Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 72/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)9.53%
- Expense ratio (20%)0.91%
- AUM (15%)₹2,514 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Nippon India Mutual Fund · Equity · Thematic
₹218.02
AUM: ₹2,514 Cr
NAV updated 20 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.91%
Exit Load
Exit load of 1% if redeemed within 1 month.
Fund Manager
Sailesh Raj Bhan
Inception
Jan 2013
Benchmark
NIFTY India Consumption Total Return Index
Sharpe Ratio
-0.72
Std Dev (1Y)
14.25%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-4.31%
3m
+7.53%
6m
+6.92%
1y
-6.85%
3y
+9.53%
5y
+12.68%
10y
+13.15%
since inception
+13.26%
TopFund's Take on Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option holds up reasonably well within the Thematic category, backed by a 4-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 72/100.
Cost: At 0.91%, the expense ratio is roughly in line with the Thematic category average of 0.99% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.72 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.25% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option
The current NAV (Net Asset Value) of Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option is ₹218.02. NAV is updated every business day after market close by AMFI.
1Y: -6.85% · 3Y CAGR: 9.53% · 5Y CAGR: 12.68%
The expense ratio of Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option is 0.91% per annum. This is the annual fee charged by the fund to manage your investment.
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option is managed by Sailesh Raj Bhan at Nippon India Mutual Fund.
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option is ₹2,514 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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