The average 1 year return of Consumption Mutual Funds is 42.04 % for regular funds and 43.8 % for direct funds. The average 3 year return is 20.4 % for regular funds and 21.83 % for direct funds. The average 1 year SIP return is 24.25 % for regular funds and 25.83 % for direct funds. The average 3 year SIP return is 28.41 % for regular funds and 29.9 % for direct funds. The average Sharpe Ratio is 1.21 and the average Standard Deviation is 12.05%.
Find the best Consumption Mutual Funds for September 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sbi Consumption Opportunities Fund | 1 | |
42.83% | 25.46% | 25.33% | 19.02% | 18.05% | 44.40% | 26.82% | 26.69% | 20.34% | 19.30% | 11.62% | -6.99% | -12.04% | 12.01% | 0.69 | 1.02 | 1.70 |
| Nippon India Consumption Fund | 2 | |
42.15% | 22.17% | 26.30% | 19.57% | 16.08% | 43.98% | 23.71% | 27.66% | 20.76% | 17.15% | 12.09% | -7.88% | -10.56% | 6.31% | 0.80 | 0.85 | 1.38 |
| Icici Prudential Bharat Consumption Fund | 3 | |
39.83% | 21.89% | 21.71% | % | % | 41.12% | 22.99% | 23.07% | % | % | 10.10% | -5.85% | -9.58% | 9.11% | 0.65 | 0.94 | 1.61 |
| Mahindra Manulife Consumption Fund | 4 | |
43.21% | 21.03% | 20.27% | % | % | 45.65% | 23.04% | 22.27% | % | % | 11.89% | -7.99% | -12.07% | 8.53% | 0.82 | 0.76 | 1.27 |
| Mirae Asset Great Consumer Fund | 5 | |
42.48% | 21.48% | 23.65% | 18.77% | 18.01% | 44.55% | 23.32% | 25.59% | 20.58% | 19.75% | 12.67% | -7.90% | -11.39% | 2.87% | 0.90 | 0.80 | 1.23 |
| Sundaram Consumption Fund | 6 | |
36.79% | 19.88% | 20.64% | 13.90% | 16.32% | 37.99% | 20.97% | 21.69% | 14.86% | 17.22% | 12.71% | -8.89% | -11.06% | 6.92% | 0.81 | 0.75 | 1.13 |
| Canara Robeco Consumer Trends Fund | 7 | |
41.64% | 19.27% | 23.32% | 18.68% | 18.43% | 43.43% | 20.84% | 24.94% | 20.23% | 19.85% | 12.78% | -10.26% | -12.75% | 2.86% | 0.87 | 0.66 | 1.07 |
| Tata India Consumer Fund | 8 | |
43.53% | 19.61% | 22.71% | 16.54% | % | 45.38% | 21.17% | 24.36% | 18.20% | % | 13.74% | -11.79% | -13.26% | -0.36% | 0.97 | 0.60 | 1.02 |
| Aditya Birla Sun Life India Gennext Fund | 9 | |
37.70% | 17.08% | 21.58% | 16.98% | 17.79% | 39.23% | 18.43% | 23.00% | 18.33% | 19.11% | 12.28% | -10.31% | -12.18% | 3.13% | 0.87 | 0.57 | 0.96 |
| Uti India Consumer Fund | 10 | |
43.02% | 16.13% | 19.40% | 14.55% | 13.00% | 44.36% | 17.05% | 20.20% | 15.29% | 13.70% | 12.68% | -11.98% | -14.03% | -2.21% | 0.91 | 0.50 | 0.86 |
Return Calculated On: 11 October 2024
Ratios Calculated On: 30 September 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life India Gennext Fund | 16,524.00 | 13,297.92 | 57,776.40 | 51,897.28 | 159,402.00 | 109,007.46 | 251,756.40 | 177,631.44 | 617,172.00 | 316,684.56 | 2,152,782.00 | 825,684.66 |
