42
ConsumptionAvoid
Axis Consumption
Axis · Direct–Growth · rank #13 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-10.3%
-5.5% vs index
3 Years
—
5 Years
—
Since launch
-5.2%
Year-by-year performance
2025
+1.4%-6.2% vs index
2026
-8.2%-2.1% vs index
Why this score
Axis Consumption scores 42/100 — #13 of 25 Consumption fund (Avoid). It stands out for volatility and expense ratio — beating 88% of peers on volatility. The main drag is its sharpe ratio (better than only 3% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Sharpe ratio-0.84 · 3rd percentile in category
Sortino ratio-1.11 · 3rd percentile in category
Volatility13.92 · 88th percentile in category
Expense ratio0.89% · 82nd percentile in category
Alpha-5.24 · 18th percentile in category
Fund size2375.45 Cr · 78th percentile in category
Top holdings
1.Bharti Airtel Ltd9.16%
2.Zomato Ltd8.56%
3.Mahindra & Mahindra Ltd6.96%
4.Titan Company Ltd5.25%
5.Maruti Suzuki India Ltd3.93%
57 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.