Best Consumption Mutual Funds October 2024

The average 1 year return of Consumption Mutual Funds is 24.7 % for regular funds and 26.21 % for direct funds. The average 3 year return is 15.79 % for regular funds and 17.14 % for direct funds. The average 1 year SIP return is -2.27 % for regular funds and -1.0 % for direct funds. The average 3 year SIP return is 19.54 % for regular funds and 20.95 % for direct funds. The average Sharpe Ratio is 0.76 and the average Standard Deviation is 13.57%.

Find the best Consumption Mutual Funds for October 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
26.45% 19.22% 21.68% 15.93% 16.12% 27.83% 20.51% 22.99% 17.22% 17.36% 12.87% -7.71% -12.91% 8.95% 0.73 0.59 1.15
Canara Robeco Consumer Trends Fund 2
26.16% 15.27% 19.95% 16.81% 16.10% 27.73% 16.78% 21.52% 18.34% 17.49% 13.85% -11.42% -14.13% 16.64% 0.00 0.40 0.71
Icici Prudential Bharat Consumption Fund 3
24.76% 17.91% 18.62% % % 26.00% 18.97% 19.95% % % 11.71% -8.11% -12.82% 6.31% 0.71 0.49 1.02
Tata India Consumer Fund 4
28.86% 17.19% 20.20% 14.65% % 30.51% 18.71% 21.81% 16.28% % 14.63% -11.82% -16.34% 1.96% 0.92 0.42 0.77
Mahindra Manulife Consumption Fund 5
25.55% 16.60% 16.96% % % 27.70% 18.54% 18.89% % % 13.55% -9.03% -14.33% 5.60% 0.88 0.39 0.78
Nippon India Consumption Fund 6
26.49% 18.16% 22.91% 16.74% 13.56% 28.14% 19.66% 24.25% 17.91% 14.62% 14.21% -10.50% -15.19% 3.32% 0.87 0.41 0.83
Mirae Asset Great Consumer Fund 7
22.57% 16.36% 19.33% 15.83% 15.73% 24.36% 18.12% 21.19% 17.60% 17.43% 14.50% -10.05% -13.21% 1.24% 0.93 0.39 0.75
Sundaram Consumption Fund 8
23.88% 16.54% 17.83% 12.22% 14.46% 24.96% 17.59% 18.85% 13.16% 15.34% 14.38% -10.28% -13.24% 3.70% 0.88 0.37 0.68
Aditya Birla Sun Life India Gennext Fund 9
23.49% 12.92% 17.96% 14.91% 15.62% 24.84% 14.21% 19.34% 16.24% 16.92% 13.74% -11.52% -14.03% 0.69% 0.92 0.29 0.54
Uti India Consumer Fund 10
25.44% 10.98% 15.78% 12.23% 10.98% 26.61% 11.87% 16.57% 12.95% 11.67% 14.35% -12.25% -15.47% -3.70% 0.93 0.23 0.43
Icici Prudential Fmcg Fund 11
6.19% 12.55% 13.65% 12.12% 12.23% 7.11% 13.53% 14.57% 13.08% 13.14% 11.44% -8.74% -8.34% 1.73% 0.77 0.35 0.69

Return Calculated On: 19 November 2024

Ratios Calculated On: 31 October 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
Kotak Consumption Fund
Aditya Birla Sun Life India Gennext Fund 14,818.80 11,750.26 51,836.40 46,801.04 137,058.00 98,188.32 222,272.40 160,081.32 512,460.00 285,078.00 1,956,240.00 747,592.74
Baroda BNP Paribas India Consumption Fund 15,139.20 11,894.36
Canara Robeco Consumer Trends Fund 15,139.20 11,867.14 55,134.00 48,351.85 149,004.00 102,474.06 249,328.80 170,059.01 533,748.00 307,422.60 1,830,744.00 759,578.04
HDFC Non-Cyclical Consumer Fund 15,105.60 11,943.80
HSBC Consumption Fund 16,064.40 12,454.01
Icici Prudential Fmcg Fund 12,742.80 10,932.24 51,332.40 41,535.22 113,766.00 85,966.98 187,110.00 135,244.28 380,592.00 234,310.20 582,413.94
Icici Prudential Bharat Consumption Fund 14,971.20 11,719.28 59,014.80 49,130.53 140,898.00 103,125.54
Mahindra Manulife Consumption Fund 15,066.00 11,738.63 57,067.20 48,283.96 131,316.00 99,169.62
Mirae Asset Great Consumer Fund 14,708.40 11,734.13 56,710.80 48,792.20 145,182.00 104,196.06 234,931.20 168,826.90 517,116.00 305,784.60
Nippon India Consumption Fund 15,178.80 11,718.56 59,396.40 48,985.02 168,276.00 108,722.64 248,194.80 180,694.25 428,040.00 299,824.56 1,425,168.00 669,804.48
Sbi Consumption Opportunities Fund 15,174.00 11,996.56 60,998.40 49,779.43 160,020.00 113,359.32 236,443.20 179,439.71 534,756.00 318,741.24
Sundaram Consumption Fund 14,865.60 12,090.42 56,984.40 49,397.00 136,260.00 101,371.50 188,269.20 157,126.45 463,008.00 270,171.72 1,311,084.00 639,851.40
Tata India Consumer Fund 15,463.20 12,222.90 57,938.40 50,835.64 150,558.00 105,684.78 218,727.60 166,747.73
Uti India Consumer Fund 15,052.80 11,825.23 49,208.40 46,460.74 124,854.00 93,428.22 188,361.60 146,700.79 340,044.00 243,069.96 1,037,556.00 512,254.08

