39. Its expense ratio is 2.50 %. The fund has an AUM of ₹2,182.72 Cr.The fund is managed byKinjal Desai,Akshay Sharma,Amar Kalkundrikar.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Amar Kalkundrikar
    Amar Kalkundrikar
    i
    Lead Fund Manager.
    Oct 20, 2020 - Present
    • Fund Manager Rank1Out of 9
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed3
    • Total AUM₹ 16,457.74 Cr
    • Highest Return In 1 Yr13.62 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Balanced Advantage Fund Direct Growth Plan
    ₹ 194.72
    2.52%
    1.42%
    High Risk
    ₹8,807.55Cr
    Nippon India Vision Fund - Direct Plan - Growth Plan
    ₹ 1,507.42
    3.45%
    2.23%
    Very High Risk
    ₹5,467.48Cr
    Nippon India Consumption Fund - Direct Plan - Growth Plan
    --
    ₹ 219.89
    7.63%
    -%
    Very High Risk
    ₹2,182.72Cr
    Nippon India Balanced Advantage Fund Direct Growth Plan
    High Risk
    • NAV₹ 194.72
    • Fund Size₹8,807.55Cr
    Fund Return2.52%
    Category Return1.42%
    Nippon India Vision Fund - Direct Plan - Growth Plan
    Very High Risk
    • NAV₹ 1,507.42
    • Fund Size₹5,467.48Cr
    Fund Return3.45%
    Category Return2.23%
    Nippon India Consumption Fund - Direct Plan - Growth Plan
    Very High Risk--
    • NAV₹ 219.89
    • Fund Size₹2,182.72Cr
    Fund Return7.63%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Kinjal Desai
    Kinjal Desai
    i
    Lead Fund Manager.
    Nov 1, 2020 - Present
    • Schemes managed52
    • Total AUM₹ 3,74,076.68 Cr
    • Highest Return In 1 Yr340.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    ₹ 177.22
    3.17%
    2.33%
    Very High Risk
    ₹55,490.73Cr
    Nippon India Credit Risk Fund Direct Plan Growth Option
    ₹ 37.91
    1.54%
    0.91%
    High Risk
    ₹1,001.05Cr
    Nippon India Pharma Fund - Direct Plan - Growth Plan
    --
    ₹ 559.33
    2.24%
    1.33%
    Very High Risk
    ₹8,080.97Cr
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    Very High Risk
    • NAV₹ 177.22
    • Fund Size₹55,490.73Cr
    Fund Return3.17%
    Category Return2.33%
    Nippon India Credit Risk Fund Direct Plan Growth Option
    High Risk
    • NAV₹ 37.91
    • Fund Size₹1,001.05Cr
    Fund Return1.54%
    Category Return0.91%
    Nippon India Pharma Fund - Direct Plan - Growth Plan
    Very High Risk--
    • NAV₹ 559.33
    • Fund Size₹8,080.97Cr
    Fund Return2.24%
    Category Return1.33%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Akshay Sharma
    Akshay Sharma
    i
    Lead Fund Manager.
