Aditya Birla SL Consumption Fund
The scheme aims to invest in equity/ equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next).
Growthvine rating: 4/5 — ranked #36 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹188.77 (as of 2026-10-23) |
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| AUM | ₹5,697 Cr |
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| Expense ratio | 1.58% |
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| Riskometer | Very High |
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| Fund manager | Chanchal Khandelwal |
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| Exit load | 1% for redemption within 30 days |
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Performance & risk
| 5-year annualised return | 7.27% |
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| Sharpe ratio | 0.12 |
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| Standard deviation | 16.01% |
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| Max drawdown | −57.72% |
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| Alpha | -2.21 |
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| Beta | 0.97 |
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Over 5 years, captured 86.6% of NIFTY India Consumption's upside and 98.0% of its downside.
Market cap allocation
| Large cap | 66.1% |
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| Mid cap | 19.8% |
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| Small cap | 14.1% |
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Concentration
| Top 5 holdings | 24.5% |
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| Top 10 holdings | 39.3% |
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| Total holdings | 64 |
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Top holdings
- Eternal Limited — 7.3%
- Bharti Airtel Ltd. — 5.3%
- Mahindra & Mahindra Ltd. — 4.4%
- TVS Motor Company Ltd. — 3.9%
- ICICI Bank Ltd. — 3.6%
- Maruti Suzuki India Ltd. — 3.2%
- ITC Ltd — 3.0%
- Titan Company Limited — 2.9%
- Trent Ltd [Lakme Ltd] — 2.8%
- Hindustan Unilever Ltd. — 2.8%
Top sectors
- Retail — 25.3%
- Automobile — 14.1%
- Food Beverage & Tobacco — 12.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −13.9% | Q4 (Bottom) | #161 of 167 |
| 2025 | 4.3% | Q2 | #62 of 132 |
| 2024 | 17.5% | Q3 | #59 of 86 |
| 2023 | 25.2% | Q3 | #50 of 66 |
| 2022 | 5.1% | Q2 | #25 of 55 |