| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
2.60 | 16.41 | 14.22 | 14.00 | 17.03 | 14.37 | -19.45 | -24.76 | -0.32 | 0.91 | 0.34 | 0.75 | |
| 2 | |
2.16 | 14.32 | 12.73 | 15.43 | 16.95 | 13.05 | -19.19 | -22.83 | -0.76 | 0.85 | 0.35 | 0.74 | |
| 3 | |
2.33 | 14.56 | 14.51 | 14.65 | 16.75 | 15.04 | -23.34 | -28.00 | -2.63 | 1.02 | 0.30 | 0.66 | |
| 4 | |
2.34 | 12.89 | 10.80 | 11.27 | 11.73 | 14.24 | -22.43 | -25.41 | -3.30 | 0.97 | 0.27 | 0.61 | |
| 5 | |
2.35 | 13.53 | 12.55 | 14.29 | 15.46 | 13.27 | -19.90 | -21.45 | -2.22 | 0.89 | 0.31 | 0.66 | |
| 6 | |
0.88 | 13.94 | 13.99 | 12.81 | -20.01 | -23.17 | -0.86 | 0.86 | 0.34 | 0.75 | |||
| 7 | |
-0.06 | 14.54 | 13.66 | -19.87 | -24.94 | -1.74 | 0.91 | 0.31 | 0.69 | ||||
| 8 | |
1.62 | 14.09 | 12.92 | 11.89 | 13.75 | -22.55 | -24.50 | -2.45 | 0.92 | 0.29 | 0.65 | ||
| 9 | |
-2.13 | 13.21 | 11.74 | 11.42 | 13.68 | 14.08 | -18.70 | -26.59 | -2.84 | 0.94 | 0.28 | 0.62 | |
| 10 | |
-1.43 | 13.19 | 15.10 | 16.16 | 13.84 | 13.92 | -21.07 | -25.96 | -2.93 | 0.93 | 0.27 | 0.61 | |
| 11 | |
-3.58 | 11.51 | 14.84 | 13.68 | 15.15 | 14.40 | -21.94 | -23.78 | -4.20 | 0.89 | 0.23 | 0.48 |
Return Calculated On: 13 March 2026 | Ratios Calculated On: 27 February 2026
1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds
Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.
Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
For more details, visit AMFI India.
In the Consumption Fund category, Tata India Consumer Fund is the third ranked fund. The category has total 12 funds. The 5 star rating shows an excellent past performance of the Tata India Consumer Fund in Consumption Fund. The fund has a Jensen Alpha of -0.32% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.75 which is higher than the category average of 0.59. Read Full Review
Canara Robeco Consumer Trends Fund is the 4th ranked fund in the Consumption Fund category. The category has total 12 funds. The Canara Robeco Consumer Trends Fund has shown a very good past performence in Consumption Fund. The fund has a Jensen Alpha of -0.76% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.74 which is higher than the category average of 0.59. Read Full Review
Mirae Asset Great Consumer Fund is the second ranked fund in the Consumption Fund category. The category has total 12 funds. The 5 star rating shows an excellent past performance of the Mirae Asset Great Consumer Fund in Consumption Fund. The fund has a Jensen Alpha of -2.63% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.66 which is higher than the category average of 0.59. Read Full Review
Uti India Consumer Fund is the 10th ranked fund in the Consumption Fund category. The category has total 12 funds. The 2 star rating shows a poor past performance of the Uti India Consumer Fund in Consumption Fund. The fund has a Jensen Alpha of -3.3% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.61 which is higher than the category average of 0.59. Read Full Review
Aditya Birla Sun Life Consumption Fund is the 5th ranked fund in the Consumption Fund category. The category has total 12 funds. The Aditya Birla Sun Life Consumption Fund has shown a very good past performence in Consumption Fund. The fund has a Jensen Alpha of -2.22% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.66 which is higher than the category average of 0.59. Read Full Review
