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Quant Consumption Fund

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

Fund Performance Analysis

Quant Consumption Fund Analysis

Quant Consumption Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 6, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Quant Consumption Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Quant Consumption Fund

Top Performing Funds in Consumption Fund Category
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Fund Name 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. You can read more about the fund KPIs in the Icici Prudential Fmcg Fund performance snapshot section. 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. You can read more about the fund KPIs in the Icici Prudential Bharat Consumption Fund performance snapshot section. 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. You can read more about the fund KPIs in the Nippon India Consumption Fund performance snapshot section. 22.18% 28.72% -7.88% -10.56% 1.56 1.16 0.39

Quant Consumption Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 6, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Quant Consumption Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Methodology

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Consumption Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

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

Baroda Bnp Paribas India Consumption Fund

0.35
2
1.54
7
6.58
4
12.82
4
5.84
3
18.38
9

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

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

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

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

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

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

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

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

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

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
no data
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
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
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

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 Value 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
30.54
4
-0.04
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
30.30
5
0.05
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
31.54
3
-0.03
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
29.49
6
0.02
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
29.49
7
0.01
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
27.98
8
-0.06
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
32.48
2
0.10
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
32.93
1
0.11
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
27.85
9
-0.07
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
24.19
10
-0.00
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
21.11
11
-0.03
8

Baroda Bnp Paribas India Consumption Fund

Quant Consumption Fund Additional Return Analysis

Quant Consumption Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 25/Aug/2008
Fund Category: Consumption Fund
Investment Objective: The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Consumption driven companies. There is no assurance that the investment objective of the Scheme will be realized.
Fund Description: A Sectoral/Thematic Fund
Fund Benchmark: NIFTY INDIA CONSUMPTION INDEX
Source: Fund FactSheet


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



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