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Nippon India Consumption Fund - Direct Plan Growth Plan - Bonus is an equity scheme managed by Nippon India Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 23.02%, with the bottom and top quartiles at 17.94% and 26.68% respectively. It has ranked in the top half of its category for 1 of the last 2 reported years. The total expense ratio is 1.09% on assets of ₹2,443Cr. The fund is currently managed by Kinjal Desai, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 92% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 7.41% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 6.62% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.95% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 4.54% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 4.20% |
| Varun Beverages Ltd | Consumer Defensive | 3.81% |
| TRENT LIMITED | Consumer Cyclical | 3.50% |
| ITC LIMITED | Consumer Defensive | 3.27% |
| ASIAN PAINTS LIMITED | Basic Materials | 3.22% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 3.08% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.58% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 2.55% |
| GODREJ CONSUMER PRODUCTS LIMITED | Consumer Defensive | 2.52% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 2.50% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 2.18% |
| UNITED BREWERIES LIMITED | Consumer Defensive | 2.14% |
| AVENUE SUPERMARTS LIMITED | Consumer Defensive | 2.08% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 2.06% |
| BLUESTONE JEWELLERY AND LIFESTYLE PRIVATE LIMITED | Consumer Cyclical | 1.94% |
| Sapphire Foods India Limited | Consumer Cyclical | 1.81% |
| PB FINTECH LIMITED | Financial Services | 1.72% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 1.55% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 1.43% |
| UNITED SPIRITS LIMITED | Consumer Defensive | 1.35% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 1.29% |
| Sector | Holdings | Weight |
|---|---|---|
| Fast Moving Consumer Goods | — | 32.22% |
| Consumer Services | — | 20.37% |
| Automobile and Auto Components | — | 19.66% |
| Consumer Durables | — | 13.03% |
| Telecommunication | — | 4.95% |
| Services | — | 2.58% |
| Financial Services | 1 | 1.72% |
| Textiles | — | 1.55% |
| Chemicals | — | 0.87% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -8.32% | 9.05% | 18.75% | 36.03% | 72.75% | 90.3% |
| 3Y | 11.80% | 17.94% | 23.02% | 26.68% | 31.73% | 100.0% |
| 5Y | 14.48% | 17.23% | 22.37% | 25.04% | 27.32% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 44.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.