Best Consumption Mutual Funds March 2025

  1. Sundaram Consumption Fund

    Sundaram Consumption Fund is the top ranked fund in the Consumption Fund category. The category has total 12 funds. The Sundaram Consumption Fund has shown an excellent past performence in Consumption Fund. The fund has a Jensen Alpha of 0.85% which is higher than the category average of -0.11%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.61 which is higher than the category average of 0.53. Read Full Review

  2. Canara Robeco Consumer Trends Fund

    In the Consumption Fund category, Canara Robeco Consumer Trends Fund is the second ranked fund. The category has total 12 funds. The Canara Robeco Consumer Trends Fund has shown an excellent past performence in Consumption Fund. The fund has a Jensen Alpha of 0.32% which is higher than the category average of -0.11%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.57 which is higher than the category average of 0.53. Read Full Review

  3. Baroda BNP Paribas India Consumption Fund

    Baroda BNP Paribas India Consumption Fund is the third ranked fund in the Sectoral/ Thematic Fund category. The category has total 12 funds. The Baroda BNP Paribas India Consumption Fund has shown an excellent past performence in Sectoral/ Thematic Fund. The fund has a Jensen Alpha of -0.2% which is lower than the category average of -0.11%, reflecting poor performance. The fund has a Sharpe Ratio of 0.55 which is higher than the category average of 0.53. Read Full Review

  4. Icici Prudential Bharat Consumption Fund

    Icici Prudential Bharat Consumption Fund is the 4th ranked fund in the Consumption Fund category. The category has total 12 funds. The 4 star rating shows a very good past performance of the Icici Prudential Bharat Consumption Fund in Consumption Fund. The fund has a Jensen Alpha of 3.67% which is higher than the category average of -0.11%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.74 which is higher than the category average of 0.53. Read Full Review

  5. Nippon India Consumption Fund

    Nippon India Consumption Fund is the 5th ranked fund in the Consumption Fund category. The category has total 12 funds. The 4 star rating shows a very good past performance of the Nippon India Consumption Fund in Consumption Fund. The fund has a Jensen Alpha of 1.81% which is higher than the category average of -0.11%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.66 which is higher than the category average of 0.53. Read Full Review

  6. Sbi Consumption Opportunities Fund

    In the Consumption Fund category, Sbi Consumption Opportunities Fund is the 6th ranked fund. The category has total 12 funds. The Sbi Consumption Opportunities Fund has shown an average past performence in Consumption Fund. The fund has a Jensen Alpha of 1.42% which is higher than the category average of -0.11%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.59 which is higher than the category average of 0.53. Read Full Review

  7. Tata India Consumer Fund

    Tata India Consumer Fund is the 7th ranked fund in the Consumption Fund category. The category has total 12 funds. The Tata India Consumer Fund has shown an average past performence in Consumption Fund. The fund has a Jensen Alpha of -0.09% which is lower than the category average of -0.11%, showing poor performance. The fund has a Sharpe Ratio of 0.54 which is higher than the category average of 0.53. Read Full Review

  8. Aditya Birla Sun Life India Gennext Fund

    In the Consumption Fund category, Aditya Birla Sun Life India Gennext Fund is the 8th ranked fund. The category has total 12 funds. The 3 star rating shows an average past performance of the Aditya Birla Sun Life India Gennext Fund in Consumption Fund. The fund has a Jensen Alpha of -1.4% which is lower than the category average of -0.11%, showing poor performance. The fund has a Sharpe Ratio of 0.46 which is lower than the category average of 0.53. Read Full Review

  9. Mirae Asset Great Consumer Fund

    Mirae Asset Great Consumer Fund is the 9th ranked fund in the Consumption Fund category. The category has total 12 funds. The 2 star rating shows a poor past performance of the Mirae Asset Great Consumer Fund in Consumption Fund. The fund has a Jensen Alpha of -0.75% which is lower than the category average of -0.11%, reflecting poor performance. The fund has a Sharpe Ratio of 0.54 which is higher than the category average of 0.53. Read Full Review

