Sushil Bajaj |
📅 Last Updated on: October 25, 2025
| Parameter | Details |
|---|---|
| Category | Equity |
| Sub-category | Equity – Diversified |
| Scheme Type | Open-ended |
| Fund Manager | Sumit Bhatnagar |
| Min Investment | ₹5,000 |
| Additional Investment | ₹500 |
| Open Date | Oct 31, 2025 |
| Close Date | Nov 14, 2025 |
| Exit Load | As applicable |
| NAV Calculation | Daily |
| Risk Level | Very High |
| Repurchase/Redemption | Allowed |
The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies following consumption theme. There is no assurance that the investment objective of the Scheme will be achieved.
The LIC MF Consumption Fund typically benchmarks against a relevant equity index like Nifty Consumption Index to evaluate performance.
Purpose of Benchmark:
Here are some compelling reasons:
India’s consumption sector is expanding due to urbanization, rising income levels, and lifestyle upgrades.
Increasing demand for premium and aspirational products creates opportunities for long-term growth.
Investments span multiple consumption-related sectors, reducing reliance on any single company or industry.
Managed by Sumit Bhatnagar, focusing on active selection of high-potential companies.
Suitable for investors seeking growth through equity exposure over the long term.
The fund invests 80–100% of assets in equities of companies in:
Allocation Flexibility: The fund manager may invest up to 20% outside core consumption areas to capture growth opportunities.
Expense Ratio: Check latest factsheet.
Exit Load: 0.25% if redeemed within 15 days; nil after 15 days.
Taxation:
🔗 How to Invest Online?
A: No, the fund is categorized as Very High Risk. It’s best suited for long-term investors willing to accept volatility.
A: Yes, the minimum initial investment is ₹5,000, with incremental investments of ₹500.
A: Exit loads may apply if redeemed within the specified period. Investors should check the latest fund documents.
A: The fund follows an active investment strategy and does not strictly track an index, providing flexibility to exploit market opportunities.
A: NAV is calculated daily, reflecting real-time valuation of fund assets.
A: The Fund manager for this fund is Sumit Bhatnagar.
A: Primarily in consumption-related sectors such as FMCG, retail, lifestyle, and leisure.
A: ₹5,000 for the initial investment, ₹500 for subsequent investments.
A: Yes, up to 20% of assets allocated outside the theme for diversification and growth opportunities.
A: At least 5–7 years to benefit from long-term capital appreciation.
The LIC MF Consumption Fund offers a strategic avenue for investors looking to capitalize on India’s consumption-driven growth. With professional management and a diversified consumption-focused portfolio, the fund is designed for long-term wealth creation.
Disclaimer
This article is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future returns. Before investing, you should consult a qualified financial advisor, consider your risk tolerance, investment horizon, and review the latest scheme documents, factsheet and disclosures from LIC Mutual Fund.
📅 Last Updated on: November 6, 2025 Bandhan Healthcare Fund is an open-ended equity scheme designed to capture the growth potential of India’s booming healthcare and pharmaceutical sectors. The fund aims to generate long-term capital appreciation by investing primarily in equity and equity-related instruments of companies engaged in Healthcare, Pharma, and Allied Services. It offers […]
📅 Last Updated on: November 5, 2025 The Old Bridge Arbitrage Fund is a newly launched open-ended scheme from Old Bridge Mutual Fund, designed to capture low-risk returns through arbitrage opportunities.If you’re someone who wants steady income with minimal equity market risk, this fund could be worth your attention. The scheme seeks to generate short-term […]
© Copyright 2025 - All Rights Reserved | Website developed by Behind Methods Co.
+91 931-5120-004
