Bajaj Finserv Consumption Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.55%)Nav, as on 11-07-2025

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  • Net Change on 11-07-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty India Consumption - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 -0.84 19.06 26.71 1.97 3,185.83
ICICI Prudential Bharat Consumption Fund - Growth Option Apr 12, 2019 1.69 18.60 20.86 2.00 3,156.95
Tata India Consumer Fund-Regular Plan-Growth Dec 28, 2015 3.70 20.50 21.33 1.98 2,457.37
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 -3.51 10.67 15.10 2.13 2,043.65
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option Sep 10, 2018 0.47 18.33 20.29 2.09 1,476.91

Fund Holdings as on 30-June-2025

  • United Spirits Limited

  • Net Receivables / (Payables)

  • Godrej Consumer Products Limited

  • Radico Khaitan Limited

  • Maruti Suzuki India Limited

  • Britannia Industries Limited

  • Oberoi Realty Limited

  • Marico Limited

  • ITC Limited

  • Tata Consumer Products Limited

  • V-Mart Retail Limited

  • Zydus Wellness Limited

  • United Breweries Limited

  • Whirlpool of India Limited

  • Havells India Limited

  • The Indian Hotels Company Limited

  • Info Edge (India) Limited

  • Gillette India Limited

  • Allied Blenders And Distillers Limited

  • Cera Sanitaryware Limited

  • Hindustan Unilever Limited

  • Eicher Motors Limited

  • Aditya Birla Real Estate Limited

  • Bharti Airtel Limited

  • Nestle India Limited

  • FSN E-Commerce Ventures Limited

  • ITC Hotels Limited

  • Brigade Enterprises Limited

  • Dixon Technologies (India) Limited

  • Mahindra & Mahindra Limited

  • Page Industries Limited

  • Devyani International Limited

  • Eternal Limited

  • Astral Limited

  • Century Plyboards (India) Limited

  • Landmark Cars Limited

  • PVR INOX Limited

  • Safari Industries (India) Limited

  • Metro Brands Limited

  • Emami Limited

  • Fortis Healthcare Limited

  • Brainbees Solutions Ltd

  • Westlife Foodworld Limited

  • Jubilant Foodworks Limited

  • Orient Electric Limited

  • AWL Agri Business Limited

  • Ganesha Ecosphere Limited

  • Godrej Agrovet Limited

  • VIP Industries Limited

  • Kajaria Ceramics Limited

  • Shaily Engineering Plastics Limited

  • Amber Enterprises India Limited

  • PB Fintech Limited

  • DLF Limited

  • TVS Motor Company Limited

  • Bajaj Auto Limited

  • La Opala RG Limited

  • Clearing Corporation of India Ltd

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  • Consumer Food

  • Breweries & Distilleries

  • Household & Personal Products

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • e-Commerce

  • Hotel, Resort & Restaurants

  • Retailing

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Tea/Coffee

  • Plastic Products

  • Electric Equipment

  • BPO/ITeS

  • Telecommunication - Service Provider

  • Consumer Durables - Electronics

  • Textile

  • Wood & Wood Products

  • Automobiles - Dealers & Distributors

  • Film Production, Distribution & Entertainment

  • Hospital & Healthcare Services

  • Restaurants

  • Edible Oil

  • Animal Feed

  • Textile - Manmade Fibres

  • Air Conditioners

  • Fintech

  • Glass

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Fund Manager

  • Education:MBA
  • Experience:14
  • Basic Details:Shri Sayan Das Sharma joined the AMC on 02 November 2022 as Senior Business Analyst. Prior to joining the AMC, Shri Sayan Das Sharma was associated with Arthya Wealth & Investments (PMS) from April 2021 to Oct 2022. Before joining Arthya Wealth & Investments (PMS), he was also associated with Bank of Baroda Capital Markets Ltd from November 2018 to March 2021. He was also associated with Crisil Ltd. from Sept 2011 to Oct 2018. He has work experience of over 14 years in financial markets in Research area.
  • Funds Managed:
  • Bajaj Finserv Consumption Fund
  • Bajaj Finserv Consumption Fund

  • Cash

  • Equity

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About Bajaj Finserv Consumption Fund

Scheme Analysis

Bajaj Finserv Consumption Fund is a Equity - Sectoral Fund - Consumption fund and belongs to Bajaj Finserv Mutual Fund. It was launched on 29-Nov-2024 and currently has an AUM of ₹594.62 crore. Bajaj Finserv Consumption Fund is benchmarked against Nifty India Consumption - TRI as primary index.

The NAV of Bajaj Finserv Consumption Fund ended down ₹-0.05(-0.55%)yesterday to ₹9.553.

Among its top 3 holdings the fund has exposure to United Spirits Limited, and

The Bajaj Finserv Consumption Fund is managed by Siddharth Chaudhary and Sorbh Gupta.

Fund House Contact

S. No. 208/1B, Lohagaon Viman Nagar Pune - 411014

1800-309-3900
service@bajajamc.com
020-67672550