Bajaj Consumption IDCW-R
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.1%
Sharpe Ratio-0.54
Beta1.04
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Eternal LtdConsumers7.51%
Mahindra & Mahindra LtdConsumers4.86%
Bharti Airtel LtdServices4.67%
Zydus Wellness LtdConsumers4.13%
Bajaj Auto LtdConsumers3.83%
Clearing Corporation Of India LtdUtilities3.54%
Hindustan Unilever LtdConsumers3.10%
PVR INOX LtdServices2.90%
Safari Industries (India) LtdConsumers2.75%
Trent LtdConsumers2.54%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.89%
Regulatory & Tax Information
INF0QA701938
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)