Consumption Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: कंजप्शन फंड

Top Performing Consumption Fund

Ranking Date: 31 March 2023

Fund Name BMSMONEY Consumption Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Icici Prudential Fmcg Fund

1 The Icici Prudential Fmcg Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 25.26% 22.62% -4.38% -8.81% 1.34 0.98 0.37

Icici Prudential Bharat Consumption Fund

2 The Icici Prudential Bharat Consumption Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has six KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 19% of the KPIs that are in bottom quartile. 16.46% 22.13% -5.85% -9.58% 1.28 0.92 0.43

Nippon India Consumption Fund

3 The Nippon India Consumption Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 22.18% 28.72% -7.88% -10.56% 1.56 1.16 0.39

Sbi Consumption Opportunities Fund

4 The Sbi Consumption Opportunities Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 22.01% 33.09% -6.99% -12.69% 1.59 1.18 0.38

Mirae Asset Great Consumer Fund

5 The Mirae Asset Great Consumer Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 23.24% 26.72% -7.90% -11.39% 1.38 0.98 0.40

Mahindra Manulife Rural Bharat And Consumption Yojana

6 The Mahindra Manulife Rural Bharat And Consumption Yojana is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has two KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 33% of the KPIs that are in bottom quartile. 20.43% 22.28% -7.99% -12.07% 1.00 0.69 0.40

Sundaram Consumption Fund

7 The Sundaram Consumption Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund does not have any KPI that are top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 20.14% 21.67% -8.89% -11.06% 1.02 0.76 0.39

Canara Robeco Consumer Trends Fund

8 The Canara Robeco Consumer Trends Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 21.73% 26.28% -10.26% -12.75% 1.21 0.89 0.39

Aditya Birla Sun Life India Gennext Fund

9 The Aditya Birla Sun Life India Gennext Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. 17.33% 24.25% -10.31% -12.18% 1.17 0.87 0.41

Uti India Consumer Fund

10 The Uti India Consumer Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund does not have any KPI that are top quartile. The fund has 18 KPIs that are in bottom quartile. The fund has 78% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 13.28% 18.58% -11.98% -14.03% 0.83 0.53 0.38

Tata India Consumer Fund

11 The Tata India Consumer Fund is a Consumption Fund. In the Consumption Fund category there are 12 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 21.29% 22.92% -11.79% -13.26% 1.02 0.61 0.40

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 06 June 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life India Gennext Fund
0.33
4
1.13
11
5.68
8
10.79
9
2.08
11
17.33
10
24.25
5
13.82
4
Mirae Asset Great Consumer Fund
0.34
3
1.58
5
5.98
7
14.14
1
6.06
2
23.24
2
26.72
3
14.07
3
Canara Robeco Consumer Trends Fund
0.09
9
1.33
10
6.93
1
11.74
5
3.55
8
21.73
5
26.28
4
14.96
2
ICICI Prudential Fmcg Fund
-0.11
12
0.39
12
4.56
12
10.90
7
9.11
1
25.26
1
22.62
7
13.73
5
ICICI Prudential Bharat Consumption Fund
0.35
1
2.10
1
4.86
11
10.50
11
4.28
7
16.46
11
22.13
9
Mahindra Manulife Rural Bharat And Consumption Yojana
0.27
6
1.67
3
6.72
3
13.71
2
5.15
6
20.43
7
22.28
8
Nippon India Consumption Fund
0.09
10
1.46
9
6.00
6
10.80
8
2.52
9
22.18
3
28.72
2
16.65
1
SBI Consumption Opportunities Fund
0.19
7
1.60
4
5.50
10
10.72
10
5.58
4
22.01
4
33.09
1
13.32
6
Sundaram Consumption Fund
-0.04
11
1.89
2
5.55
9
10.49
12
1.85
12
20.14
8
21.67
10
9.03
9
Tata India Consumer Fund
0.12
8
1.47
8
6.85
2
13.37
3
5.55
5
21.29
6
22.92
6
10.29
7
UTI India Consumer Fund
0.31
5
1.56
6
6.17
5
11.55
6
2.24
10
13.28
12
18.58
11
9.19
8
Baroda BNP Paribas India Consumption Fund
0.35
2
1.54
7
6.58
4
12.82
4
5.84
3
18.38
9

Returns (Direct Plan)

