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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 · 2.90%Inception · 29-11-2024
NAV
₹8.94
+0.04% · as of 14-10-2026
Since inception
-6.27%
CAGR
Benchmark (inception)
13.49%
CAGR
Fund size
₹565 Cr
AUM
Expense ratio
2.90%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-6.27% CAGR vs benchmark +13.49%.
Portfolio
Where the money is invested
Top holdings
ZOMATO LIMITED EQ6.88%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.32%
Zydus Wellness Ltd4.30%
MARUTI SUZUKI INDIA LIMITED EQ3.62%
TRENT LIMITED EQ NEW FV Re. 1/-3.25%
THANGA MAYIL JEWELLERY LIMITED EQ3.12%
TATA MOTORS LIMITED EQ NEW FV RS. 2/-3.00%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.88%
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-2.64%
BAJAJ AUTO LIMITED EQ2.58%
Sector allocation
Consumer Durables28.54%
Automobile and Auto Components17.99%
Fast Moving Consumer Goods17.73%
Consumer Services12.64%
Telecommunication5.32%
Textiles2.95%
Healthcare2.77%
Services2.32%
Capital Goods2.02%
Media, Entertainment & Publication2.02%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -6.3% p.a.₹10,000
10 years
Projected value
₹8,88,511
Invested: ₹12,00,000
Gained: -₹3,11,489
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. Sayan Das Sharma, Mr. Kishore Agarwal, 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
Tata India Consumer Reg Gr
₹46.05
1Y
+1.2%
3Y
+11.8%
5Y
+10.2%
Quant Consumption Fund Gr Reg Plan
₹9.75
1Y
+0.2%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Consumption Opportunities Fund Reg Plan Gr
₹9.87
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Union Consumption Fund Reg Plan Gr
₹9.53
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
LIC MF Consumption FundReg Plan Gr
₹9.20
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
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