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Bajaj Finserv Mutual Fund · Equity: Thematic-Consumption
BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH
The objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand. However, there is no assurance that the investment objective of the Scheme will be achieved.
Benchmark · NIFTY India Consumption TRITER · 4.19%Inception · 29-11-2024
NAV
₹8.74
+0.79% · as of 14-05-2026
Since inception
-9.46%
CAGR
Benchmark (inception)
13.99%
CAGR
Fund size
₹6 Cr
AUM
Expense ratio
4.19%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-9.46% CAGR vs benchmark +13.99%.
Portfolio
Where the money is invested
Top holdings
ZOMATO LIMITED EQ7.91%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.64%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 15.52%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.12%
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/-3.85%
ITC LIMITED EQ NEW FV RE.1/-3.77%
Zydus Wellness Limited3.44%
MARUTI SUZUKI INDIA LIMITED EQ3.31%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.01%
THANGA MAYIL JEWELLERY LIMITED EQ2.76%
Sector allocation
Consumer Durables27.89%
Fast Moving Consumer Goods25.51%
Automobile and Auto Components17.70%
Consumer Services11.47%
Telecommunication3.01%
Capital Goods2.87%
Media, Entertainment & Publication2.14%
Healthcare1.94%
Financial Services1.19%
Services1.14%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -9.5% p.a.₹10,000
10 years
Projected value
₹7,71,663
Invested: ₹12,00,000
Gained: -₹4,28,337
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Sorbh Gupta, Mr. Sayan Das Sharma, Mr. Siddharth Chaudhary
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153072
ISIN (Growth)
INF0QA701979
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Consumption funds
Kotak Consumption Fund Reg Gr
₹13.34
1Y
+3.0%
3Y
+0.0%
5Y
+0.0%
Tata India Consumer Reg Gr
₹44.02
1Y
+2.5%
3Y
+16.1%
5Y
+15.3%
HSBC Consumption Fund Reg Gr
₹14.01
1Y
+1.6%
3Y
+0.0%
5Y
+0.0%
BOI Consumption Fund Reg Gr
₹10.42
1Y
+1.5%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Consumption Opportunities Fund Reg Plan Gr
₹9.60
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
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