The average 1 year return of Consumption Mutual Funds is 41.29 % for regular funds and 42.97 % for direct funds. The average 3 year return is 21.68 % for regular funds and 23.09 % for direct funds. The average 1 year SIP return is 50.88 % for regular funds and 52.65 % for direct funds. The average 3 year SIP return is 30.76 % for regular funds and 32.2 % for direct funds. The average Sharpe Ratio is 1.11 and the average Standard Deviation is 11.91%.
Find the best Consumption Mutual Funds for June 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Consumption Fund | 1 | |
44.32% | 24.19% | 28.71% | 19.21% | 16.51% | 46.15% | 25.77% | 30.09% | 20.39% | 17.58% | 12.03% | -7.88% | -10.56% | 7.79% | 0.77 | 0.84 | 1.38 |
| Sbi Consumption Opportunities Fund | 2 | |
43.49% | 28.24% | 26.66% | 19.26% | 18.11% | 45.06% | 29.63% | 28.03% | 20.58% | 19.36% | 11.20% | -6.99% | -12.04% | 11.72% | 0.62 | 0.90 | 1.54 |
| Icici Prudential Bharat Consumption Fund | 3 | |
40.81% | 24.34% | 23.65% | % | % | 42.07% | 25.47% | 25.05% | % | % | 10.32% | -5.85% | -9.58% | 9.29% | 0.65 | 0.89 | 1.50 |
| Mahindra Manulife Rural Bharat And Cons… | 4 | |
45.07% | 21.37% | 21.78% | % | % | 47.53% | 23.37% | 23.80% | % | % | 11.58% | -7.99% | -12.07% | 5.17% | 0.76 | 0.61 | 1.03 |
| Mirae Asset Great Consumer Fund | 5 | |
43.70% | 22.56% | 25.23% | 18.63% | 18.03% | 45.79% | 24.43% | 27.19% | 20.44% | 19.77% | 12.50% | -7.90% | -11.39% | 2.72% | 0.88 | 0.72 | 1.12 |
| Canara Robeco Consumer Trends Fund | 6 | |
43.17% | 20.45% | 25.46% | 18.40% | 18.59% | 44.95% | 22.03% | 27.09% | 19.95% | 20.00% | 12.80% | -10.26% | -12.75% | 5.61% | 0.86 | 0.63 | 1.00 |
| Tata India Consumer Fund | 7 | |
46.53% | 21.33% | 24.33% | 16.70% | % | 48.40% | 22.91% | 26.01% | 18.36% | % | 13.43% | -11.79% | -13.26% | 0.56% | 0.92 | 0.55 | 0.94 |
| Sundaram Consumption Fund | 8 | |
39.38% | 21.39% | 21.98% | 13.81% | 16.31% | 40.60% | 22.49% | 23.04% | 14.76% | 17.20% | 12.15% | -8.89% | -11.06% | 3.66% | 0.77 | 0.61 | 0.94 |
| Aditya Birla Sun Life India Gennext Fund | 9 | |
38.47% | 18.63% | 23.31% | 16.77% | 17.93% | 40.00% | 20.00% | 24.75% | 18.12% | 19.25% | 12.40% | -10.31% | -12.18% | 1.72% | 0.88 | 0.56 | 0.93 |
| Icici Prudential Fmcg Fund | 10 | |
20.88% | 18.36% | 18.35% | 14.69% | 14.66% | 21.93% | 19.38% | 19.31% | 15.67% | 15.58% | 10.01% | -5.06% | -7.60% | 4.77% | 0.70 | 0.64 | 1.00 |
| Uti India Consumer Fund | 11 | |
45.27% | 17.63% | 21.47% | 14.50% | 12.99% | 46.63% | 18.56% | 22.27% | 15.23% | 13.69% | 12.57% | -11.98% | -14.03% | -1.68% | 0.88 | 0.45 | 0.77 |
Return Calculated On: 17 September 2024