  10. Mahindra Manulife Consumption Fund

    In the Consumption Fund category, Mahindra Manulife Consumption Fund is the 10th ranked fund. The category has total 12 funds. The 2 star rating shows a poor past performance of the Mahindra Manulife Consumption Fund in Consumption Fund. The fund has a Jensen Alpha of -1.06% which is lower than the category average of -0.11%, reflecting poor performance. The fund has a Sharpe Ratio of 0.49 which is lower than the category average of 0.53. Read Full Review

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
15.21% 18.47% 22.55% 11.74% 14.18% 16.21% 19.52% 23.62% 12.68% 15.08% 15.18% -18.70% -17.72% 0.85% 0.89 0.31 0.61
2
10.84% 17.94% 24.00% 16.27% 15.61% 12.24% 19.46% 25.62% 17.78% 17.03% 14.87% -19.19% -19.06% 0.32% 0.88 0.31 0.57
3
13.63% 17.30% % % % 15.30% 19.02% % % % 14.87% -19.87% -19.81% -0.20% 0.89 0.28 0.55
4
7.27% 17.72% 22.12% % % 8.27% 18.74% 23.45% % % 12.69% -20.01% -15.72% 3.67% 0.74 0.35 0.74
5
11.73% 19.81% 27.70% 16.52% 14.51% 13.25% 21.31% 29.16% 17.74% 15.62% 14.73% -21.07% -14.79% 1.81% 0.87 0.32 0.66
6
10.40% 17.43% 28.13% 14.18% 15.55% 11.58% 18.69% 29.51% 15.44% 16.78% 14.82% -21.94% -23.46% 1.42% 0.83 0.28 0.59
7
14.03% 18.06% 22.85% 13.16% % 15.49% 19.58% 24.47% 14.75% % 16.28% -19.45% -24.76% -0.09% 0.92 0.27 0.54
8
12.10% 16.11% 23.25% 14.76% 14.92% 13.30% 17.41% 24.67% 16.06% 16.22% 14.61% -19.90% -17.87% -1.40% 0.87 0.24 0.46
9
9.35% 17.56% 24.37% 15.03% 14.77% 10.92% 19.31% 26.28% 16.81% 16.46% 15.86% -23.34% -22.29% -0.75% 0.95 0.27 0.54
10
7.98% 16.39% 21.56% % % 9.85% 18.35% 23.56% % % 14.99% -22.55% -21.68% -1.06% 0.89 0.24 0.49
11
8.84% 13.50% 18.96% 11.15% 10.62% 9.83% 14.47% 19.81% 11.89% 11.32% 15.56% -22.43% -19.77% -4.60% 0.94 0.16 0.31
12
7.32% 12.47% 16.75% 11.22% 11.67% 8.26% 13.45% 17.72% 12.17% 12.58% 12.99% -20.36% -16.36% -1.33% 0.71 0.16 0.32

Return Calculated On: 22 April 2025 | Ratios Calculated On: 28 March 2025

Performance Indicators


As On: 22 April 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life India Gennext Fund
0.65
3.65
5.65
4.94
-3.89
12.10
16.11
23.25
14.76
14.92
16.38
Baroda BNP Paribas India Consumption Fund
0.91
3.03
4.78
3.66
-3.80
13.63
17.30
Canara Robeco Consumer Trends Fund
0.65
3.77
5.23
4.68
-3.55
10.84
17.94
24.00
16.27
15.61
15.66
HDFC Non-Cyclical Consumer Fund
1.08
3.40
5.63
3.72
-4.58
10.83
HSBC Consumption Fund
0.73
2.94
4.69
3.47
-4.42
12.74
Icici Prudential Fmcg Fund
1.51
2.02
6.27
1.61
-4.54
7.32
12.47
16.75
11.22
11.67
Icici Prudential Bharat Consumption Fund
0.59
2.51
3.66
0.46
-6.82
7.27
17.72
22.12
Kotak Consumption Fund
0.69
2.77
3.25
-0.09
-5.72
16.42
Mahindra Manulife Consumption Fund
0.85
3.34
5.22
3.22
-6.37
7.98
16.39
21.56
Mirae Asset Great Consumer Fund
0.69
3.37
5.51
2.52
-7.96
9.35
17.56
24.37
15.03
14.77
Nippon India Consumption Fund
1.10
3.70
7.13
4.95
-3.16
11.73
19.81
27.70
16.52
14.51
13.69
Sbi Consumption Opportunities Fund
1.00
3.09
4.28
1.13
-7.79
10.40
17.43
28.13
14.18
15.55
Sundaram Consumption Fund
0.88
3.23
5.95
2.96
-3.82
15.21
18.47
22.55
11.74
14.18
13.78
Tata India Consumer Fund
1.20
3.98
6.15
3.06
-4.00
14.03
18.06
22.85
13.16
Uti India Consumer Fund
0.79
3.24
5.71
2.92
-6.83
8.84
13.50
18.96
11.15
10.62
11.88
Nifty India Consumption Total Return Index
0.70
3.30
5.64
5.48
-3.16
12.61
18.46
22.02
13.78
14.13
15.26

