Best Consumption Mutual Funds December 2024

  • Tata India Consumer Fund has exhibited very good performance in the Consumption Fund category. The fund has rank of 2 out of 11 funds in the category. The fund has delivered return of 16.19% in 1 year, 16.18% in 3 years and 19.43% in 5 years. The category average for the same periods is 13.34%, 14.94% and 17.77% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 14.5, VaR of -16.34, …
  • Sundaram Consumption Fund has exhibited good performance in the Consumption Fund category. The fund has rank of 3 out of 11 funds in the category. The fund has delivered return of 14.03% in 1 year, 16.16% in 3 years, 16.76% in 5 years and 13.84% in 10 years. The category average for the same periods is 13.34%, 14.94%, 17.77% and 13.74% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 13.91, …
  • Mahindra Manulife Consumption Fund has shown good performance in the Consumption Fund category. The fund has rank of 4 out of 11 funds in the category. The fund has delivered return of 11.59% in 1 year, 14.89% in 3 years and 15.74% in 5 years. The category average for the same periods is 13.34%, 14.94% and 17.77% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 13.3, VaR of -13.83, Average …
  • Sbi Consumption Opportunities Fund is the top performing fund in the Consumption Fund category. The fund has delivered return of 13.62% in 1 year, 18.09% in 3 years, 21.46% in 5 years and 15.46% in 10 years. The category average for the same periods is 13.34%, 14.94%, 17.77% and 13.74% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 12.89, VaR of -12.91, Average Drawdown of -3.92, Semi Deviation of …
  • Icici Prudential Bharat Consumption Fund has shown average performance in the Consumption Fund category. The fund has rank of 5 out of 11 funds in the category. The fund has delivered return of 10.79% in 1 year, 16.85% in 3 years and 17.65% in 5 years. The category average for the same periods is 13.34%, 14.94% and 17.77% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 11.59, VaR of -12.82, …

Full review at the fund page (link in the table below.)

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
1
13.62% 18.09% 21.46% 14.11% 15.46% 14.85% 19.36% 22.77% 15.38% 16.70% 12.89% -7.79% -12.91% 8.34% 0.73 0.57 1.09
2
16.19% 16.18% 19.43% 12.97% % 17.67% 17.68% 21.03% 14.57% % 14.50% -12.14% -16.34% 3.45% 0.91 0.46 0.85
3
14.03% 16.16% 16.76% 10.91% 13.84% 15.01% 17.20% 17.78% 11.84% 14.73% 13.91% -9.10% -11.06% 6.36% 0.86 0.46 0.83
4
11.59% 14.89% 15.74% % % 13.51% 16.81% 17.65% % % 13.30% -10.38% -13.83% 5.80% 0.87 0.41 0.79
5
10.79% 16.85% 17.65% % % 11.79% 17.88% 18.98% % % 11.59% -10.71% -12.82% 6.38% 0.70 0.50 1.01
6
12.20% 13.70% 18.88% 15.23% 15.07% 13.59% 15.19% 20.42% 16.73% 16.46% 13.76% -10.63% -14.13% 5.53% 0.92 0.39 0.68
7
13.51% 17.58% 22.03% 14.42% 13.30% 15.02% 19.06% 23.40% 15.58% 14.38% 13.97% -12.03% -11.71% 4.00% 0.86 0.43 0.86
8
11.03% 15.75% 18.32% 14.36% 15.17% 12.64% 17.49% 20.15% 16.11% 16.87% 14.51% -11.07% -13.21% 1.13% 0.94 0.39 0.74
9
11.35% 12.29% 16.64% 13.58% 14.56% 12.56% 13.57% 17.99% 14.88% 15.85% 13.61% -9.70% -14.03% 1.33% 0.93 0.30 0.58
10
14.78% 10.19% 14.84% 10.91% 10.71% 15.85% 11.09% 15.63% 11.63% 11.40% 14.45% -12.40% -15.47% -4.31% 0.93 0.21 0.38
11
1.60% 12.70% 13.73% 11.39% 11.80% 2.48% 13.67% 14.65% 12.34% 12.71% 11.76% -13.25% -9.49% 0.09% 0.80 0.27 0.53