Ratios Calculated On: 28 June 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| 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 | 16,616.40 | 14,995.87 | 60,105.60 | 54,272.16 | 171,036.00 | 113,449.92 | 248,698.80 | 182,791.64 | 624,576.00 | 329,653.32 | 2,224,242.00 | 846,567.00 |
| Baroda BNP Paribas India Consumption Fund | 17,320.80 | 15,274.13 | ||||||||||
| Canara Robeco Consumer Trends Fund | 17,180.40 | 15,110.02 | 62,906.40 | 55,800.36 | 186,474.00 | 117,813.96 | 273,982.80 | 193,240.82 | 659,916.00 | 353,255.40 | 2,078,730.00 | 855,261.54 |
| ICICI Prudential Fmcg Fund | 14,505.60 | 13,985.05 | 59,688.00 | 49,589.60 | 139,326.00 | 101,413.50 | 219,240.00 | 158,500.02 | 471,360.00 | 276,958.20 | 678,340.26 | |
| ICICI Prudential Bharat Consumption Fund | 16,897.20 | 14,846.05 | 69,210.00 | 56,775.10 | 173,400.00 | 117,821.52 | ||||||
| Mahindra Manulife Rural Bharat And Consumption Yojana | 17,408.40 | 15,161.72 | 64,353.60 | 56,535.91 | 160,680.00 | 114,782.28 | ||||||
| Mirae Asset Great Consumer Fund | 17,244.00 | 15,272.86 | 66,279.60 | 57,648.74 | 184,806.00 | 122,259.30 | 277,788.00 | 195,898.00 | 629,844.00 | 358,130.88 | ||
| Nippon India Consumption Fund | 17,318.40 | 15,273.24 | 68,954.40 | 58,102.99 | 211,980.00 | 128,532.06 | 287,355.60 | 210,120.54 | 553,164.00 | 351,114.36 | 1,657,962.00 | 769,596.30 |
| SBI Consumption Opportunities Fund | 17,218.80 | 15,291.32 | 75,927.60 | 58,027.90 | 195,618.00 | 130,329.78 | 288,229.20 | 203,976.11 | 633,768.00 | 365,038.08 | ||
| Sundaram Consumption Fund | 16,725.60 | 15,096.91 | 64,396.80 | 56,210.36 | 162,036.00 | 114,205.92 | 207,732.00 | 174,550.32 | 543,540.00 | 304,818.96 | 1,503,810.00 | 706,605.48 |
| Tata India Consumer Fund | 17,583.60 | 15,456.62 | 64,296.00 | 58,035.06 | 178,248.00 | 119,949.60 | 247,581.60 | 186,843.05 | ||||
| UTI India Consumer Fund | 17,432.40 | 15,440.58 | 58,590.00 | 54,784.84 | 158,652.00 | 109,713.90 | 216,787.20 | 170,201.56 | 407,160.00 | 284,045.52 | 1,259,766.00 | 589,722.66 |
| 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 | 16,800.00 | 15,090.37 | 62,200.80 | 55,289.88 | 181,290.00 | 117,337.26 | 269,539.20 | 191,670.36 | 698,052.00 | 353,741.76 | ||
| Baroda BNP Paribas India Consumption Fund | 17,577.60 | 15,403.93 | ||||||||||
| Canara Robeco Consumer Trends Fund | 17,394.00 | 15,216.40 | 65,415.60 | 56,998.80 | 198,948.00 | 122,431.08 | 300,048.00 | 204,023.82 | 742,728.00 | 381,987.84 | ||
| ICICI Prudential Fmcg Fund | 14,631.60 | 14,052.59 | 61,250.40 | 50,305.61 | 145,044.00 | 103,911.96 | 232,671.60 | 163,990.26 | 510,528.00 | 291,089.88 | ||
| ICICI Prudential Bharat Consumption Fund | 17,048.40 | 14,921.44 | 71,110.80 | 57,594.71 | 183,498.00 | 121,330.20 | ||||||
| Mahindra Manulife Rural Bharat And Consumption Yojana | 17,703.60 | 15,309.61 | 67,604.40 | 58,125.28 | 174,492.00 | 120,402.18 | ||||||