    Dec 1, 2022 - Present
    • Schemes managed51
    • Total AUM₹ 3,74,070.51 Cr
    • Highest Return In 1 Yr340.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Pharma Fund - Direct Plan - Growth Plan
    --
    ₹ 559.33
    2.24%
    1.33%
    Very High Risk
    ₹8,080.97Cr
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    ₹ 177.22
    3.17%
    2.33%
    Very High Risk
    ₹55,490.73Cr
    Nippon India Balanced Advantage Fund Direct Growth Plan
    ₹ 194.72
    2.52%
    1.42%
    High Risk
    ₹8,807.55Cr
    Nippon India Pharma Fund - Direct Plan - Growth Plan
    Very High Risk--
    • NAV₹ 559.33
    • Fund Size₹8,080.97Cr
    Fund Return2.24%
    Category Return1.33%
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    Very High Risk
    • NAV₹ 177.22
    • Fund Size₹55,490.73Cr
    Fund Return3.17%
    Category Return2.33%
    Nippon India Balanced Advantage Fund Direct Growth Plan
    High Risk
    • NAV₹ 194.72
    • Fund Size₹8,807.55Cr
    Fund Return2.52%
    Category Return1.42%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2025
    EQUITY (98.85%)
    DEBT (-%)
    CASH (1.15%)
    Allocation by Market Cap
    Large Cap(66.89%)
    Mid Cap(18.46%)
    Small Cap(13.50%)
    Industry Holdings
    • Auto Manufacturers15.58%
    • Household Personal Products13.86%
    • Telecom Services8.07%
    • Restaurants6.85%
    • Specialty Chemicals6.10%
    • Tobacco5.41%
    Stock Holdings
    • Bharti Airtel Ltd7.98%
    • Hindustan Unilever Ltd6.91%
    • Mahindra & Mahindra Ltd5.80%
    • ITC Ltd5.35%
    • Avenue Supermarts Ltd4.95%
    • Godrej Consumer Products Ltd4.69%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      3.90
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      78.57
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.88
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.72
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.14
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.72
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Nippon India Consumption Fund - GrowthNippon India Consumption Fund - Growth
    ₹ 196.39
    7.50%
    --
    Very High Risk
    ₹ 2,182.72 Cr
    Aditya Birla Sun Life India GenNext Fund GrowthAditya Birla Sun Life India GenNext Fund Growth
    ₹ 209.71
    6.11%
    --
    Very High Risk
    ₹ 5,612.93 Cr
    Sundaram Consumption Fund GrowthSundaram Consumption Fund Growth
    ₹ 94.85
    5.98%
    --
    Very High Risk
    ₹ 1,445.25 Cr
    Tata India Consumer Fund Regular GrowthTata India Consumer Fund Regular Growth
    --
    ₹ 42.98
    5.65%
    --
    Very High Risk
    ₹ 2,208.32 Cr
    Mirae Asset Great Consumer Regular GrowthMirae Asset Great Consumer Regular Growth
    ₹ 88.71
    5.57%
    --
    Very High Risk
    ₹ 3,871.78 Cr
    Canara Robeco Consumer Trends Fund Regular Plan GrowthCanara Robeco Consumer Trends Fund Regular Plan Growth
    --
    ₹ 106.37
    5.05%
    --
    Very High Risk
    ₹ 1,694.63 Cr
    Nippon India Consumption Fund - Growth
    Very High Risk
    • NAV₹ 196.39
    • Fund Size₹ 2,182.72 Cr
    Fund Return7.50%
    Category Return--
    Aditya Birla Sun Life India GenNext Fund Growth
    Very High Risk
    • NAV₹ 209.71
    • Fund Size₹ 5,612.93 Cr
    Fund Return6.11%
    Category Return--
    Sundaram Consumption Fund Growth
    Very High Risk
    • NAV₹ 94.85
    • Fund Size₹ 1,445.25 Cr
    Fund Return5.98%
    Category Return--
    Tata India Consumer Fund Regular Growth
    Very High Risk--
    • NAV₹ 42.98
    • Fund Size₹ 2,208.32 Cr
    Fund Return5.65%
    Category Return--
    Mirae Asset Great Consumer Regular Growth
    Very High Risk
    • NAV₹ 88.71
    • Fund Size₹ 3,871.78 Cr
    Fund Return5.57%
    Category Return--
    Canara Robeco Consumer Trends Fund Regular Plan Growth
    Very High Risk--
    • NAV₹ 106.37
    • Fund Size₹ 1,694.63 Cr
    Fund Return5.05%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Nippon India Credit Risk Fund Segregated Portfolio 1 Direct GrowthNippon India Credit Risk Fund Segregated Portfolio 1 Direct Growth
    --
    ₹ 0.53
    298.36%
    --
    High Risk
    ₹ 23.68 Cr
    Nippon India Strategic Debt Fund Segregated Portfolio 1 Direct GrowthNippon India Strategic Debt Fund Segregated Portfolio 1 Direct Growth