Return Calculated On: 13 January 2025

Ratios Calculated On: 31 December 2024

As On: 13 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life India Gennext Fund
-2.77
-4.88
-6.58
-11.41
-5.19
11.35
12.29
16.64
13.58
14.56
16.55
Nifty India Consumption Total Return Index
-2.81
-4.33
-6.07
-11.98
-3.96
14.17
15.85
18.20
12.79
13.69
15.09
Baroda BNP Paribas India Consumption Fund
-3.22
-5.01
-6.53
-10.47
-3.65
15.31
Canara Robeco Consumer Trends Fund
-2.75
-4.91
-8.12
-12.63
-5.54
12.20
13.70
18.88
15.23
15.07
16.06
HDFC Non-Cyclical Consumer Fund
-2.79
-4.20
-4.30
-10.49
-0.28
14.58
HSBC Consumption Fund
-3.89
-7.69
-9.57
-9.04
0.01
19.13
Icici Prudential Fmcg Fund
-1.10
0.23
-0.32
-9.06
-6.08
1.60
12.70
13.73
11.39
11.80
Icici Prudential Bharat Consumption Fund
-2.40
-3.18
-4.61
-10.77
-3.57
10.79
16.85
17.65
Kotak Consumption Fund
-3.00
-4.15
-4.49
-9.01
0.76
20.36
Mahindra Manulife Consumption Fund
-3.03
-5.07
-7.58
-12.55
-6.66
11.59
14.89
15.74
Mirae Asset Great Consumer Fund
-3.07
-4.90
-6.36
-12.82
-5.08
11.03
15.75
18.32
14.36
15.17
Nippon India Consumption Fund
-2.68
-4.17
-4.92
-10.96
-5.88
13.51
17.58
22.03
14.42
13.30
13.57
Sbi Consumption Opportunities Fund
-3.37
-5.64
-7.30
-12.33
-3.40
13.62
18.09
21.46
14.11
15.46
Sundaram Consumption Fund
-2.76
-5.27
-6.03
-9.71
0.08
14.03
16.16
16.76
10.91
13.84
13.41
Tata India Consumer Fund
-3.53
-6.97
-8.29
-9.52
-0.78
16.19
16.18
19.43
12.97
Uti India Consumer Fund
-3.18
-5.19
-6.84
-12.50
-6.08
14.78
10.19
14.84
10.91
10.71
11.98

As On: 13 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty India Consumption Total Return Index
-2.81
-4.33
-6.07
-11.98
-3.96
14.17
15.85
18.20
12.79
13.69
15.09
Aditya Birla Sun Life India Gennext Fund
-2.76
-4.87
-6.49
-11.18
-4.68
12.56
13.57
17.99
14.88
15.85
Baroda BNP Paribas India Consumption Fund
-3.21
-4.98
-6.42
-10.14
-2.94
17.02
Canara Robeco Consumer Trends Fund
-2.74
-4.89
-8.03
-12.35
-4.95
13.59
15.19
20.42
16.73
16.46
HDFC Non-Cyclical Consumer Fund
-2.78
-4.18
-4.20
-10.21
0.33
16.00
HSBC Consumption Fund
-3.88
-7.67
-9.47
-8.73
0.69
20.78
Icici Prudential Fmcg Fund
-1.09
0.25
-0.25
-8.86
-5.67
2.48
13.67
14.65
12.34
12.71
Icici Prudential Bharat Consumption Fund
-2.39
-3.20
-4.53
-10.58
-3.17
11.79
17.88
18.98
Kotak Consumption Fund
-2.99
-4.12
-4.36
-8.65
1.57
22.34
Mahindra Manulife Consumption Fund
-3.01
-5.04
-7.44
-12.17
-5.86
13.51
16.81
17.65
Mirae Asset Great Consumer Fund
-3.06
-4.87
-6.25
-12.51
-4.40
12.64
17.49
20.15
16.11
16.87
Nippon India Consumption Fund
-2.66
-4.15
-4.81
-10.65
-5.24
15.02
19.06
23.40
15.58
14.38
Sbi Consumption Opportunities Fund
-3.37
-5.62
-7.22
-12.10
-2.88
14.85
19.36
22.77
15.38
16.70
Sundaram Consumption Fund
-2.75
-5.25
-5.96
-9.52
0.51
15.01
17.20
17.78
11.84
14.73
Tata India Consumer Fund
-3.52
-6.95
-8.19
-9.23
-0.16
17.67
17.68
21.03
14.57
Uti India Consumer Fund
-3.17
-5.17
-6.76
-12.30
-5.66
15.85
11.09
15.63
11.63
11.40

