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Sectoral / Thematic📊 NIFTY INDIA CONSUMPTION TRI

Nippon India Consumption Fund · Regular · Growth

Nippon India Mutual Fund

#189 of 213 (1Y)

NAV

₹185.4447

as of 17 Jun 2026

Expense Ratio

1.97%

AUM

₹2,515 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-4.50%
3Y
+10.27%
5Y
+13.44%
Since Inception
+14.40%

SIP returns (XIRR)

1Y
-5.79%
3Y
+2.47%
5Y
+9.15%
Since Inception
+13.10%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,30,500

Invested

₹6,29,697

Value today

12.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹17,729

Value today

14.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹13,05,000

Withdrawn

₹1,14,32,186

Corpus left

+₹1,17,37,186 net gain — withdrew ₹13,05,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹94,38,017

Value today

-11.3%

vs lumpsum

Direct lumpsum would have beaten STP by 11.3% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,56,098

Value today

3.6×

Multiple

Staying invested through that crash turned ₹1L into ₹3,56,098 — a 3.6× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.56

Sharpe Ratio

-0.08

Alpha

0.45

Beta

-0.54

Sortino

14.32%

Std Dev

-20.60%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseNippon India Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY INDIA CONSUMPTION TRI ✓
Launch Date30 Sept 2004
AMFI Code102751
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadW.E.F.March 17 2020 10% of the units allotted shall be redeemed without any exit load on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the ? rst 12 months from the date of allotment shall be subject to the following exit load Redemption of units would be done on First in First out Basis (FIFO): ? 1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units. ? Nil thereafter.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

Nippon India Consumption Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Nippon India Consumption Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 21 years. It manages assets worth ₹2,515 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY INDIA CONSUMPTION TRI. The current expense ratio is 1.97%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations