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Axis Consumption  IDCW-R

Axis Consumption IDCW-R

1–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation19.1%
Sharpe Ratio-0.69
Beta1.01

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Bharti Airtel LtdServices9.16%
Eternal LtdConsumers8.56%
Mahindra & Mahindra LtdConsumers6.96%
Titan Co LtdConsumers5.25%
Maruti Suzuki India LtdConsumers3.93%
Asian Paints LtdCapital Goods3.48%
Apollo Hospitals Enterprise LtdServices3.47%
InterGlobe Aviation LtdCapital Goods3.34%
Varun Beverages LtdConsumers2.59%
Tata Consumer Products LtdConsumers2.48%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

JS

Jayesh Sundar

Jayesh Sundar has experience of 8 years. Manages 68 funds at Axis Asset Management Company Limited with an AUM of approximately ₹33,556 Cr

Team

11 years

Combined Team Experience

AUM

₹ 1,61,996 Cr

Assets Under Management

KN
Krishnaa N
Co-Portfolio Manager

Krishnaa N has experience of 3 years. Manages 152 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,28,440 Cr

Firm OverviewFirm Overview

Total AUM₹3,61,984.16 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.14%

iconRegulatory & Tax Information

INF846K012X2
verified
ISIN
DailyDealing Frequency
BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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