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 14,980.80 11,824.72 53,636.40 47,699.03 145,212.00 101,577.96 240,853.20 167,919.61 572,844.00 305,922.48
Baroda BNP Paribas India Consumption Fund 15,364.80 11,996.78
Canara Robeco Consumer Trends Fund 15,327.60 11,952.58 57,337.20 49,418.86 158,988.00 106,538.04 272,974.80 179,644.08 601,452.00 332,556.48
HDFC Non-Cyclical Consumer Fund 15,292.80 12,029.45
HSBC Consumption Fund 16,288.80 12,554.42
Icici Prudential Fmcg Fund 12,853.20 10,986.04 52,678.80 42,149.84 118,434.00 88,128.12 198,609.60 139,978.27 412,488.00 246,330.36
Icici Prudential Bharat Consumption Fund 15,120.00 11,786.16 60,624.00 49,890.06 148,980.00 106,256.70
Kotak Consumption Fund
Mahindra Manulife Consumption Fund 15,324.00 11,855.76 59,965.20 49,689.14 142,530.00 104,118.96
Mirae Asset Great Consumer Fund 14,923.20 11,832.47 59,328.00 50,056.24 156,846.00 109,068.06 261,223.20 180,049.63 598,476.00 335,754.24
Nippon India Consumption Fund 15,376.80 11,808.18 61,675.20 50,042.09 177,708.00 112,699.50 266,229.60 189,272.41 469,740.00 318,695.76
Sbi Consumption Opportunities Fund 15,339.60 12,072.22 63,003.60 50,722.49 168,840.00 117,184.26 255,444.00 187,708.67 594,696.00 340,570.92
Sundaram Consumption Fund 14,995.20 12,150.84 58,536.00 50,147.50 142,296.00 104,036.16 199,609.20 162,711.95 500,196.00 284,037.12
Tata India Consumer Fund 15,661.20 12,313.31 60,220.80 51,965.78 160,908.00 109,867.74 241,458.00 176,229.40
Uti India Consumer Fund 15,193.20 11,888.41 50,403.60 47,138.51 129,138.00 95,515.92 197,013.60 150,928.51 361,764.00 252,623.88