| Mirae Asset Great Consumer Fund | 17,494.80 | 15,398.75 | 69,350.40 | 59,104.22 | 199,722.00 | 127,921.14 | 308,868.00 | 208,796.62 | 728,760.00 | 393,103.56 | ||
| Nippon India Consumption Fund | 17,538.00 | 15,385.42 | 71,614.80 | 59,311.87 | 223,572.00 | 133,097.52 | 307,944.00 | 219,816.66 | 605,880.00 | 372,781.20 | ||
| SBI Consumption Opportunities Fund | 17,407.20 | 15,386.34 | 78,418.80 | 59,100.37 | 206,394.00 | 134,659.56 | 311,337.60 | 213,284.65 | 704,340.00 | 389,926.32 | ||
| Sundaram Consumption Fund | 16,872.00 | 15,171.29 | 66,164.40 | 57,043.76 | 169,188.00 | 117,162.12 | 220,239.60 | 180,658.55 | 586,908.00 | 320,370.24 | ||
| Tata India Consumer Fund | 17,808.00 | 15,568.97 | 66,837.60 | 59,286.02 | 190,602.00 | 124,644.90 | 273,420.00 | 197,395.46 | ||||
| UTI India Consumer Fund | 17,595.60 | 15,522.65 | 59,990.40 | 55,549.94 | 163,986.00 | 112,083.66 | 226,615.20 | 174,967.72 | 432,960.00 | 295,012.56 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
-12.18 | -10.31 | -3.22 | 12.40 | 8.05 |
| Canara Robeco Consumer Trends Fund |
-12.75 | -10.26 | -3.49 | 12.80 | 8.07 |
| Icici Prudential Fmcg Fund |
-7.60 | -5.06 | -2.65 | 10.01 | 6.21 |
| Icici Prudential Bharat Consumption Fund |
-9.58 | -5.85 | -2.55 | 10.32 | 7.09 |
| Mahindra Manulife Rural Bharat And Consumption Yojana |
-12.07 | -7.99 | -3.96 | 11.58 | 7.44 |
| Mirae Asset Great Consumer Fund |
-11.39 | -7.90 | -4.39 | 12.50 | 7.82 |
| Nippon India Consumption Fund |
-10.56 | -7.88 | -5.23 | 12.03 | 8.04 |
| Sbi Consumption Opportunities Fund |
-12.04 | -6.99 | -2.90 | 11.20 | 7.89 |
| Sundaram Consumption Fund |
-11.06 | -8.89 | -6.22 | 12.15 | 7.44 |
| Tata India Consumer Fund |
-13.26 | -11.79 | -3.99 | 13.43 | 8.85 |
| Uti India Consumer Fund |
-14.03 | -11.98 | -5.04 | 12.57 | 8.16 |
| 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 |
0.93
|
0.56
|
0.95
|
0.41
|
1.72
|
0.88 |
0.87
|
|
1.61
|
-1.0687
|
| Canara Robeco Consumer Trends Fund |
1.00
|
0.63
|
1.02
|
0.43
|
5.61
|
0.86 |
0.78
|
|
1.68
|
2.7541
|
| Icici Prudential Fmcg Fund |
1.00
|
0.64
|
1.18
|
0.43
|
4.77
|
0.70 |
0.86
|
|
1.68
|
-0.7592
|
| Icici Prudential Bharat Consumption Fund |
1.50
|
0.89
|
1.49
|
0.39
|
9.29
|
0.65 |
0.70
|
|
2.19
|
2.4479
|
| Mahindra Manulife Rural Bharat And Consumption Yojana |
1.03
|
0.61
|
1.10
|
0.42
|
5.17
|
0.76 |
0.76
|
|
1.72
|
0.7352
|
| Mirae Asset Great Consumer Fund |
1.12
|
0.72
|
1.23
|
0.40
|
2.72
|
0.88 |
0.89
|
|
1.81
|
1.3518
|
| Nippon India Consumption Fund |
1.38
|
0.84
|
1.38
|
0.42
|
7.79
|
0.77 |
0.73
|
|
2.06
|
3.5234
|
| Sbi Consumption Opportunities Fund |
1.54
|
0.90
|
1.50
|
0.36
|
11.72
|
0.62 |