As On: 13 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life India Gennext Fund
1.40
16.02
17.86
16.87
15.83
16.55
Baroda BNP Paribas India Consumption Fund
4.93
Canara Robeco Consumer Trends Fund
0.24
17.32
19.01
18.19
17.05
16.66
HDFC Non-Cyclical Consumer Fund
7.12
HSBC Consumption Fund
8.73
Icici Prudential Fmcg Fund
-1.93
9.90
13.99
13.15
12.86
14.05
Icici Prudential Bharat Consumption Fund
1.05
19.14
20.03
Kotak Consumption Fund
12.95
Mahindra Manulife Consumption Fund
-0.38
17.60
18.17
Mirae Asset Great Consumer Fund
2.18
18.87
20.38
18.43
17.21
Nippon India Consumption Fund
1.61
19.28
22.06
20.44
17.02
15.47
Sbi Consumption Opportunities Fund
4.71
19.76
23.60
20.10
17.93
Sundaram Consumption Fund
8.41
20.08
19.52
16.67
14.99
14.94
Tata India Consumer Fund
8.72
21.87
20.97
18.17
Uti India Consumer Fund
1.35
15.53
15.86
14.45
12.95
12.28

As On: 13 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life India Gennext Fund
2.54
17.33
19.23
18.20
17.14
Baroda BNP Paribas India Consumption Fund
6.55
Canara Robeco Consumer Trends Fund
1.55
18.85
20.59
19.72
18.52
HDFC Non-Cyclical Consumer Fund
8.49
HSBC Consumption Fund
10.30
Icici Prudential Fmcg Fund
-1.05
10.88
14.99
14.11
13.80
Icici Prudential Bharat Consumption Fund
2.00
20.19
21.22
Kotak Consumption Fund
14.87
Mahindra Manulife Consumption Fund
1.43
19.62
20.16
Mirae Asset Great Consumer Fund
3.72
20.67
22.24
20.23
18.95
Nippon India Consumption Fund
3.03
20.81
23.56
21.76
18.17
Sbi Consumption Opportunities Fund
5.89
21.09
24.98
21.36
19.17
Sundaram Consumption Fund
9.38
21.14
20.58
17.65
15.92
Tata India Consumer Fund
10.16
23.45
22.56
19.72
Uti India Consumer Fund
2.32
16.55
16.77
15.26
13.68

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life India Gennext Fund -14.03 -9.70 -3.91 13.61 9.38
Canara Robeco Consumer Trends Fund -14.13 -10.63 -4.28 13.76 9.01
Icici Prudential Fmcg Fund -9.49 -13.25 -4.48 11.76 8.17
Icici Prudential Bharat Consumption Fund -12.82 -10.71 -4.02 11.59 8.52
Mahindra Manulife Consumption Fund -13.83 -10.38 -5.13 13.30 9.23
Mirae Asset Great Consumer Fund -13.21 -11.07 -5.87 14.51 10.03
Nippon India Consumption Fund -11.71 -12.03 -6.16 13.97 10.05
Sbi Consumption Opportunities Fund -12.91 -7.79 -3.92 12.89 9.24
Sundaram Consumption Fund -11.06 -9.10 -6.52 13.91 9.30
Tata India Consumer Fund -16.34 -12.14 -4.91 14.50 9.94
Uti India Consumer Fund -15.47 -12.40 -6.14 14.45 10.05

Calculated On: 31 December 2024

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
0.58
0.30
0.77
0.45
1.33
0.93
0.87
1.27
0.0100
Canara Robeco Consumer Trends Fund
0.68
0.39
0.82
0.45
5.53
0.92
0.81
1.36
4.1900
Icici Prudential Fmcg Fund
0.53
0.27
0.58
0.48
0.09
0.80
0.93
1.24
-3.6400
Icici Prudential Bharat Consumption Fund
1.01
0.50
0.94
0.43
6.38
0.70
0.81
1.82
1.7200
Mahindra Manulife Consumption Fund
0.79
0.41
0.89
0.46
5.80
0.87
0.80
1.49
4.2000
Mirae Asset Great Consumer Fund
0.74
0.39
0.87
0.45
1.13
0.94
0.92
1.52
1.0800
Nippon India Consumption Fund
0.86
0.43
0.90
0.47
4.00
0.86
0.83
1.66
1.9600
Sbi Consumption Opportunities Fund
1.09
0.57
1.23
0.40
8.34
0.73
0.73
1.90
4.2300
Sundaram Consumption Fund
0.83
0.46
1.01
0.47
6.36
0.86
0.71
1.54
4.4800
Tata India Consumer Fund
0.85
0.46
0.91
0.42
3.45
0.91
0.86
1.65
2.3700
Uti India Consumer Fund
0.38
0.21
0.57
0.44
-4.31
0.93
0.93
1.11
-5.4300

