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
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
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
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
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
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
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
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
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
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
|