0.54
|
|
2.22
|
4.8667
|
| Sundaram Consumption Fund |
0.94
|
0.61
|
1.02
|
0.43
|
3.66
|
0.77 |
0.71
|
|
1.62
|
-0.7821
|
| Tata India Consumer Fund |
0.94
|
0.55
|
0.94
|
0.42
|
0.56
|
0.92 |
0.83
|
|
1.63
|
-0.6831
|
| Uti India Consumer Fund |
0.77
|
0.45
|
0.79
|
0.40
|
-1.68
|
0.88 |
0.86
|
|
1.46
|
-4.2625
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
0.17%
|
1.25%
|
6.09%
|
11.53%
|
28.52%
|
38.47%
|
18.63%
|
23.31%
|
16.77%
|
17.93%
|
18.25%
|
| Baroda BNP Paribas India Consumption Fund |
0.27%
|
1.40%
|
5.15%
|
12.77%
|
29.72%
|
44.34%
|
%
|
%
|
%
|
%
|
%
|
| Canara Robeco Consumer Trends Fund |
0.02%
|
1.45%
|
7.03%
|
11.53%
|
28.56%
|
43.17%
|
20.45%
|
25.46%
|
18.40%
|
18.59%
|
17.72%
|
| ICICI Prudential Fmcg Fund |
-0.13%
|
-0.32%
|
3.68%
|
11.28%
|
21.11%
|
20.88%
|
18.36%
|
18.35%
|
14.69%
|
14.66%
|
%
|
| ICICI Prudential Bharat Consumption Fund |
-0.15%
|
1.01%
|
5.38%
|
11.00%
|
23.80%
|
40.81%
|
24.34%
|
23.65%
|
%
|
%
|
%
|
| Mahindra Manulife Rural Bharat And Consumption Yojana |
0.15%
|
0.95%
|
5.32%
|
10.73%
|
28.56%
|
45.07%
|
21.37%
|
21.78%
|
%
|
%
|
%
|
| Mirae Asset Great Consumer Fund |
0.44%
|
1.57%
|
6.22%
|
14.07%
|
32.77%
|
43.70%
|
22.56%
|
25.23%
|
18.63%
|
18.03%
|
%
|
| Nippon India Consumption Fund |
0.17%
|
1.23%
|
5.40%
|
10.87%
|
29.56%
|
44.32%
|
24.19%
|
28.71%
|
19.21%
|
16.51%
|
15.95%
|
| SBI Consumption Opportunities Fund |
0.18%
|
1.29%
|
5.86%
|
13.99%
|
32.92%
|
43.49%
|
28.24%
|
26.66%
|
19.26%
|
18.11%
|
%
|
| Sundaram Consumption Fund |
0.44%
|
2.03%
|
7.01%
|
14.48%
|
31.49%
|
39.38%
|
21.39%
|
21.98%
|
13.81%
|
16.31%
|
15.20%
|
| Tata India Consumer Fund |
0.23%
|
1.86%
|
6.47%
|
15.59%
|
33.36%
|
46.53%
|
21.33%
|
24.33%
|
16.70%
|
%
|
%
|
| UTI India Consumer Fund |
0.67%
|
3.02%
|
7.18%
|
12.08%
|
31.56%
|
45.27%
|
17.63%
|
21.47%
|
14.50%
|
12.99%
|
13.85%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
0.17%
|
1.27%
|
6.18%
|
11.84%
|
29.24%
|
40.00%
|
20.00%
|
24.75%
|
18.12%
|
19.25%
|
%
|
| Baroda BNP Paribas India Consumption Fund |
0.28%
|
1.43%
|
5.28%
|
13.19%
|
30.67%
|
46.48%
|
%
|
%
|
%
|
%
|
%
|
| Canara Robeco Consumer Trends Fund |
0.02%
|
1.48%
|
7.13%
|
11.88%
|
29.35%
|
44.95%
|
22.03%
|
27.09%
|
19.95%
|
20.00%
|
%
|
| ICICI Prudential Fmcg Fund |
-0.12%
|
-0.30%
|
3.75%
|
11.52%
|
21.65%
|
21.93%
|
19.38%
|
19.31%
|
15.67%
|
15.58%
|
%
|
| ICICI Prudential Bharat Consumption Fund |
-0.17%
|
1.02%
|
5.45%
|
11.22%
|
24.36%
|
42.07%
|
25.47%
|
25.05%
|
%
|
%
|
%
|
| Mahindra Manulife Rural Bharat And Consumption Yojana |
0.15%
|
0.98%
|
5.46%
|
11.20%
|
29.67%
|
47.53%
|
23.37%
|
23.80%
|
%
|
%
|
%
|
| Mirae Asset Great Consumer Fund |
0.44%
|
1.60%
|
6.34%
|
14.48%
|
33.73%
|
45.79%
