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Growth Potential of the Consumption Theme
Source/Disclaimer: IBEF sector report. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may not e sustained in the future and is not a guarantee of any future returns.
Mid & Small cap stocks saw better growth in 5 years
Source: nifty indices, Data from 30-Sep-2019 to 30-Sep-2024. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may not be sustained in the future . Profitability = Profit after tax (PAT) Profitability = Profit after tax (PAT). CAGR = Compounded Annual Growth Rate. In general large cap are less volatile as compared to mid cap and small cap, investors should consider risk profile while investing
Nifty MidSmall India Consumption vs Broad Index
| 1 Year | 3 Year | 5 Year | 10 Year | ||
|---|---|---|---|---|---|
| Compound Annual Growth Rate | Nifty MidSmall India Consumption TRI | 53.4% | 23.4% | 28.4% | 19.0% |
| Nifty India Consumption TRI | 53.2% | 22.6% | 22.3% | 16.0% | |
| Annualized Volatility | Nifty MidSmall India Consumption TRI | 15.8% | 16.6% | 18.3% | 17.6% |
| Nifty India Consumption TRI | 11.9% | 13.6% | 16.6% | 15.4% | |
| Risk Adjusted Returns | Nifty MidSmall India Consumption TRI | 3.3 | 1.4 | 1.5 | 1.0 |
| Nifty India Consumption TRI | 4.4 | 1.6 | 1.3 | 1.0 | |
Source/Disclaimer: niftyindices: Performance as of close of 30-Sep-14 to 30-Sep-24. Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. Past performance may or may not be sustained in future and is not a guarantee of any future return. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. TRI= Total Return Index
Fund Name
Plans
Options
Benchmark
Minimum Application Amount
Minimum Redemption Amount
Investment Objective
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall India Consumption Total Return Index, subject to tracking error.
However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.
Type
Entry load
Exit load
1% if redeemed on or before 15 days of allotment.
Nil- If redeemed after 15 days from the date of allotment.
Fund Managers
FAQs
What is the Nifty MidSmall India Consumption Index Fund?
Who should consider investing in this fund?
What are the risks associated with this fund?
- • Market risk:Mid-cap and small-cap stocks are more volatile than large-cap stocks, leading to potentially higher fluctuations in the fund’s value.
- • Sector concentration risk:The fund is heavily focused on consumption sectors, so a downturn in consumer demand may impact performance.
- • Liquidity risk: Small-cap stocks can be less liquid, which might affect the fund’s ability to trade these stocks efficiently.
The Scheme being an index scheme follows a passive investment technique and shall only invest in Securities comprising one selected index irrespective of its market conditions.