As On: 06 June 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life India Gennext Fund
0.33
4
1.13
11
5.68
8
10.79
9
2.08
11
17.33
10
24.25
5
13.82
4
Mirae Asset Great Consumer Fund
0.34
3
1.58
5
5.98
7
14.14
1
6.06
2
23.24
2
26.72
3
14.07
3
Canara Robeco Consumer Trends Fund
0.09
9
1.33
10
6.93
1
11.74
5
3.55
8
21.73
5
26.28
4
14.96
2
ICICI Prudential Fmcg Fund
-0.11
12
0.39
12
4.56
12
10.90
7
9.11
1
25.26
1
22.62
7
13.73
5
ICICI Prudential Bharat Consumption Fund
0.35
1
2.10
1
4.86
11
10.50
11
4.28
7
16.46
11
22.13
9
Mahindra Manulife Rural Bharat And Consumption Yojana
0.27
6
1.67
3
6.72
3
13.71
2
5.15
6
20.43
7
22.28
8
Nippon India Consumption Fund
0.09
10
1.46
9
6.00
6
10.80
8
2.52
9
22.18
3
28.72
2
16.65
1
SBI Consumption Opportunities Fund
0.19
7
1.60
4
5.50
10
10.72
10
5.58
4
22.01
4
33.09
1
13.32
6
Sundaram Consumption Fund
-0.04
11
1.89
2
5.55
9
10.49
12
1.85
12
20.14
8
21.67
10
9.03
9
Tata India Consumer Fund
0.12
8
1.47
8
6.85
2
13.37
3
5.55
5
21.29
6
22.92
6
10.29
7
UTI India Consumer Fund
0.31
5
1.56
6
6.17
5
11.55
6
2.24
10
13.28
12
18.58
11
9.19
8
Baroda BNP Paribas India Consumption Fund
0.35
2
1.54
7
6.58
4
12.82
4
5.84
3
18.38
9
Click on + to See Details
As On: 06 June 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life India Gennext Fund

0.54
9
0.92
8
1.70
11
12.40
8
17.97
3

Mirae Asset Great Consumer Fund

0.94
3
1.34
6
4.73
4
14.72
5
17.17
5

Canara Robeco Consumer Trends Fund

0.63
8
1.11
7
2.97
9
12.63
7
19.50
2

Icici Prudential Fmcg Fund

1.83
1
4.13
1
9.16
1
20.79
2
12.12
9

Icici Prudential Bharat Consumption Fund

0.76
6
2.20
3
3.34
8
17.25
4

Mahindra Rural Bharat And Consumption Yojana

0.86
4
1.52
5
3.62
6
12.32
10

Nippon India Consumption Fund

0.83
5
2.32
2
4.88
3
19.26
3
21.51
1

Sbi Consumption Opportunities Fund

1.25
2
1.79
4
5.75
2
24.72
1
17.29
4

Sundaram Rural And Consumption Fund

0.52
10
0.83
9
2.59
10
13.27
6
12.65
8

Tata India Consumer Fund

0.31
11
-0.49
11
3.39
7
12.36
9
14.97
6

Uti India Consumer Fund

-0.28
12
-1.31
12
0.46
12
10.95
11
14.33
7

Baroda Bnp Paribas India Consumption Fund

0.68
7
-0.17
10
4.29
5
As On: 06 June 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life India Gennext Fund

0.64
9
1.23
8
2.30
11
13.72
10
19.38
3

Mirae Asset Great Consumer Fund

1.07
3
1.74
6
5.54
4
16.51
5
19.07
4

Canara Robeco Consumer Trends Fund

0.75
8
1.46
7
3.69
9
14.18
7
21.07
2

Icici Prudential Fmcg Fund

1.90
1
4.36
1
9.64
1
21.78
2
13.03
9

Icici Prudential Bharat Consumption Fund

0.82
6
2.46
3
3.79
8
18.81
4

Mahindra Rural Bharat And Consumption Yojana

1.00
4
1.93
5
4.48
6
14.16
8

Nippon India Consumption Fund

0.94
5
2.66
2
5.56
3
20.88
3
22.57
1

Sbi Consumption Opportunities Fund

1.33
2
2.07
4
6.30
2
26.04
1
18.54
5

Sundaram Rural And Consumption Fund

0.59
10
1.08
9
3.07
10
14.32
6
13.57
8

Tata India Consumer Fund

0.43
11
-0.16
11
4.06
7
13.84
9
16.67
6

Uti India Consumer Fund

-0.21
12
-1.13
12
0.83
12
11.67
11
14.91
7

Baroda Bnp Paribas India Consumption Fund

0.81
7
0.20
10
4.98
5
As On: 31 March 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life India Gennext Fund

