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Five Best Consumption Mutual Funds to Invest in

Highlights

  • Consumption funds are expected to grow faster in times to come
  • But which consumption fund should you invest in - Choose from the list shown in this post

Consumption-oriented funds are a type of thematic fund that invests in consumer-facing companies. To know more about consumption funds, their benefits and should you invest in them, we recommend reading another post of ours: Consumption funds-definition, benefits and should you invest? Let us look at the best consumption mutual funds.

Top Mutual Funds to Invest in Now

Best Consumption Mutual Funds

Aditya Birla Sun Life India Gennext Fund

This fund is offered by Aditya Birla Mutual Fund. Below are the key points about this fund:

  • This fund manages an AUM of INR 1,333 crores.
  • It was launched on 5th August 2005 and has delivered an annualized return of 15.01%.
  • The benchmark of the fund is S&P BSE 500
  • The portfolio comprises 67 stocks with 66% in large-caps and 34% in mid and small-caps.
  • The top stocks in the portfolio are HDFC Bank. Bharti Airtel, ITC, Hindustan Unilever and ICICI Bank.

BNP Paribas India Consumption Fund

This fund is offered by BNP PARIBAS Mutual Fund. Below are the key points about this fund:

  • This fund manages an AUM of INR 495 crores.
  • It was launched on 7th Sep 2018 and has delivered an annualized return of 12.18%.
  • The benchmark of the fund is Nifty 200 Index
  • The portfolio comprises 39 stocks with 67% in large-caps and 33% in mid and small-caps.
  • The top stocks in the portfolio are HDFC Bank. Bharti Airtel, ITC, Hindustan Unilever and Ultratech Cement.
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Nippon India Consumption Fund

This fund is offered by Nippon India Mutual Fund. Below are the key points about this fund:

  • This fund manages an AUM of INR 79 crores.
  • It was launched on 30th Sep 2004 and has delivered an annualized return of 12.63%.
  • The benchmark of the fund is the Nifty India Consumption Index.
  • The portfolio comprises 28 stocks with 72% in large-caps and 28% in mid and small-caps.
  • The top stocks in the portfolio are Maruti, Bharti Airtel, ITC, Hindustan Unilever and Hero MotoCorp.

Tata India Consumer Fund

This fund is offered by TATA Mutual Fund. Below are the key points about this fund:

  • This fund manages an AUM of INR 1,073 crores.
  • It was launched on 28th Dec 2015 and has delivered an annualized return of 11.48%.
  • The benchmark of the fund is the Nifty India Consumption Index.
  • The portfolio comprises 28 stocks with 49% in large-caps and 51% in mid and small-caps.
  • The top stocks in the portfolio are Nestle, Dabur, Hindustan Unilever, Titan and Tata consumer products.

UTI India Consumer Fund

This fund is offered by UTI Mutual Fund. Below are the key points about this fund:

  • This fund manages an AUM of INR 235 crores.
  • It was launched on 30th July 2007 and has delivered an annualized return of 7.34%.
  • The benchmark of the fund is the Nifty India Consumption Index.
  • The portfolio comprises 35 stocks with 68% in large-caps and 32% in mid and small-caps.
  • The top stocks in the portfolio are Maruti Suzuki, Bharti Airtel, ITC, Hindustan Unilever and Asian Paints.
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Let us now look at the returns of these funds.

Returns of Consumption Funds

The table below shows the returns delivered by these funds in % terms in a regular plan.

Fund NameLast 3 YearsLast 5 YearsLast 7 Years
Aditya Birla Consumption4.208.1314.08
BNP Paribas ConsumptionN.A.N.A.N.A.
Nippon Consumption0.985.579.08
Tata Consumer4.80N.A.N.A.
UTI Consumer2.564.328.66

*These returns are dated 1st July 2020. N.A. is mentioned where funds have not completed that tenure.

Consumption funds are one of the thematic equity funds, to know about other thematic equity mutual funds you can read another post of ours-Thematic equity mutual funds-Definition and different types.

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