Edelweiss Consumption Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Edelweiss Consumption Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹493 Cr
N/A
2.54
If the units are redeemed /switched out on or before 90 days from the date of allotment - 1% of the appliable NAV.If the units are redeemed /switched out after 90 days from the date of allotment - NIL
Nifty India Consumption Total Return
Edelweiss Consumption Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.72 | -1.74 | -1.61 |
| 6M | 7.77 | 3.05 | 38.95 |
| 1Y | -7.46 | 3.02 | 11.32 |
| 3Y | 0.00 | 11.11 | 52.42 |
Portfolio Analysis
- Equity: 98.69%
- Debt: 1.31%
- Others
About Fund Edelweiss Consumption Fund Growth
Edelweiss Consumption Fund Growth managed by Edelweiss Mutual Fund,is a Consumerscheme with Assets Under Management of ₹493 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.54. Under the expert guidance of Dhruv Bhatia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Dhruv Bhatia
Mr. Dhruv Bhatia qualifications include Bachelors of Management Studies from University of Mumbai and PGDM (Finance) from SIES College of Management Studies. Dhruv Bhatia joined BOI AXA in November 2018, and has more than 9 years of experience in the Asset Management Industry. Prior to BOI AXA, he was associated with organizations such as AUM Fund Advisors LLP and Sahara Mutual Fund as an Equity Investment Analyst.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential FMCG Fund - Growth Growth | 5 | 1,557 CR | 2.42 |
| Edelweiss Consumption Fund Growth | 0 | 492 CR | 2.54 |
| Tata India Consumer Fund Growth | 5 | 2,900 CR | 2.12 |
| HSBC Consumption Fund Growth | 0 | 1,816 CR | 2.19 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential FMCG Fund - Growth Growth | -18.8833 | -13.2137 |
| This FundEdelweiss Consumption Fund Growth | -6.8459 | 0 |
| This FundTata India Consumer Fund Growth | 2.7471 | 41.7684 |
| This FundHSBC Consumption Fund Growth | 1.0914 | 47.186 |
Edelweiss Consumption Fund Growth FAQs
- 1 Month : -6.72%
- 6 Months : 7.77%
- 1 Year : -7.46%
- 3 Years : 0.00%