In the Consumption Fund category, Icici Prudential Bharat Consumption Fund is the top ranked fund. The category has total 12 funds. The Icici Prudential Bharat Consumption Fund has shown an excellent past performence in Consumption Fund. The fund has a Jensen Alpha of -0.86% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.75 which is higher than the category average of 0.59. Read Full Review
In the Sectoral/ Thematic Fund category, Baroda BNP Paribas India Consumption Fund is the 6th ranked fund. The category has total 12 funds. The 3 star rating shows an average past performance of the Baroda BNP Paribas India Consumption Fund in Sectoral/ Thematic Fund. The fund has a Jensen Alpha of -1.74% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.69 which is higher than the category average of 0.59. Read Full Review
Mahindra Manulife Consumption Fund is the 9th ranked fund in the Consumption Fund category. The category has total 12 funds. The Mahindra Manulife Consumption Fund has shown a poor past performence in Consumption Fund. The fund has a Jensen Alpha of -2.45% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.65 which is higher than the category average of 0.59. Read Full Review
Sundaram Consumption Fund is the 8th ranked fund in the Consumption Fund category. The category has total 12 funds. The Sundaram Consumption Fund has shown an average past performence in Consumption Fund. The fund has a Jensen Alpha of -2.84% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.62 which is higher than the category average of 0.59. Read Full Review
In the Consumption Fund category, Nippon India Consumption Fund is the 7th ranked fund. The category has total 12 funds. The Nippon India Consumption Fund has shown an average past performence in Consumption Fund. The fund has a Jensen Alpha of -2.93% which is lower than the category average of -3.0%, showing poor performance. The fund has a Sharpe Ratio of 0.61 which is higher than the category average of 0.59. Read Full Review
Performance Indicators
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund |
-1.70
|
-5.44
|
-10.07
|
-12.96
|
-14.21
|
1.28
|
12.32
|
11.30
|
13.00
|
14.16
|
15.37
|
| Baroda BNP Paribas India Consumption Fund |
-1.52
|
-5.51
|
-9.90
|
-12.96
|
-15.01
|
-1.49
|
12.89
|
|
|
|
|
| Bank of India Consumption Fund |
-1.70
|
-4.10
|
-8.22
|
-12.15
|
-12.62
|
8.62
|
|
|
|
|
|
| Canara Robeco Consumer Trends Fund |
-1.80
|
-5.86
|
-10.83
|
-13.35
|
-14.00
|
0.88
|
12.90
|
11.28
|
13.96
|
15.51
|
14.33
|
| Edelweiss Consumption Fund |
-1.90
|
-5.63
|
-9.78
|
-12.65
|
-13.75
|
1.62
|
|
|
|
|
|
| HDFC Non-Cyclical Consumer Fund |
-1.77
|
-5.13
|
-11.02
|
-13.32
|
-17.44
|
-1.75
|
|
|
|
|
|
| HSBC Consumption Fund |
-2.20
|
-5.13
|
-9.80
|
-12.65
|
-15.18
|
2.89
|
|
|
|
|
|
| Icici Prudential Bharat Consumption Fund |
-1.64
|
-5.05
|
-9.87
|
-12.67
|
-14.98
|
0.00
|
12.95
|
12.89
|
|
|
|
| ITI Bharat Consumption Fund |
-2.05
|
-5.19
|
-9.44
|
-11.92
|
-13.60
|
2.31
|
|
|
|
|
|
| Kotak Consumption Fund |
-2.38
|
-4.75
|
-10.08
|
-14.07