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life India Gennext Fund

-14.03 -11.52 -4.05 13.74 9.49

Canara Robeco Consumer Trends Fund

-14.13 -11.42 -4.15 13.85 9.18

Icici Prudential Fmcg Fund

-8.34 -8.74 -3.85 11.44 7.98

Icici Prudential Bharat Consumption Fund

-12.82 -8.11 -4.28 11.71 8.68

Mahindra Manulife Consumption Fund

-14.33 -9.03 -5.16 13.55 9.58

Mirae Asset Great Consumer Fund

-13.21 -10.05 -5.85 14.50 10.03

Nippon India Consumption Fund

-15.19 -10.50 -6.86 14.21 10.33

Sbi Consumption Opportunities Fund

-12.91 -7.71 -3.50 12.87 9.31

Sundaram Consumption Fund

-13.24 -10.28 -7.29 14.38 9.70

Tata India Consumer Fund

-16.34 -11.82 -4.86 14.63 9.95

Uti India Consumer Fund

-15.47 -12.25 -5.92 14.35 9.99

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

0.54
0.29
0.68
0.44
0.69
0.92
0.86
1.23
-0.4747

Canara Robeco Consumer Trends Fund

0.71
0.40
0.81
0.45
16.64
0.00
0.00
2.70
-22.4986

Icici Prudential Fmcg Fund

0.69
0.35
0.81
0.49
1.73
0.77
0.93
1.41
-2.7905

Icici Prudential Bharat Consumption Fund

1.02
0.49
1.08
0.42
6.31
0.71
0.81
1.82
1.1080

Mahindra Manulife Consumption Fund

0.78
0.39
0.95
0.46
5.60
0.88
0.81
1.49
3.9542

Mirae Asset Great Consumer Fund

0.75
0.39
0.91
0.45
1.24
0.93
0.91
1.52
-0.0326

Nippon India Consumption Fund

0.83
0.41
0.94
0.47
3.32
0.87
0.82
1.61
0.9444

Sbi Consumption Opportunities Fund

1.15
0.59
1.27
0.40
8.95
0.73
0.71
1.96
4.1490

Sundaram Consumption Fund

0.68
0.37
0.85
0.46
3.70
0.88
0.73
1.38
1.9920

Tata India Consumer Fund

0.77
0.42
0.86
0.41
1.96
0.92
0.87
1.55
0.4705

Uti India Consumer Fund

0.43
0.23
0.60
0.45
-3.70
0.93
0.92
1.15
-5.0235

As On: 19 November 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HSBC Consumption Fund
0.72%
-0.84%
-4.86%
0.86%
12.37%
33.87%
%
%
%
%
%
Aditya Birla Sun Life India Gennext Fund
0.40%
-1.26%
-6.78%
-4.73%
7.30%
23.49%
12.92%
17.96%
14.91%
15.62%
17.24%
Baroda BNP Paribas India Consumption Fund
0.83%
-0.17%
-6.26%
-5.57%
9.04%
26.16%
%
%
%
%
%
Canara Robeco Consumer Trends Fund
0.58%
-1.14%
-6.43%
-3.31%
6.60%
26.16%
15.27%
19.95%
16.81%
16.10%
16.72%
HDFC Non-Cyclical Consumer Fund
0.52%
-0.59%
-6.63%
-4.44%
9.94%
25.88%
%
%
%
%
%
Icici Prudential Fmcg Fund
-0.24%
-1.51%
-6.50%
-9.20%
2.47%
6.19%
12.55%
13.65%
12.12%
12.23%
%
Icici Prudential Bharat Consumption Fund
0.12%
-1.41%
-6.48%
-4.40%
5.68%
24.76%
17.91%
18.62%
%
%
%
Kotak Consumption Fund
0.24%
-1.17%
-5.93%
-3.87%
14.87%
%
%
%
%
%
%
Mahindra Manulife Consumption Fund
0.68%
-0.54%
-7.35%
-6.00%
5.31%
25.55%
16.60%
16.96%
%
%
%
Mirae Asset Great Consumer Fund
0.73%
-0.95%
-8.33%
-5.98%
7.24%
22.57%
16.36%
19.33%
15.83%
15.73%
%
Nippon India Consumption Fund
0.48%
-0.82%
-6.69%
-6.92%
5.03%
26.49%
18.16%
22.91%
16.74%
13.56%
14.79%
Sbi Consumption Opportunities Fund
0.02%
-1.32%
-7.72%
-4.29%
10.71%
26.45%
19.22%
21.68%
15.93%
16.12%
%
Sundaram Consumption Fund
0.71%
-0.32%
-4.98%
-1.76%
12.45%
23.88%
16.54%
17.83%
12.22%
14.46%
14.15%
Tata India Consumer Fund
0.23%
-1.38%
-5.13%
-2.70%
12.44%
28.86%
17.19%
20.20%
14.65%
%
%
Uti India Consumer Fund
0.41%
-0.72%
-7.18%
-5.53%
6.36%
25.44%
10.98%
15.78%
12.23%
10.98%
12.39%