| Baroda BNP Paribas India Consumption Fund | 17,174.40 | 13,529.89 | ||||||||||
| Canara Robeco Consumer Trends Fund | 16,996.80 | 13,425.31 | 61,081.20 | 53,541.54 | 171,126.00 | 113,539.98 | 278,502.00 | 188,397.38 | 651,504.00 | 340,650.12 | 2,014,182.00 | 835,924.50 |
| HDFC Non-Cyclical Consumer Fund | 17,031.60 | 13,609.04 | ||||||||||
| HSBC Consumption Fund | 17,798.40 | 13,757.93 | ||||||||||
| Icici Prudential Bharat Consumption Fund | 16,779.60 | 13,236.18 | 65,188.80 | 54,470.30 | 160,218.00 | 114,082.20 | ||||||
| Kotak Consumption Fund | ||||||||||||
| Mahindra Manulife Consumption Fund | 17,185.20 | 13,459.01 | 63,831.60 | 54,200.81 | 150,990.00 | 110,878.68 | ||||||
| Mirae Asset Great Consumer Fund | 17,097.60 | 13,596.36 | 64,540.80 | 55,380.28 | 173,460.00 | 118,152.90 | 280,056.00 | 191,380.64 | 628,740.00 | 346,486.80 | ||
| Nippon India Consumption Fund | 17,058.00 | 13,409.76 | 65,642.40 | 54,962.35 | 192,810.00 | 122,287.74 | 293,437.20 | 202,344.58 | 533,172.00 | 335,591.76 | 1,577,448.00 | 743,972.94 |
| Sbi Consumption Opportunities Fund | 17,139.60 | 13,723.97 | 71,092.80 | 55,890.58 | 185,550.00 | 127,038.90 | 284,130.00 | 200,576.88 | 630,696.00 | 355,959.12 | ||
| Sundaram Consumption Fund | 16,414.80 | 13,481.51 | 62,024.40 | 54,135.54 | 153,330.00 | 110,766.30 | 208,908.00 | 171,062.05 | 544,056.00 | 295,238.76 | 1,477,062.00 | 692,877.06 |
| Tata India Consumer Fund | 17,223.60 | 13,625.56 | 61,610.40 | 55,352.34 | 166,914.00 | 115,042.86 | 245,271.60 | 180,975.31 | ||||
| Uti India Consumer Fund | 17,162.40 | 13,646.83 | 56,376.00 | 52,244.78 | 145,590.00 | 105,130.26 | 217,442.40 | 164,773.81 | 407,256.00 | 273,241.20 | 1,170,594.00 | 572,338.26 |
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life India Gennext Fund | 16,707.60 | 13,383.04 | 59,792.40 | 52,890.12 | 168,918.00 | 112,770.30 | 272,857.20 | 186,331.66 | 689,808.00 | 339,783.00 | ||
| Baroda BNP Paribas India Consumption Fund | 17,430.00 | 13,646.88 | ||||||||||
| Canara Robeco Consumer Trends Fund | 17,211.60 | 13,522.74 | 63,518.40 | 54,718.49 | 182,640.00 | 118,031.40 | 304,970.40 | 199,007.84 | 733,608.00 | 368,374.44 | ||
| HDFC Non-Cyclical Consumer Fund | 17,245.20 | 13,706.98 | ||||||||||
| HSBC Consumption Fund | 18,046.80 | 13,868.59 | ||||||||||
| Icici Prudential Bharat Consumption Fund | 16,934.40 | 13,305.78 | 66,981.60 | 55,284.12 | 169,428.00 | 117,504.42 | ||||||
| Kotak Consumption Fund | ||||||||||||
| Mahindra Manulife Consumption Fund | 17,478.00 | 13,592.46 | 67,060.80 | 55,758.60 | 163,932.00 | 116,364.24 | ||||||
| Mirae Asset Great Consumer Fund | 17,346.00 | 13,709.96 | 67,521.60 | 56,804.80 | 187,434.00 | 123,659.70 | 311,337.60 | 204,079.26 | 727,464.00 | 380,292.36 | ||