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 13,362.00 12,090.73 50,968.80 45,664.38 129,522.00 93,730.62 204,808.80 153,356.20 467,244.00 275,302.92 1,789,830.00 706,656.42
Baroda BNP Paribas India Consumption Fund 13,837.20 12,318.71
Canara Robeco Consumer Trends Fund 13,464.00 12,015.60 52,916.40 46,517.90 142,446.00 96,406.38 226,632.00 160,747.36 488,364.00 293,965.44 1,680,336.00 713,488.32
HDFC Non-Cyclical Consumer Fund 13,749.60 12,459.08
HSBC Consumption Fund 14,295.60 12,561.26
Icici Prudential Fmcg Fund 12,192.00 11,873.76 51,526.80 41,790.20 114,144.00 85,236.18 178,743.60 134,292.90 366,132.00 234,675.48 568,335.60
Icici Prudential Bharat Consumption Fund 13,294.80 12,068.57 57,441.60 47,725.88 135,252.00 98,827.98
Kotak Consumption Fund 14,443.20 12,827.98
Mahindra Manulife Consumption Fund 13,390.80 11,975.45 54,590.40 46,701.04 124,626.00 94,445.22
Mirae Asset Great Consumer Fund 13,323.60 12,141.35 55,836.00 47,547.07 139,140.00 99,678.78 214,888.80 162,143.35 492,612.00 296,551.08
Nippon India Consumption Fund 13,621.20 12,104.68 58,514.40 47,822.36 162,366.00 103,836.48 215,628.00 174,157.96 418,464.00 293,414.28 1,213,560.00 643,001.94
Sbi Consumption Opportunities Fund 13,634.40 12,304.26 59,281.20 48,145.79 158,622.00 107,772.60 211,612.80 172,039.73 505,332.00 308,294.16
Sundaram Consumption Fund 13,683.60 12,541.12 56,426.40 48,359.95 130,188.00 97,610.70 173,451.60 152,263.36 438,840.00 263,041.80 1,188,612.00 613,846.26
Tata India Consumer Fund 13,942.80 12,560.77 56,458.80 49,584.31 145,806.00 101,123.10 197,274.00 160,648.91
Uti India Consumer Fund 13,773.60 12,088.02 48,168.00 45,343.80 119,838.00 89,249.70 173,392.80 140,667.58 332,028.00 235,834.20 983,052.00 487,751.04

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 13,507.20 12,164.88 52,729.20 46,525.93 137,196.00 96,923.70 221,835.60 160,831.52 522,564.00 295,430.88
Baroda BNP Paribas India Consumption Fund 14,042.40 12,422.22
Canara Robeco Consumer Trends Fund 13,630.80 12,100.70 55,015.20 47,533.61 151,938.00 100,189.08 248,026.80 169,786.85 550,596.00 318,115.80
HDFC Non-Cyclical Consumer Fund 13,920.00 12,546.12
HSBC Consumption Fund 14,493.60 12,660.44
Icici Prudential Fmcg Fund 12,297.60 11,931.46 52,876.80 42,397.67 118,836.00 87,371.40 189,739.20 138,981.61 396,972.00 246,759.60
Icici Prudential Bharat Consumption Fund 13,414.80 12,129.62 58,968.00 48,439.12 143,040.00 101,732.10
Kotak Consumption Fund 14,680.80 12,947.92
Mahindra Manulife Consumption Fund 13,621.20 12,092.70 57,369.60 48,053.34 135,234.00 99,143.28
Mirae Asset Great Consumer Fund 13,516.80 12,240.64 58,392.00 48,760.92 150,252.00 104,287.44 239,030.40 172,890.90 570,240.00 325,682.04
Nippon India Consumption Fund 13,802.40 12,196.68 60,750.00 48,854.16 171,684.00 107,662.38 231,504.00 182,551.82 459,876.00 312,209.64
Sbi Consumption Opportunities Fund 13,782.00 12,380.15 61,221.60 49,047.19 167,346.00 111,394.98 228,631.20 179,973.11 562,296.00 329,496.48
Sundaram Consumption Fund 13,801.20 12,602.60 57,952.80 49,084.78 135,972.00 100,157.10 183,901.20 157,682.78 474,288.00 276,606.84
Tata India Consumer Fund 14,120.40 12,652.07 58,676.40 50,677.70 155,796.00 105,083.46 217,711.20 169,737.79
Uti India Consumer Fund 13,902.00 12,150.86 49,352.40 46,010.12 124,032.00 91,267.86 181,456.80 144,782.15 353,352.00 245,252.40