As On: 19 November 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
HSBC Consumption Fund
0.72%
-0.81%
-4.76%
1.21%
13.14%
35.74%
%
%
%
%
%
Aditya Birla Sun Life India Gennext Fund
0.40%
-1.24%
-6.70%
-4.48%
7.88%
24.84%
14.21%
19.34%
16.24%
16.92%
%
Baroda BNP Paribas India Consumption Fund
0.84%
-0.15%
-6.16%
-5.23%
9.84%
28.04%
%
%
%
%
%
Canara Robeco Consumer Trends Fund
0.59%
-1.12%
-6.34%
-3.01%
7.27%
27.73%
16.78%
21.52%
18.34%
17.49%
%
HDFC Non-Cyclical Consumer Fund
0.52%
-0.57%
-6.54%
-4.14%
10.62%
27.44%
%
%
%
%
%
Icici Prudential Fmcg Fund
-0.24%
-1.49%
-6.44%
-9.00%
2.91%
7.11%
13.53%
14.57%
13.08%
13.14%
%
Icici Prudential Bharat Consumption Fund
0.15%
-1.32%
-6.39%
-4.13%
6.20%
26.00%
18.97%
19.95%
%
%
%
Kotak Consumption Fund
0.25%
-1.13%
-5.81%
-3.47%
15.81%
%
%
%
%
%
%
Mahindra Manulife Consumption Fund
0.69%
-0.51%
-7.23%
-5.59%
6.22%
27.70%
18.54%
18.89%
%
%
%
Mirae Asset Great Consumer Fund
0.73%
-0.92%
-8.22%
-5.64%
8.02%
24.36%
18.12%
21.19%
17.60%
17.43%
%
Nippon India Consumption Fund
0.48%
-0.79%
-6.59%
-6.61%
5.72%
28.14%
19.66%
24.25%
17.91%
14.62%
%
Sbi Consumption Opportunities Fund
0.03%
-1.30%
-7.64%
-4.03%
11.31%
27.83%
20.51%
22.99%
17.22%
17.36%
%
Sundaram Consumption Fund
0.72%
-0.31%
-4.91%
-1.55%
12.94%
24.96%
17.59%
18.85%
13.16%
15.34%
%
Tata India Consumer Fund
0.24%
-1.35%
-5.04%
-2.39%
13.15%
30.51%
18.71%
21.81%
16.28%
%
%
Uti India Consumer Fund
0.41%
-0.70%
-7.12%
-5.33%
6.83%
26.61%
11.87%
16.57%
12.95%
11.67%
%

As On: 19 November 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Kotak Consumption Fund
%
%
%
%
%
%
Aditya Birla Sun Life India Gennext Fund
-3.81%
17.76%
19.76%
18.08%
16.48%
17.20%
Baroda BNP Paribas India Consumption Fund
-1.62%
%
%
%
%
%
Canara Robeco Consumer Trends Fund
-2.03%
20.08%
21.52%
19.77%
17.88%
17.38%
HDFC Non-Cyclical Consumer Fund
-0.86%
%
%
%
%
%
HSBC Consumption Fund
7.04%
%
%
%
%
%
Icici Prudential Fmcg Fund
-15.95%
9.49%
14.34%
13.35%
12.83%
14.33%
Icici Prudential Bharat Consumption Fund
-4.28%
21.22%
21.78%
%
%
%
Mahindra Manulife Consumption Fund
-3.98%
19.98%
20.17%
%
%
%
Mirae Asset Great Consumer Fund
-4.05%
20.72%
22.21%
19.57%
17.78%
%
Nippon India Consumption Fund
-4.29%
21.01%
23.97%
21.48%
17.42%
15.94%
Sbi Consumption Opportunities Fund
-0.05%
22.17%
25.71%
21.28%
18.55%
%
Sundaram Consumption Fund
1.39%
21.61%
21.07%
17.55%
15.49%
15.42%
Tata India Consumer Fund
3.44%
23.69%
22.80%
19.22%
%
%
Uti India Consumer Fund
-2.67%
17.24%
17.73%
15.63%
13.51%
12.85%

As On: 19 November 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life India Gennext Fund
-2.68%
19.11%
21.16%
19.42%
17.79%
%
Baroda BNP Paribas India Consumption Fund
-0.05%
%
%
%
%
%
Canara Robeco Consumer Trends Fund
-0.73%
21.64%
23.13%
21.31%
19.34%
%
HDFC Non-Cyclical Consumer Fund
0.45%
%
%
%
%
%
HSBC Consumption Fund
8.61%
%
%
%
%
%
Icici Prudential Fmcg Fund
-15.17%
10.49%
15.35%
14.32%
13.76%
%
Icici Prudential Bharat Consumption Fund
-3.26%
22.33%
23.02%
%
%
%
Kotak Consumption Fund
%
%
%
%
%
%
Mahindra Manulife Consumption Fund
-2.20%
22.03%
22.18%
%
%
%
Mirae Asset Great Consumer Fund
-2.56%
22.57%
24.10%
21.38%
19.52%
%
Nippon India Consumption Fund
-2.93%
22.55%
25.47%
22.78%
18.55%
%
Sbi Consumption Opportunities Fund
1.11%
23.52%
27.10%
22.55%
19.78%
%
Sundaram Consumption Fund
2.32%
22.70%
22.15%
18.53%
16.42%
%
Tata India Consumer Fund
4.84%
25.29%
24.41%
20.77%
%
%
Uti India Consumer Fund
-1.71%
18.27%
18.63%
16.42%
14.23%
%