Item: Aditya Birla Sun Life Consumption Fund Direct Plan Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › Aditya Birla Sun Life Mutual Fund › Aditya Birla Sun Life Consumption Fund Direct Plan Growth

251.980 (0.143%)

NAV on December 05, 2025

Category Equity:
Equity - Consumption

Investment StyleBox

Large Growth

Total Assets 6,526 cr

Turnover Ratio 15.27%

Expense Ratio 0.76%

Exit Load 1.00%if redeemed within
30 Days0.00%if redeemed after 30 Days

Returns

1M: -0.71%
1Y: 2.94%
3M: -0.90%
3Y: 15.31%
6M: 4.11%
5Y: 18.26%

Min Investment 1,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Chanchal Khandelwal (Since over 10 years)

ISIN INF209K01WC7

Fund Family Aditya Birla Sun Life

P/E Ratio 36.72

P/B Ratio 6.16

Launch Date January 01, 2013

Benchmark Nifty India Consumption TR INR

RISK MEASURES (3 yrs)

vs Nifty India Consumption TR INR

Alpha -0.70

Beta 0.89

R-Squared 92.91

Info Ratio -0.52

Tracking Err 3.86

Sortino 1.045

Sharpe 0.669

Std Dev 13.183

Risk Below Average

SECTOR WEIGHTINGS (%)

Financial 18.48%

Industrial 4.08%

Technology 0.0%

Basic Materials 2.23%

Consumer Cyclical 36.86%

Utilities Services 0.0%

Healthcare Services 5.02%

Energy Services 0.00%

Communication Services 6.84%

Consumer Defensive 25.92%

Real Estate 0.58%

INVESTMENT OBJECTIVE

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Equity Consumption Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Canara Robeco Consumer Trends Fund Direct Plan Growth	129.620	3.03%	2,000 cr	0.79%	Low
Mirae Asset Great Consumer Direct Plan Growth	113.802	2.50%	4,769 cr	0.41%	High

Best Equity Consumption Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Mirae Asset Great Consumer Direct Plan Growth	113.802	2.50%	4,769 cr	0.41%	High
Baroda BNP Paribas India Consumption Direct Growth	35.764	0.35%	1,552 cr	0.64%	Below Average
Tata India Consumer Fund Direct Growth	52.260	-0.91%	2,660 cr	0.69%	Average