By Rajendra
Apr 20, 2023
Scheme Analysis
Category
Thematic
Inception
Mar 29, 2011
Benchmark
Nifty India Consumer
AUM - 2,030 Cr
Fund Manager
Ankit Jain & Siddhant Chhabria
ITC
Hind Unilever
Titan
Maruti
Bharti Airtel
8.88
6.31
5.51
5.11
4.91
Total - 30.82
aims to capture growth from a broad range of sectors benefit directly or indirectly from increased consumption
Consumer Durable
FMCG
Automobile
16.98
15.18
11.81
7.68
7.31
Food Products
Bank
Consumer is a theme which is tremendous growth potential and includes businesses in FMCG, Autos, Realty
Upto 1 Year - 1.00%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
6.48%
26.72%
12.36%
Portfolio will comprise of growth companies which has strong return ratio (ROE)
upto 12 month - 1%
As on 3 Apr. 2023
1 Year
3 Year
5 Year
12,053
44,875
84,720
0.84%
14.88%
13.79%
Monthly SIP of 1,000
Portfolio will comprise of 35-40 stocks (+/-5 stocks).