-12.18
7
-10.31
9
-3.27
3
15.77
10
9.30
8

Mirae Asset Great Consumer Fund

-11.39
5
-7.90
5
-3.41
5
14.14
3
8.65
3

Canara Robeco Consumer Trends Fund

-12.75
9
-10.26
8
-3.54
7
15.47
8
9.10
7

Icici Prudential Fmcg Fund

-8.81
1
-4.38
1
-2.85
2
12.04
1
7.37
1

Icici Prudential Bharat Consumption Fund

-9.58
2
-5.85
2
-2.67
1
12.66
2
7.59
2

Mahindra Manulife Rural Bharat And Consumption Yojana

-12.07
6
-7.99
6
-4.40
10
14.90
6
8.82
6

Nippon India Consumption Fund

-10.56
3
-7.88
4
-3.47
6
15.57
9
9.66
11

Sbi Consumption Opportunities Fund

-12.69
8
-6.99
3
-3.29
4
15.77
11
9.64
10

Sundaram Consumption Fund

-11.06
4
-8.89
7
-3.83
8
15.36
7
8.81
5

Tata India Consumer Fund

-13.26
10
-11.79
10
-4.34
9
14.43
5
9.51
9

Uti India Consumer Fund

-14.03
11
-11.98
11
-5.41
11
14.41
4
8.77
4

Baroda Bnp Paribas India Consumption Fund

As On: 31 March 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life India Gennext Fund

1.17
7
0.87
7
1.32
7
0.41
0.91
8 0.84 4
0.92
1
0.22
6
2.31
4
-0.0394
9

Mirae Asset Great Consumer Fund

1.38
3
0.98
3
1.57
4
0.40
8.53
3 0.83 5
0.81
8
0.23
4
2.29
5
0.0473
3

Canara Robeco Consumer Trends Fund

1.21
6
0.89
6
1.34
6
0.39
3.33
6 0.80 6
0.86
4
0.24
3
2.37
3
-0.0266
7

Icici Prudential Fmcg Fund

1.34
4
0.98
4
1.70
3
0.37
6.70
5 0.78 8
0.88
3
0.21
7
2.17
7
0.0176
4

Icici Prudential Bharat Consumption Fund

1.28
5
0.92
5
1.55
5
0.43
7.66
4 0.72 11
0.75
10
0.23
5
2.18
6
0.0119
5

Mahindra Manulife Rural Bharat And Consumption Yojana

1.00
10
0.69
9
1.28
8
0.40
0.54
9 0.76 9
0.85
5
0.20
9
2.10
9
-0.0642
10

Nippon India Consumption Fund

1.56
2
1.16
2
1.85
2
0.39
11.52
2 0.92 1
0.82
7
0.26
2
2.47
2
0.0972
2

Sbi Consumption Opportunities Fund

1.59
1
1.18
1
2.00
1
0.38
16.53
1 0.74 10
0.52
11
0.34
1
2.50
1
0.1061
1

Sundaram Consumption Fund

1.02
8
0.76
8
1.27
9
0.39
-0.13
10 0.79 7
0.84
6
0.20
8
2.12
8
-0.0651
11

Tata India Consumer Fund

1.02
9
0.61
10
1.05
10
0.40
3.15
7 0.84 3
0.80
9
0.17
10
1.89
10
-0.0047
6

Uti India Consumer Fund

0.83
11
0.53
11
0.91
11
0.38
-0.78
11 0.88 2
0.88
2
0.13
11
1.67
11
-0.0340
8

Baroda Bnp Paribas India Consumption Fund




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.

  1. Money market mutual funds invest in short-term, high-quality debt instruments, aiming to maintain a stable value.
  2. Advantages include safety and stability due to high-credit-rating investments, high liquidity with typically penalty-free withdrawals, diversification across various debt instruments, and modest interest earnings.
  3. Disadvantages encompass lower returns compared to riskier investments, lack of government insurance, vulnerability to inflation risk, management fees that can eat into returns, and the potential for negative yields in periods of extremely low or negative interest rates.

फायदा:

  1.     विविधता
  2.     व्यावसायिक प्रबंधन
  3.     पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
  4.     तरलता (लिक्विडिटी)
  5.     विभिन्न प्रकार के निवेश विकल्प
  6.     स्वत: पुनर्निवेश

नुकसान:

  1.     शुल्क और व्यय
  2.     रिटर्न की कोई गारंटी नहीं
  3.     सीमित नियंत्रण
  4.     अंडरपरफॉर्मेंस की संभावना
  5.     कर (टैक्स)