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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.
EquityBenchmark · Nifty India Consumption TRITER · 2.43%Inception · 29-11-2024
NAV
₹9.25
+0.49% · as of 15-07-2026
Since inception
-5.25%
CAGR
Benchmark (inception)
14.01%
CAGR
Fund size
₹608 Cr
AUM
Expense ratio
2.43%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +-5.25% CAGR vs benchmark +14.01%.
Portfolio
Where the money is invested
Top holdings
ZOMATO LIMITED EQ7.88%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.31%
ITC LIMITED EQ NEW FV RE.1/-5.09%
Zydus Wellness Ltd3.83%
THANGA MAYIL JEWELLERY LIMITED EQ3.34%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.15%
BAJAJ AUTO LIMITED EQ2.81%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 12.76%
Nestle India Ltd2.61%
WHIRLPOOL OF INDIA LIMITED EQ2.50%
Sector allocation
Consumer Durables29.08%
Fast Moving Consumer Goods21.23%
Automobile and Auto Components14.28%
Consumer Services12.11%
Telecommunication5.31%
Capital Goods3.47%
Healthcare3.23%
Services2.20%
Media, Entertainment & Publication2.04%
Textiles1.64%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -5.3% p.a.₹10,000
10 years
Projected value
₹9,31,053
Invested: ₹12,00,000
Gained: -₹2,68,947
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
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