|
-13.93
|
4.98
|
|
|
|
|
|
| LIC MF Consumption Fund |
-2.07
|
-4.88
|
-9.52
|
-12.26
|
|
|
|
|
|
|
|
| LIC MF Consumption Fund |
-2.07
|
-4.88
|
-9.52
|
-12.26
|
|
|
|
|
|
|
|
| LIC MF Consumption Fund |
-2.07
|
-4.88
|
-9.52
|
-12.26
|
|
|
|
|
|
|
|
| Mahindra Manulife Consumption Fund |
-2.20
|
-5.47
|
-10.28
|
-13.33
|
-15.36
|
-0.11
|
12.18
|
11.06
|
10.01
|
|
|
| Mirae Asset Great Consumer Fund |
-1.98
|
-5.86
|
-11.22
|
-14.06
|
-16.96
|
0.91
|
12.93
|
12.82
|
12.90
|
15.04
|
|
| Motilal Oswal Consumption Fund |
-2.54
|
-5.59
|
-10.46
|
-15.96
|
|
|
|
|
|
|
|
| Nippon India Consumption Fund |
-1.48
|
-5.58
|
-10.42
|
-13.74
|
-17.66
|
-2.79
|
11.72
|
13.67
|
14.89
|
12.69
|
13.74
|
| Sbi Consumption Opportunities Fund |
-1.61
|
-5.51
|
-8.94
|
-12.39
|
-15.82
|
-4.58
|
10.32
|
13.63
|
12.48
|
13.93
|
|
| Sundaram Consumption Fund |
-1.68
|
-5.51
|
-10.44
|
-14.68
|
-17.27
|
-2.99
|
12.22
|
10.76
|
10.47
|
12.73
|
12.46
|
| Tata India Consumer Fund |
-1.89
|
-4.05
|
-8.32
|
-12.84
|
-14.42
|
1.32
|
14.95
|
12.76
|
12.48
|
15.35
|
|
| Union Consumption Fund |
-1.62
|
-5.44
|
-10.42
|
|
|
|
|
|
|
|
|
| Uti India Consumer Fund |
-1.99
|
-6.15
|
-10.93
|
-13.85
|
-14.53
|
1.44
|
11.89
|
9.93
|
10.49
|
10.99
|
10.68
|
| Axis Consumption Fund |
-1.78
|
-6.22
|
-11.15
|
-13.56
|
-15.84
|
-1.19
|
|
|
|
|
|
| Bajaj Finserv Consumption Fund |
-2.02
|
-5.61
|
-9.87
|
-14.60
|
-19.07
|
-4.99
|
|
|
|
|
|
| Nifty India Consumption Total Return Index |
-1.67
|
-5.53
|
-10.24
|
-13.29
|
-14.23
|
3.72
|
15.26
|
13.64
|
12.82
|
13.43
|
14.37
|
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund |
-1.70
|
-5.42
|
-10.00
|
-12.74
|
-13.76
|
2.35
|
13.53
|
12.55
|
14.29
|
15.46
|
|
| Baroda BNP Paribas India Consumption Fund |
-1.51
|
-5.48
|
-9.80
|
-12.65
|
-14.41
|
-0.06
|
14.54
|
|
|
|
|
| Bank of India Consumption Fund |
-1.77
|
-4.04
|
-8.11
|
-11.93
|
-12.16
|
9.80
|
|
|
|
|
|
| Canara Robeco Consumer Trends Fund |
-1.79
|
-5.83
|
-10.74
|
-13.08
|
-13.47
|
2.16
|
14.32
|
12.73
|
15.43
|
16.95
|
|
| Edelweiss Consumption Fund |
-1.89
|
-5.60
|
-9.66
|
-12.30
|
-13.04
|
3.36
|
|
|
|
|
|
| HDFC Non-Cyclical Consumer Fund |
-1.77
|
-5.11
|
-10.94
|
-13.07
|
-16.95
|
-0.57
|
|
|
|
|
|
| HSBC Consumption Fund |
-2.20
|
-5.11
|
-9.72
|
-12.39
|
-14.66
|
4.23
|
|
|
|
|
|
| Icici Prudential Bharat Consumption Fund |
-1.64
|
-5.03
|
-9.82
|
-12.48
|
-14.60
|
0.88
|
13.94
|
13.99
|
|
|
|
| ITI Bharat Consumption Fund |
-2.04
|
-5.16
|
-9.33
|
-11.57
|
-12.85
|
4.17
|
|
|
|
|
|
| Kotak Consumption Fund |
-2.38
|
-4.72
|
-9.98
|
-13.77
|
-13.29
|
6.60
|
|
|
|
|
|
| LIC MF Consumption Fund |
-2.06
|
-4.85
|
-9.40
|
-11.91
|
|
|
|
|
|
|
|
| LIC MF Consumption Fund |
-2.06
|
-4.85
|
-9.40
|
-11.91
|
|
|
|
|
|
|
|
| LIC MF Consumption Fund |
-2.06
|
-4.85
|
-9.40
|
-11.91
|
|
|
|
|
|
|
|
| Mahindra Manulife Consumption Fund |
-2.19
|
-5.44
|
-10.17
|
-12.97
|
-14.65
|
1.62
|
14.09
|
12.92
|
11.89
|
|
|
| Mirae Asset Great Consumer Fund |
-1.97
|
-5.83
|
-11.12
|
-13.77
|
-16.39
|
2.33
|
14.56
|
14.51
|
14.65
|
16.75
|
|
| Motilal Oswal Consumption Fund |
-2.54
|
-5.56
|
-10.34
|
-15.63
|
|
|
|
|
|
|
|
| Nippon India Consumption Fund |
-1.48
|
-5.56
|
-10.33
|
-13.45
|
-17.10