As On: 22 April 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life India Gennext Fund
0.66
3.67
5.73
5.21
-3.40
13.30
17.41
24.67
16.06
16.22
Baroda BNP Paribas India Consumption Fund
0.92
3.06
4.90
4.03
-3.11
15.30
19.02
Canara Robeco Consumer Trends Fund
0.66
3.79
5.34
4.99
-2.94
12.24
19.46
25.62
17.78
17.03
HDFC Non-Cyclical Consumer Fund
1.09
3.43
5.73
4.02
-4.01
12.18
HSBC Consumption Fund
0.74
2.97
4.81
3.82
-3.77
14.30
Icici Prudential Fmcg Fund
1.51
2.04
6.34
1.83
-4.12
8.26
13.45
17.72
12.17
12.58
Icici Prudential Bharat Consumption Fund
0.58
2.54
3.74
0.66
-6.39
8.27
18.74
23.45
Kotak Consumption Fund
0.69
2.79
3.37
0.29
-4.98
18.30
Mahindra Manulife Consumption Fund
0.85
3.37
5.37
3.66
-5.56
9.85
18.35
23.56
Mirae Asset Great Consumer Fund
0.69
3.40
5.62
2.87
-7.31
10.92
19.31
26.28
16.81
16.46
Nippon India Consumption Fund
1.11
3.73
7.25
5.32
-2.48
13.25
21.31
29.16
17.74
15.62
Sbi Consumption Opportunities Fund
1.00
3.11
4.36
1.39
-7.31
11.58
18.69
29.51
15.44
16.78
Sundaram Consumption Fund
0.88
3.25
6.03
3.19
-3.40
16.21
19.52
23.62
12.68
15.08
Tata India Consumer Fund
1.20
4.00
6.26
3.38
-3.39
15.49
19.58
24.47
14.75
Uti India Consumer Fund
0.79
3.25
5.79
3.16
-6.39
9.83
14.47
19.81
11.89
11.32
Nifty India Consumption Total Return Index
0.70
3.30
5.64
5.48
-3.16
12.61
18.46
22.02
13.78
14.13
15.26

As On: 22 April 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life India Gennext Fund
3.34
14.26
17.24
17.04
15.97
16.57
Baroda BNP Paribas India Consumption Fund
2.66
15.76
Canara Robeco Consumer Trends Fund
3.39
15.76
18.52
18.46
17.32
16.78
HDFC Non-Cyclical Consumer Fund
3.09
HSBC Consumption Fund
2.47
Icici Prudential Fmcg Fund
-1.17
6.01
12.29
12.42
12.42
13.60
Icici Prudential Bharat Consumption Fund
-2.33
13.92
17.84
Kotak Consumption Fund
1.22
Mahindra Manulife Consumption Fund
-1.97
13.77
16.79
Mirae Asset Great Consumer Fund
-1.39
14.31
18.33
17.71
16.77
Nippon India Consumption Fund
3.01
16.53
20.89
20.58
17.24
15.60
Sbi Consumption Opportunities Fund
-0.74
14.64
21.14
19.29
17.36
Sundaram Consumption Fund
3.87
15.79
17.93
16.32
14.63
14.77
Tata India Consumer Fund
2.99
17.20
18.91
17.53
Uti India Consumer Fund
-1.58
12.54
14.54
14.10
12.80
12.14

