Nippon India Consumption Fund(G)-Direct Plan

View the regular plan of this scheme

Rs 213.27   1.0186(0.48 %) NAV as on 19 Nov 2024
Prime Rating: Unrated
Prime Recommendation: Upgrade to see

Fund type:
Equity
AUM (in crores):
₹ 2,073.22
Fund category:
Sector Funds
Fund manager(s):
Amar Kalkundrikar
Benchmark:
Nifty India Consumption - TRI
Minimum investment:
₹ 5000
Launch date:
01 Jan 2013
Min. additional investment:
₹ 1000
Expense ratio:
0.66 %
Exit load:
1% on or before 1M, Nil after 1M

Scheme Objective: The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand. There is no assurance or guarantee that the investment objective of the scheme will be achieved.


Performance (As on 19 Nov 2024)

6 month returns 1 year returns3 year returns5 year returns Returns since inception
Scheme5.50 % 27.91 % 19.62 %24.23 % 15.27 %
NIFTY 5004.07 % 24.82 % 12.85 %17.77 % N/A

Portfolio

Top 10 stock holdings
Allocation (%)
Bharti Airtel Limited
7.23%
Hindustan Unilever Limited
6.44%
ITC Limited
5.66%
Mahindra & Mahindra Limited
5.15%
Godrej Consumer Products Limited
4.54%
Jubilant Foodworks Limited
3.64%
Berger Paints (I) Limited
3.49%
United Breweries Limited
3.32%
United Spirits Limited
3.22%
Maruti Suzuki India Limited
3.19%

About this category

Sector funds focus their entire portfolio on one particular sector such as banking, infrastructure, or pharmaceuticals. These funds can have very high concentration in their top few stocks. A sector fund can deliver outsized returns compared to the market when the sector is in market favour during a rising market. These funds can be prolonged underperformers if markets dont pick up the theme or if the sector is going through a bad patch. These funds require well-timed entry at the low point and an exit at the high point in order to see returns.

Suitability

Sector funds suit investors with very high risk appetites, and who have the knowledge and ability to track sector performance.

Taxation
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