3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. This scheme is too new to have a track record for any of those windows, so the calculator starts on a neutral custom rate — change it to whatever you assume.
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
7.56%
|
-9.25% |
| 2 | Nestle
INE239A01024 |
Consumer Defensive Packaged Foods |
India |
7.20%
|
+10.39% |
| 3 | Mahindra & Mahindra
INE101A01026 |
Consumer Cyclical Auto Manufacturers |
India |
6.44%
|
-17.10% |
| 4 | Eternal
INE758T01015 |
Consumer Cyclical Internet Retail |
India |
5.31%
|
-4.95% |
| 5 | Titan
INE280A01028 |
Consumer Cyclical Luxury Goods |
India |
4.69%
|
+9.09% |
| 6 | Maruti Suzuki
INE585B01010 |
Consumer Cyclical Auto Manufacturers |
India |
3.57%
|
-19.78% |
| 7 | Tata Consumer Products
INE192A01025 |
Consumer Defensive Packaged Foods |
India |
3.14%
|
-5.91% |
| 8 | Vishal Mega Mart
INE01EA01019 |
Consumer Cyclical Department Stores |
India |
2.75%
|
-12.99% |
| 9 | Timex Group
INE064A01026 |
Consumer Cyclical Luxury Goods |
India |
2.52%
|
+50.61% |
| 10 | Gillette
INE322A01010 |
Consumer Defensive Household & Personal Products |
India |
2.36%
|
-4.23% |
To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in consumption and consumption related activities or allied sectors and/or are expected to benefit from the domestic consumption led demand. There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s): Piyush Baranwal, Ashish Agarwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
Exit load: No charges for withdrawal