SBI Consumption Opportunities Fund: This fund has the highest 5-year XIRR at 29.13%, low volatility (standard deviation 12.87%), and is ideal for conservative growth-focused investors.
Nippon India Consumption Fund: This fund has a 5-year XIRR of 27.24%, a moderate risk profile, and a standard deviation of 14.21%, making it suitable for balanced investors.
Mirae Asset Great Consumer Fund: 5-year XIRR of 26.07%, moderate volatility with max drawdown of -10.05%, appeals to stability-seeking investors.
Tata India Consumer Fund: 5-year XIRR at 26.01%, moderate risk (Sharpe Ratio 0.77), fits investors comfortably with slightly higher volatility.
Canara Robeco Consumer Trends Fund: 5-year XIRR of 25.29%, balanced risk with standard deviation of 13.85%.
JM Value Fund: Highest 5-year XIRR at 32.79%, Sharpe Ratio 1.12, moderate volatility, ideal for growth-focused investors.
Bandhan Sterling Value Fund: 5-year XIRR of 30.63%, low standard deviation at 13.94%, strong stability for conservative investors.
Templeton India Value Fund: 5-year XIRR of 30.37%, low max drawdown of -9.30%, great balance of growth and stability.
Nippon India Value Fund: 5-year XIRR of 30.32%, moderate risk profile with max drawdown of -12.18%, suitable for balanced investors.
Aditya Birla Sun Life Pure Value Fund: 5-year XIRR at 28.70%, higher volatility, fits aggressive investors with high-risk tolerance.