HDFC Consumption Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ETERNAL LTD with a portfolio weight of 10.72% .
The fund currently owns more than 53 stocks.
The top 10 holdings account for 54.49% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 5.39% | -0.11% |
| 2 Year Return | 34.47% | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 1.09% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | E-Commerce/E-Retail |
10.72%
|
|
| 2 | Consumer Discretionary |
8.79%
|
|
| 3 | Consumer Staples |
7.63%
|
|
| 4 | Communication Services |
5.40%
|
|
| 5 | Consumer Staples |
4.30%
|
|
| 6 | Consumer Discretionary |
3.98%
|
|
| 7 | Retail - Departmental Stores |
3.91%
|
|
| 8 | Consumer Staples |
3.38%
|
|
| 9 | Materials |
3.22%
|
|
| 10 | Consumer Discretionary |
3.16%
|
|
| 11 | Consumer Discretionary |
3.01%
|
|
| 12 | Consumer Discretionary |
2.89%
|
AMC: HDFC
Category: Equity • Sectoral/Thematic
Launch Date: 23 Jun 2023
Fund Manager: Mr. Amit Sinha
Minimum Purchase: ₹100
Exit Load: In respect of each purchase/switch-in of units, an Exit load of 1% is payable if units are redeemed /switched-out within 30 days from the date of allotment. No Exit Load is payable if units are redeemed / switchedout after 30 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
HDFC Consumption Fund - Direct Plan is managed by HDFC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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