As On: 22 April 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life India Gennext Fund
4.42
15.52
18.60
18.38
17.28
Baroda BNP Paribas India Consumption Fund
4.16
17.48
Canara Robeco Consumer Trends Fund
4.69
17.25
20.09
20.01
18.80
HDFC Non-Cyclical Consumer Fund
4.33
HSBC Consumption Fund
3.90
Icici Prudential Fmcg Fund
-0.31
6.95
13.29
13.39
13.37
Icici Prudential Bharat Consumption Fund
-1.42
14.95
19.01
Kotak Consumption Fund
2.86
Mahindra Manulife Consumption Fund
-0.27
15.73
18.79
Mirae Asset Great Consumer Fund
0.01
16.02
20.18
19.52
18.51
Nippon India Consumption Fund
4.44
18.05
22.42
21.96
18.43
Sbi Consumption Opportunities Fund
0.32
15.90
22.51
20.57
18.60
Sundaram Consumption Fund
4.77
16.81
18.99
17.32
15.58
Tata India Consumer Fund
4.31
18.72
20.48
19.08
Uti India Consumer Fund
-0.67
13.56
15.48
14.94
13.56

Calculated On: 28 March 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life India Gennext Fund -17.87 -19.90 -4.86 14.61 10.29
Baroda Bnp Paribas India Consumption Fund -19.81 -19.87 -5.88 14.87 10.57
Canara Robeco Consumer Trends Fund -19.06 -19.19 -5.33 14.87 10.12
Icici Prudential Fmcg Fund -16.36 -20.36 -6.38 12.99 9.56
Icici Prudential Bharat Consumption Fund -15.72 -20.01 -5.74 12.69 9.55
Mahindra Manulife Consumption Fund -21.68 -22.55 -7.56 14.99 10.85
Mirae Asset Great Consumer Fund -22.29 -23.34 -7.87 15.86 11.36
Nippon India Consumption Fund -14.79 -21.07 -8.75 14.73 10.80
Sbi Consumption Opportunities Fund -23.46 -21.94 -6.31 14.82 11.06
Sundaram Consumption Fund -17.72 -18.70 -8.56 15.18 10.69
Tata India Consumer Fund -24.76 -19.45 -6.64 16.28 11.81
Uti India Consumer Fund -19.77 -22.43 -7.17 15.56 11.18

Calculated On: 28 March 2025

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
0.46
0.24
0.46
0.43
-1.40
0.87
0.92
1.23
-3.5400
Baroda Bnp Paribas India Consumption Fund
0.55
0.28
0.51
0.43
-0.20
0.89
0.92
1.34
-2.0900
Canara Robeco Consumer Trends Fund
0.57
0.31
0.54
0.43
0.32
0.88
0.90
1.37
-1.7100
Icici Prudential Fmcg Fund
0.32
0.16
0.37
0.45
-1.33
0.71
0.76
1.05
-6.0200
Icici Prudential Bharat Consumption Fund
0.74
0.35
0.56
0.41
3.67
0.74
0.88
1.58
-0.7000
Mahindra Manulife Consumption Fund
0.49
0.24
0.44
0.43
-1.06
0.89
0.90
1.27
-2.9400
Mirae Asset Great Consumer Fund
0.54
0.27
0.47
0.43
-0.75
0.95
0.91
1.33
-1.6700
Nippon India Consumption Fund
0.66
0.32
0.55
0.46
1.81
0.87
0.89
1.48
-0.4200
Sbi Consumption Opportunities Fund
0.59
0.28
0.50
0.39
1.42
0.83
0.80
1.39
-1.5100
Sundaram Consumption Fund
0.61
0.31
0.57
0.45
0.85
0.89
0.89
1.41
-0.9700
Tata India Consumer Fund
0.54
0.27
0.54
0.42
-0.09
0.92
0.82
1.34
-1.4100
Uti India Consumer Fund
0.31
0.16
0.36
0.42
-4.60
0.94
0.93
1.04
-5.6500