    --
    ₹ 0.19
    297.89%
    --
    Very High Risk
    ₹ 6.16 Cr
    Nippon India Gold Savings Fund - Direct Plan - GrowthNippon India Gold Savings Fund - Direct Plan - Growth
    --
    ₹ 38.88
    10.28%
    5.01%
    High Risk
    ₹ 2,744.47 Cr
    Nippon India Consumption Fund - Direct Plan - Growth PlanNippon India Consumption Fund - Direct Plan - Growth Plan
    --
    ₹ 219.89
    7.63%
    --
    Very High Risk
    ₹ 2,182.72 Cr
    Nippon India Banking & Financial Services Fund Direct Plan - GrowthNippon India Banking & Financial Services Fund Direct Plan - Growth
    ₹ 672.84
    6.99%
    8.35%
    Very High Risk
    ₹ 6,565.78 Cr
    Nippon India Focused Equity Fund - Direct Plan - Growth OptionNippon India Focused Equity Fund - Direct Plan - Growth Option
    ₹ 126.94
    4.30%
    3.54%
    Very High Risk
    ₹ 7,921.71 Cr
    Nippon India Credit Risk Fund Segregated Portfolio 1 Direct Growth
    High Risk--
    • NAV₹ 0.53
    • Fund Size₹ 23.68 Cr
    1 Month Return298.36%
    Category Return--
    Nippon India Strategic Debt Fund Segregated Portfolio 1 Direct Growth
    Very High Risk--
    • NAV₹ 0.19
    • Fund Size₹ 6.16 Cr
    1 Month Return297.89%
    Category Return--
    Nippon India Gold Savings Fund - Direct Plan - Growth
    High Risk--
    • NAV₹ 38.88
    • Fund Size₹ 2,744.47 Cr
    1 Month Return10.28%
    Category Return5.01%
    Nippon India Consumption Fund - Direct Plan - Growth Plan
    Very High Risk--
    • NAV₹ 219.89
    • Fund Size₹ 2,182.72 Cr
    1 Month Return7.63%
    Category Return--
    Nippon India Banking & Financial Services Fund Direct Plan - Growth
    Very High Risk
    • NAV₹ 672.84
    • Fund Size₹ 6,565.78 Cr
    1 Month Return6.99%
    Category Return8.35%
    Nippon India Focused Equity Fund - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 126.94
    • Fund Size₹ 7,921.71 Cr
    1 Month Return4.30%
    Category Return3.54%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Nippon Life India Asset Management Ltd
    Nippon Life India Asset Management Ltd manages assets worth ₹ 5,67,393.31 crores. It’s current offering of mutual fund schemes includes 31 equity, 78 debt and 12 hybrid schemes.
    phone icon
    Phone
    022-6808 7000/18602660111
    mail icon
    Email
    customercare@nipponindiaim.in
    aum
    AUM
    ₹ 5,67,393.31 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    4th Floor, Tower A, Peninsula Business Park, Mumbai,400 013

    bt_logoFAQ's

    What is the category of Nippon India Consumption Fund - Growth ?
    The category of Nippon India Consumption Fund - Growth is Equity - Equity - Consumption
    What is the current NAV of Nippon India Consumption Fund - Growth ?
    The current NAV of Nippon India Consumption Fund - Growth as on Apr 24, 2025 is ₹196.39
    How safe is Nippon India Consumption Fund - Growth ?
    The risk level of Nippon India Consumption Fund - Growth is Very High.
    What are short term returns given by Nippon India Consumption Fund - Growth ?
    The return given by Nippon India Consumption Fund - Growth in 1 month is 7.50%, 3 months is 5.13%, 6 months is -1.31%, and 1 year is 10.91%
    What are the long term returns given by Nippon India Consumption Fund - Growth ?
    The return given by Nippon India Consumption Fund - Growth in 3 years is 19.95% and 5 years is 28.09%.
    What is the expense ratio of Nippon India Consumption Fund - Growth ?
    The expense ratio of Nippon India Consumption Fund - Growth is 2.50%
    What is the AUM of Nippon India Consumption Fund - Growth ?
    The assets under Management (AUM) of Nippon India Consumption Fund - Growth is Rs 2,182.72 crores.
    What is the minimum investment in Nippon India Consumption Fund - Growth ?
    The minimum Lumpsum investment in Nippon India Consumption Fund - Growth is ₹5,000.00 and the minimum SIP investment in Nippon India Consumption Fund - Growth is ₹100.00
    What is the asset allocation of Nippon India Consumption Fund - Growth?
    Nippon India Consumption Fund - Growth has an exposure of 98.85% in Equity and 1.15% in Cash & Money Market Securities

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