| Nippon India Consumption Fund | 17,277.60 | 13,510.90 | 68,166.00 | 56,132.24 | 203,454.00 | 126,696.42 | 314,580.00 | 211,816.00 | 584,232.00 | 356,424.24 | ||
| Sbi Consumption Opportunities Fund | 17,328.00 | 13,810.45 | 73,429.20 | 56,941.85 | 195,786.00 | 131,300.94 | 306,944.40 | 209,798.23 | 701,064.00 | 380,221.56 | ||
| Sundaram Consumption Fund | 16,558.80 | 13,548.72 | 63,723.60 | 54,953.17 | 160,104.00 | 113,660.28 | 221,491.20 | 177,107.28 | 587,556.00 | 310,309.32 | ||
| Tata India Consumer Fund | 17,445.60 | 13,726.07 | 64,044.00 | 56,571.19 | 178,434.00 | 119,579.58 | 270,841.20 | 191,261.87 | ||||
| Uti India Consumer Fund | 17,323.20 | 13,720.08 | 57,736.80 | 52,993.37 | 150,522.00 | 107,439.00 | 227,354.40 | 169,456.39 | 433,140.00 | 283,849.80 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
-12.18 | -10.31 | -3.22 | 12.28 | 8.06 |
| Canara Robeco Consumer Trends Fund |
-12.75 | -10.26 | -3.49 | 12.78 | 8.17 |
| None |
-7.49 | -5.06 | -3.16 | 9.97 | 6.20 |
| Icici Prudential Bharat Consumption Fund |
-9.58 | -5.85 | -3.15 | 10.10 | 7.07 |
| Mahindra Manulife Consumption Fund |
-12.07 | -7.99 | -3.96 | 11.89 | 7.84 |
| Mirae Asset Great Consumer Fund |
-11.39 | -7.90 | -4.39 | 12.67 | 8.03 |
| Nippon India Consumption Fund |
-10.56 | -7.88 | -5.23 | 12.09 | 8.04 |
| Sbi Consumption Opportunities Fund |
-12.04 | -6.99 | -2.90 | 11.62 | 8.22 |
| Sundaram Consumption Fund |
-11.06 | -8.89 | -6.22 | 12.71 | 7.89 |
| Tata India Consumer Fund |
-13.26 | -11.79 | -4.04 | 13.74 | 9.06 |
| Uti India Consumer Fund |
-14.03 | -11.98 | -5.04 | 12.68 | 8.32 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
0.96
|
0.57
|
0.96
|
0.41
|
3.13
|
0.87 |
0.85
|
|
1.60
|
0.8557
|
| Canara Robeco Consumer Trends Fund |
1.07
|
0.66
|
1.06
|
0.43
|
2.86
|
0.87 |
0.83
|
|
1.74
|
0.2586
|
| None |
1.06
|
0.68
|
1.21
|
0.43
|
3.81
|
0.72 |
0.91
|
|
1.73
|
-2.1629
|
| Icici Prudential Bharat Consumption Fund |
1.61
|
0.94
|
1.52
|
0.40
|
9.11
|
0.65 |
0.72
|
|
2.25
|
1.4345
|
| Mahindra Manulife Consumption Fund |
1.27
|
0.76
|
1.28
|
0.41
|
8.53
|
0.82 |
0.78
|
|
1.90
|
5.4370
|
| Mirae Asset Great Consumer Fund |
1.23
|
0.80
|
1.31
|
0.40
|
2.87
|
0.90 |
0.88
|
|
1.88
|
0.7347
|
| Nippon India Consumption Fund |
1.38
|
0.85
|
1.38
|
0.42
|
6.31
|
0.80 |
0.76
|
|
2.03
|
1.9631
|
| Sbi Consumption Opportunities Fund |
1.70
|
1.02
|
1.64
|
0.35
|
12.01
|
0.69 |
0.61
|
|
2.33
|
5.1602
|
| Sundaram Consumption Fund |
1.13
|
0.75
|
1.17
|
0.42
|
6.92
|
0.81 |
0.69
|
|
1.76
|
3.5933
|
| Tata India Consumer Fund |
1.02
|
0.60
|
1.00
|
0.41
|
-0.36
|
0.97 |
0.87
|
|
1.68
|
-0.9227
|
| Uti India Consumer Fund |
0.86
|
0.50
|
0.84
|
0.40
|
-2.21
|
0.91 |
0.88
|
|
1.52
|
-4.2659
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
