Best Consumption Mutual Funds September 2024

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



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

SIP vs Lumpsum Investment (D) Chart



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

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

As On: 11 October 2024
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%

As On: 11 October 2024
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%
%

As On: 11 October 2024
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%

As On: 11 October 2024
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%
%