|
-1.43
|
13.19
|
15.10
|
16.16
|
13.84
|
|
| Sbi Consumption Opportunities Fund |
-1.61
|
-5.50
|
-8.87
|
-12.17
|
-15.38
|
-3.58
|
11.51
|
14.84
|
13.68
|
15.15
|
|
| Sundaram Consumption Fund |
-1.68
|
-5.49
|
-10.37
|
-14.48
|
-16.90
|
-2.13
|
13.21
|
11.74
|
11.42
|
13.68
|
|
| Tata India Consumer Fund |
-1.89
|
-4.02
|
-8.24
|
-12.58
|
-13.89
|
2.60
|
16.41
|
14.22
|
14.00
|
17.03
|
|
| Union Consumption Fund |
-1.73
|
-5.54
|
-10.40
|
|
|
|
|
|
|
|
|
| Uti India Consumer Fund |
-1.99
|
-6.13
|
-10.87
|
-13.67
|
-14.16
|
2.34
|
12.89
|
10.80
|
11.27
|
11.73
|
|
| Axis Consumption Fund |
-1.74
|
-6.20
|
-11.03
|
-13.22
|
-15.22
|
0.24
|
|
|
|
|
|
| Bajaj Finserv Consumption Fund |
-2.01
|
-5.59
|
-9.75
|
-14.27
|
-18.43
|
-3.43
|
|
|
|
|
|
| Nifty India Consumption Total Return Index |
-1.67
|
-5.53
|
-10.24
|
-13.29
|
-14.23
|
3.72
|
15.26
|
13.64
|
12.82
|
13.43
|
14.37
|
As On: 13 March 2026
As On: 13 March 2026
Calculated On: 27 February 2026
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund | -21.45 | -19.90 | -4.10 | 13.27 | 9.95 |
| Baroda Bnp Paribas India Consumption Fund | -24.94 | -19.87 | -5.31 | 13.66 | 10.43 |
| Canara Robeco Consumer Trends Fund | -22.83 | -19.19 | -4.57 | 13.05 | 9.83 |
| None | -26.17 | -20.36 | -9.29 | 12.83 | 9.79 |
| Icici Prudential Bharat Consumption Fund | -23.17 | -20.01 | -7.25 | 12.81 | 9.94 |
| Mahindra Manulife Consumption Fund | -24.50 | -22.55 | -5.92 | 13.75 | 10.66 |
| Mirae Asset Great Consumer Fund | -28.00 | -23.34 | -8.46 | 15.04 | 11.55 |
| Nippon India Consumption Fund | -25.96 | -21.07 | -7.66 | 13.92 | 10.83 |
| Sbi Consumption Opportunities Fund | -23.78 | -21.94 | -5.28 | 14.40 | 10.91 |
| Sundaram Consumption Fund | -26.59 | -18.70 | -7.16 | 14.08 | 10.81 |
| Tata India Consumer Fund | -24.76 | -19.45 | -4.52 | 14.37 | 11.03 |
| Uti India Consumer Fund | -25.41 | -22.43 | -5.21 | 14.24 | 11.08 |
Calculated On: 27 February 2026
| 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 Consumption Fund |
0.66
|
0.31
|
0.50
|
0.41
|
-2.22
|
0.89 |
0.93
|
|
0.89
|
-3.2400
|
| Baroda Bnp Paribas India Consumption Fund |
0.69
|
0.31
|
0.53
|
0.41
|
-1.74
|
0.91 |
0.92
|
|
1.09
|
-2.4600
|
| Canara Robeco Consumer Trends Fund |
0.74
|
0.35
|
0.54
|
0.38
|
-0.76
|
0.85 |
0.88
|
|
0.88
|
-2.8100
|
| None |
-0.10
|
-0.01
|
0.14
|
0.43
|
-11.74
|
0.81 |
0.81
|
|
-0.18
|
-13.1900
|
| Icici Prudential Bharat Consumption Fund |
0.75
|
0.34
|
0.53
|
0.41
|
-0.86
|
0.86 |
0.91
|
|
0.80
|
-1.6200
|
| Mahindra Manulife Consumption Fund |
0.65
|
0.29
|
0.46
|
0.40
|
-2.45
|
0.92 |
0.92
|
|
1.07
|
-2.8300
|
| Mirae Asset Great Consumer Fund |
0.66
|
0.30
|
0.49
|
0.40
|
-2.63
|
1.02 |
0.94
|
|
1.55
|
-1.3300
|
| Nippon India Consumption Fund |
0.61
|
0.27
|
0.47
|
0.41
|
-2.93
|
0.93 |
0.91
|
|
1.10
|
-3.3500
|
| Sbi Consumption Opportunities Fund |
0.48
|
0.23
|
0.41
|
0.40
|
-4.20
|
0.89 |
0.83
|
|
1.13
|
-6.0800
|
| Sundaram Consumption Fund |
0.62
|
0.28
|
0.52
|
0.40
|
-2.84
|
0.94 |
0.89
|
|
1.17
|
-1.9300
|
| Tata India Consumer Fund |
0.75
|
0.34
|
0.58
|
0.40
|
-0.32
|
0.91 |
0.80
|
|
1.41
|
-0.4200
|
| Uti India Consumer Fund |
0.61
|
0.27
|
0.46
|
0.42
|
-3.30
|
0.97 |
0.95
|
|
1.22
|
-3.5500
|