ReviewDirect · Growth
Axis Consumption Fund
- NAV
- 9.17
- 15 Sept 2026
- 1Y
- -8.2%
- Trailing CAGR
- AUM
- ₹2,772.24 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-8.2%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-4.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-5.5%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -4.6%
- Calendar-day CAGR
- Excess 1Y
- -10.5%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- n/a
- 0 recovered episodes
- Longest recovery
- n/a
- Trough to prior peak
- Current spell
- 722 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
23 Sept 2024 – open
Trough 23 Mar 2026 · not recovered
-20.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
4
Vs category
0
Consistency
5
Risk-adjusted
0
Drawdown
50
Mean
12
Portfolio
31 Aug 2026 · 59 holdings · top 10 are 52.2%.
- Top 5
- 34.8%
- Top 10
- 52.2%
- Largest holding
- 8.8%
- Effective holdings
- 26.9
Bharti Airtel Ltd
Technology
8.8%
Zomato Ltd
Technology
7.9%
Mahindra & Mahindra Ltd
Consumer Discretionary
7.0%
Titan Company Ltd
Consumer Discretionary
6.5%
Maruti Suzuki India Ltd
Consumer Discretionary
4.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
WhiteOak Capital ESG Best-In-Class Strategy Fund
WhiteOak Capital Mutual Fund
- 1Y
- -5.5%
- 3Y
- n/a
- Vol
- 13.3%
- Max DD
- -17.2%
- Sharpe
- -0.26
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
HSBC Financial Services fund
HSBC Mutual Fund
- 1Y
- +10.1%
- 3Y
- n/a
- Vol
- 16.9%
- Max DD
- -14.8%
- Sharpe
- 0.68
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Nippon India Active Momentum Fund
Nippon India Mutual Fund
- 1Y
- +8.1%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER