Edelweiss Consumption Fund Direct Growth
EquityEquity - ConsumptionVery High Risk
Direct
NAV (07-Mar-25)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF754K01TY2
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
20 Feb 2025
About this fund
- Edelweiss Consumption Fund Direct Growth has given a CAGR return of -0.57% since inception.
- You can start investing in Edelweiss Consumption Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-0.57%
— (Cat Avg.)
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Dhruv Bhatia
Since February 2025
Amit Vora
Since February 2025
Trideep Bhattacharya
Since February 2025
Additional Scheme Details
ISIN INF754K01TY2 | Expense Ratio - | Exit Load 1.00% | Fund Size - | Age 0 month | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty India Consumption TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Consumption Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| SBI Nifty Consumption ETF Very High Risk | 0.3% | - | ₹19.79 Cr | 4.4% |
| Kotak NIFTY India Consumption ETF Very High Risk | 0.1% | - | ₹5.81 Cr | 4.6% |
| ICICI Prudential Nifty FMCG ETF Very High Risk | 0.2% | - | ₹436.20 Cr | 4.1% |
| ICICI Prudential Nifty India Consumption ETF Very High Risk | 0.2% | - | ₹58.03 Cr | 4.4% |
| Sundaram Consumption Fund Regular Growth Very High Risk | 2.2% | 0.0% | ₹1518.44 Cr | 7.6% |
| Nippon India Consumption Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹2184.16 Cr | 4.4% |
| Aditya Birla Sun Life India GenNext Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹5625.62 Cr | 4.4% |
| Baroda BNP Paribas India Consumption Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1404.66 Cr | 5.6% |
| Baroda BNP Paribas India Consumption Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹1404.66 Cr | 7.2% |
| Nippon India ETF Consumption Very High Risk | 0.3% | - | ₹133.54 Cr | 4.3% |
Risk Level
Your principal amount will be at Very High Risk
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Related Articles
Still got questions?
We're here to help.
What is the current NAV of Edelweiss Consumption Fund Direct Growth?
Who manages the Edelweiss Consumption Fund Direct Growth?
- Dhruv Bhatia
- Amit Vora
- Trideep Bhattacharya
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Edelweiss Consumption Fund Direct Growth
EquityEquity - ConsumptionVery High Risk
Direct
NAV (07-Mar-25)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF754K01TY2
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
20 Feb 2025
Risk Level
Your principal amount will be at Very High Risk
About this fund
- Edelweiss Consumption Fund Direct Growth has given a CAGR return of -0.57% since inception.
- You can start investing in Edelweiss Consumption Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-0.57%
— (Cat Avg.)
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Dhruv Bhatia
Since February 2025
Amit Vora
Since February 2025
Trideep Bhattacharya
Since February 2025
Additional Scheme Details
ISIN INF754K01TY2 | Expense Ratio - | Exit Load 1.00% | Fund Size - | Age 0 month | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty India Consumption TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Consumption Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| SBI Nifty Consumption ETF Very High Risk | 0.3% | - | ₹19.79 Cr | 4.4% |
| Kotak NIFTY India Consumption ETF Very High Risk | 0.1% | - | ₹5.81 Cr | 4.6% |
| ICICI Prudential Nifty FMCG ETF Very High Risk | 0.2% | - | ₹436.20 Cr | 4.1% |
| ICICI Prudential Nifty India Consumption ETF Very High Risk | 0.2% | - | ₹58.03 Cr | 4.4% |
| Sundaram Consumption Fund Regular Growth Very High Risk | 2.2% | 0.0% | ₹1518.44 Cr | 7.6% |
| Nippon India Consumption Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹2184.16 Cr | 4.4% |
| Aditya Birla Sun Life India GenNext Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹5625.62 Cr | 4.4% |
| Baroda BNP Paribas India Consumption Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1404.66 Cr | 5.6% |
| Baroda BNP Paribas India Consumption Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹1404.66 Cr | 7.2% |
| Nippon India ETF Consumption Very High Risk | 0.3% | - | ₹133.54 Cr | 4.3% |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Edelweiss Consumption Fund Direct Growth?
Who manages the Edelweiss Consumption Fund Direct Growth?
- Dhruv Bhatia
- Amit Vora
- Trideep Bhattacharya
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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