|
24.43%
|
27.19%
|
20.44%
|
19.77%
|
%
|
| Nippon India Consumption Fund |
0.18%
|
1.25%
|
5.51%
|
11.23%
|
30.39%
|
46.15%
|
25.77%
|
30.09%
|
20.39%
|
17.58%
|
%
|
| SBI Consumption Opportunities Fund |
0.18%
|
1.31%
|
5.95%
|
14.30%
|
33.64%
|
45.06%
|
29.63%
|
28.03%
|
20.58%
|
19.36%
|
%
|
| Sundaram Consumption Fund |
0.44%
|
2.05%
|
7.08%
|
14.73%
|
32.06%
|
40.60%
|
22.49%
|
23.04%
|
14.76%
|
17.20%
|
%
|
| Tata India Consumer Fund |
0.23%
|
1.89%
|
6.57%
|
15.95%
|
34.22%
|
48.40%
|
22.91%
|
26.01%
|
18.36%
|
%
|
%
|
| UTI India Consumer Fund |
0.67%
|
3.04%
|
7.25%
|
12.32%
|
32.19%
|
46.63%
|
18.56%
|
22.27%
|
15.23%
|
13.69%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
49.03%
|
28.49%
|
25.74%
|
21.80%
|
19.18%
|
18.61%
|
| Baroda BNP Paribas India Consumption Fund |
53.86%
|
%
|
%
|
%
|
%
|
%
|
| Canara Robeco Consumer Trends Fund |
51.01%
|
30.56%
|
27.32%
|
23.37%
|
20.46%
|
18.73%
|
| ICICI Prudential Fmcg Fund |
31.86%
|
21.89%
|
21.09%
|
17.80%
|
15.95%
|
16.09%
|
| ICICI Prudential Bharat Consumption Fund |
46.45%
|
31.86%
|
27.33%
|
%
|
%
|
%
|
| Mahindra Manulife Rural Bharat And Consumption Yojana |
51.90%
|
31.55%
|
26.23%
|
%
|
%
|
%
|
| Mirae Asset Great Consumer Fund |
53.84%
|
33.02%
|
28.88%
|
23.76%
|
20.71%
|
%
|
| Nippon India Consumption Fund |
53.84%
|
33.61%
|
30.99%
|
25.74%
|
20.34%
|
17.53%
|
| SBI Consumption Opportunities Fund |
54.16%
|
33.52%
|
31.58%
|
24.90%
|
21.06%
|
%
|
| Sundaram Consumption Fund |
50.78%
|
31.11%
|
26.02%
|
20.51%
|
17.73%
|
16.55%
|
| Tata India Consumer Fund |
57.05%
|
33.53%
|
28.08%
|
22.42%
|
%
|
%
|
| UTI India Consumer Fund |
56.77%
|
29.19%
|
24.35%
|
19.80%
|
16.42%
|
14.48%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life India Gennext Fund |
50.66%
|
29.88%
|
27.15%
|
23.14%
|
20.48%
|
%
|
| Baroda BNP Paribas India Consumption Fund |
56.13%
|
%
|
%
|
%
|
%
|
%
|
| Canara Robeco Consumer Trends Fund |
52.85%
|
32.16%
|
28.94%
|
24.90%
|
21.90%
|
%
|
| ICICI Prudential Fmcg Fund |
32.99%
|
22.93%
|
22.10%
|
18.75%
|
16.87%
|
%
|
| ICICI Prudential Bharat Consumption Fund |
47.74%
|
32.95%
|
28.56%
|
%
|
%
|
%
|
| Mahindra Manulife Rural Bharat And Consumption Yojana |
54.48%
|
33.64%
|
28.24%
|
%
|
%
|
%
|
| Mirae Asset Great Consumer Fund |
56.04%
|
34.92%
|
30.79%
|
25.56%
|
22.43%
|
%
|
| Nippon India Consumption Fund |
55.80%
|
35.18%
|
32.48%
|
27.01%
|
21.45%
|
%
|
| SBI Consumption Opportunities Fund |
55.82%
|
34.91%
|
32.97%
|
26.16%
|
22.28%
|
%
|
| Sundaram Consumption Fund |
52.07%
|
32.22%
|
27.09%
|
21.47%
|
18.65%
|
%
|
| Tata India Consumer Fund |
59.02%
|
35.15%
|
29.70%
|
23.97%
|
%
|
%
|
| UTI India Consumer Fund |
58.21%
|
30.23%
|
25.24%
|
20.57%
|
17.12%
|
%
|