0.02%
|
0.27%
|
0.16%
|
7.73%
|
%
|
37.70%
|
17.08%
|
21.58%
|
16.98%
|
17.79%
|
17.99%
|
| Baroda BNP Paribas India Consumption Fund |
0.14%
|
0.75%
|
0.08%
|
8.23%
|
%
|
43.12%
|
%
|
%
|
%
|
%
|
%
|
| Canara Robeco Consumer Trends Fund |
0.31%
|
1.01%
|
0.36%
|
8.25%
|
%
|
41.64%
|
19.27%
|
23.32%
|
18.68%
|
18.43%
|
17.47%
|
| HDFC Non-Cyclical Consumer Fund |
0.37%
|
0.26%
|
-0.39%
|
11.81%
|
%
|
41.93%
|
%
|
%
|
%
|
%
|
%
|
| HSBC Consumption Fund |
0.46%
|
1.37%
|
0.86%
|
10.02%
|
%
|
48.32%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Bharat Consumption Fund |
0.07%
|
0.15%
|
0.41%
|
8.43%
|
%
|
39.83%
|
21.89%
|
21.71%
|
%
|
%
|
%
|
| Kotak Consumption Fund |
0.18%
|
0.41%
|
-0.68%
|
11.14%
|
%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Mahindra Manulife Consumption Fund |
-0.06%
|
0.46%
|
0.05%
|
7.58%
|
%
|
43.21%
|
21.03%
|
20.27%
|
%
|
%
|
%
|
| Mirae Asset Great Consumer Fund |
0.24%
|
0.67%
|
0.62%
|
9.76%
|
%
|
42.48%
|
21.48%
|
23.65%
|
18.77%
|
18.01%
|
%
|
| Nippon India Consumption Fund |
0.25%
|
0.20%
|
-1.25%
|
6.45%
|
%
|
42.15%
|
22.17%
|
26.30%
|
19.57%
|
16.08%
|
15.57%
|
| Sbi Consumption Opportunities Fund |
0.06%
|
1.21%
|
1.03%
|
9.99%
|
%
|
42.83%
|
25.46%
|
25.33%
|
19.02%
|
18.05%
|
%
|
| Sundaram Consumption Fund |
-0.03%
|
0.22%
|
1.13%
|
11.17%
|
%
|
36.79%
|
19.88%
|
20.64%
|
13.90%
|
16.32%
|
15.06%
|
| Tata India Consumer Fund |
0.12%
|
0.35%
|
-0.02%
|
10.34%
|
%
|
43.53%
|
19.61%
|
22.71%
|
16.54%
|
%
|
%
|
| Uti India Consumer Fund |
0.08%
|
0.43%
|
1.48%
|
8.61%
|
%
|
43.02%
|
16.13%
|
19.40%
|
14.55%
|
13.00%
|
13.29%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
0.03%
|
0.29%
|
0.25%
|
8.03%
|
%
|
39.23%
|
18.43%
|
23.00%
|
18.33%
|
19.11%
|
%
|
| Baroda BNP Paribas India Consumption Fund |
0.15%
|
0.78%
|
0.20%
|
8.64%
|
%
|
45.25%
|
%
|
%
|
%
|
%
|
%
|
| Canara Robeco Consumer Trends Fund |
0.32%
|
1.05%
|
0.47%
|
8.60%
|
%
|
43.43%
|
20.84%
|
24.94%
|
20.23%
|
19.85%
|
%
|
| HDFC Non-Cyclical Consumer Fund |
0.38%
|
0.29%
|
-0.28%
|
12.16%
|
%
|
43.71%
|
%
|
%
|
%
|
%
|
%
|
| HSBC Consumption Fund |
0.47%
|
1.40%
|
0.97%
|
10.40%
|
%
|
50.39%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Bharat Consumption Fund |
0.07%
|
0.14%
|
0.46%
|
8.67%
|
%
|
41.12%
|
22.99%
|
23.07%
|
%
|
%
|
%
|
| Kotak Consumption Fund |
0.19%
|
0.45%
|
-0.55%
|
11.60%
|
%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Mahindra Manulife Consumption Fund |
-0.06%
|
0.49%
|
0.19%
|
8.04%
|
%
|
45.65%
|
23.04%
|
22.27%
|
%
|
%
|
%
|
| Mirae Asset Great Consumer Fund |
0.25%
|
0.70%
|
0.74%
|
10.15%
|
%
|
44.55%
|
23.32%
|
25.59%
|
20.58%
|
19.75%
|
%
|
| Nippon India Consumption Fund |
0.26%
|
0.22%
|
-1.14%
|
6.81%
|
%
|
43.98%
|
