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Mutual Funds

Aditya Birla Sun Life Consumption Fund

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Aditya Birla Sun Life Consumption Fund

Thematic-ConsumptionRank #31
2/5

NAV (2026-07-14)

204.62

AUM

₹5,989.8 Cr

Exp. Ratio: 1.95%

RISK LEVEL

Very High

Returns & Performance

1 Year-5.05%3.27% vs cat avgRank #25
3 Year8.87%1.60% vs cat avgRank #15
5 Year10.64%1.35% vs cat avgRank #10
Since Launch15.50%--

Fund vs Category Average

1Y
-5.05%-3.27%
3Y
8.87%-1.60%
5Y
10.64%-1.35%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (1.95%)
1Y category rank outside top 15 (#25)
Overall rank #31 in category
ISININF209K01447
NAV₹204.62
NAV Date2026-07-14
AUM₹5,989.8 Cr
Expense Ratio1.95%
RiskVery High
Rating2 / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23

INVESTMENT OBJECTIVE

The scheme aims to invest in equity/ equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next).

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Dhaval Joshi

Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..

Top Holdings

Holdings data not available for this scheme