23.71%
|
27.66%
|
20.76%
|
17.15%
|
%
|
| Sbi Consumption Opportunities Fund |
0.07%
|
1.23%
|
1.12%
|
10.29%
|
%
|
44.40%
|
26.82%
|
26.69%
|
20.34%
|
19.30%
|
%
|
| Sundaram Consumption Fund |
-0.02%
|
0.23%
|
1.20%
|
11.40%
|
%
|
37.99%
|
20.97%
|
21.69%
|
14.86%
|
17.22%
|
%
|
| Tata India Consumer Fund |
0.12%
|
0.38%
|
0.09%
|
10.70%
|
%
|
45.38%
|
21.17%
|
24.36%
|
18.20%
|
%
|
%
|
| Uti India Consumer Fund |
0.09%
|
0.45%
|
1.56%
|
8.85%
|
%
|
44.36%
|
17.05%
|
20.20%
|
15.29%
|
13.70%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
20.56%
|
25.21%
|
24.09%
|
21.00%
|
18.44%
|
18.33%
|
| Baroda BNP Paribas India Consumption Fund |
24.35%
|
%
|
%
|
%
|
%
|
%
|
| Canara Robeco Consumer Trends Fund |
22.64%
|
27.51%
|
25.79%
|
22.66%
|
19.79%
|
18.47%
|
| HDFC Non-Cyclical Consumer Fund |
25.65%
|
%
|
%
|
%
|
%
|
%
|
| HSBC Consumption Fund |
28.11%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Bharat Consumption Fund |
19.56%
|
28.78%
|
25.99%
|
%
|
%
|
%
|
| Kotak Consumption Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Mahindra Manulife Consumption Fund |
23.19%
|
28.41%
|
24.80%
|
%
|
%
|
%
|
| Mirae Asset Great Consumer Fund |
25.44%
|
30.02%
|
27.46%
|
23.10%
|
20.10%
|
%
|
| Nippon India Consumption Fund |
22.38%
|
29.45%
|
28.91%
|
24.68%
|
19.51%
|
17.14%
|
| Sbi Consumption Opportunities Fund |
27.55%
|
30.71%
|
30.52%
|
24.43%
|
20.60%
|
%
|
| Sundaram Consumption Fund |
23.56%
|
28.33%
|
24.76%
|
19.94%
|
17.14%
|
16.33%
|
| Tata India Consumer Fund |
25.93%
|
29.98%
|
26.34%
|
21.53%
|
%
|
%
|
| Uti India Consumer Fund |
26.28%
|
25.70%
|
22.59%
|
18.89%
|
15.70%
|
14.13%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
21.95%
|
26.60%
|
25.51%
|
22.35%
|
19.74%
|
%
|
| Baroda BNP Paribas India Consumption Fund |
26.28%
|
%
|
%
|
%
|
%
|
%
|
| Canara Robeco Consumer Trends Fund |
24.23%
|
29.12%
|
27.42%
|
24.21%
|
21.23%
|
%
|
| HDFC Non-Cyclical Consumer Fund |
27.27%
|
%
|
%
|
%
|
%
|
%
|
| HSBC Consumption Fund |
29.95%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Bharat Consumption Fund |
20.69%
|
29.89%
|
27.23%
|
%
|
%
|
%
|
| Kotak Consumption Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Mahindra Manulife Consumption Fund |
25.38%
|
30.53%
|
26.82%
|
%
|
%
|
%
|
| Mirae Asset Great Consumer Fund |
27.32%
|
31.93%
|
29.38%
|
24.92%
|
21.82%
|
%
|
| Nippon India Consumption Fund |
24.04%
|
31.03%
|
30.40%
|
25.97%
|
20.63%
|
%
|
| Sbi Consumption Opportunities Fund |
28.98%
|
32.11%
|
31.92%
|
25.70%
|
21.82%
|
%
|
| Sundaram Consumption Fund |
24.66%
|
29.44%
|
25.84%
|
20.92%
|
18.06%
|
%
|
| Tata India Consumer Fund |
27.59%
|
31.62%
|
27.96%
|
23.09%
|
%
|
%
|
| Uti India Consumer Fund |
27.49%
|
26.75%
|
23.49%
|
19.68%
|
16.41%
|
%
|