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4 Best Performing FMCG Sector Funds 2023 | Fincash

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4 Best Performing FMCG Sector Funds 2023

Updated on March 27, 2023 , 81704 views

The FMCG sector funds are a type of Mutual Funds that invest in companies involved in consumer goods. FMCG is an abbreviation of Fast Moving Customer Goods which is diversified into many products that are used by customers on daily Basis.

The FMCG marketplace is huge and includes many leading companies like ITC, Hindustan Unilever Limited, Dabur, Colgate Palmolive, Britania, Gillete, Marico, Nestle, Emami, Godrej Consumer etc.

FMCG

Investors who want to invest in this fund should stay invested for a long time, as they tend to fetch good returns in the long-run. Investors can choose best FMCG sector funds from the below-listed top performers.

Potential of FMCG Sector in India

Fast Moving Consumer Goods (FMCG) is the 4th largest sector in the Indian Economy. There are three main segments in the sector – food & beverages, which accounts for 19 percent of the sector, healthcare of about 31 percent and household & personal care accounts for the remaining 50 percent of the sector.

The FMCG Market in India is expected to increase at a CAGR of 14.9% to reach US$ 220 billion by 2025, from US$ 110 billion in 2020.

The future of the FMCG market in India looks very promising, and it is expected to continue growing in the coming years. The following are some of the factors that will shape the future of the FMCG market in India:

  • Increasing rural consumption: With rising incomes and increasing penetration of modern retail, rural consumers are expected to play a more significant role in driving the growth of the FMCG market in India

  • Growing e-commerce: The growth of e-commerce in India is expected to provide FMCG companies with a new channel for reaching consumers and selling their products

  • Premiumisation: As consumers become more health-conscious and willing to spend more on premium products, the demand for high-quality, premium FMCG products is expected to grow

  • Increased focus on sustainability: FMCG companies are expected to increasingly focus on sustainability, as consumers become more environmentally conscious and look for products that are made in an environmentally friendly way

  • New product innovations: FMCG companies are expected to continue to innovate and bring new and innovative products to the market, as they look to tap into the growing demand for consumer goods in India

Overall, the future of the FMCG market in India looks very positive, and FMCG companies operating in the country are well-positioned to capitalise on the growing demand for consumer goods.

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Top 4 Best FMCG Mutual Funds to Invest FY 23 - 24

When it comes to Investing in the FMCG sector fund, investors should be cautious, especially newbies. It is a sector-specific fund, therefore it carries a high-risk. However, a small portion of this fund may be good for Portfolio diversification. To make good profits in this fund, one should stay invested for a long-term. As India is young growing country, this theme has a bright future.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
TATA India Consumer Fund Growth ₹25.945
↑ 0.28
₹1,347-3.6-6.92.622.28.91
ICICI Prudential FMCG Fund Growth ₹388.58
↑ 3.02
₹1,1560.93.120.224.512.418.3
Mirae Asset Great Consumer Fund Growth ₹56.264
↑ 0.61
₹1,989-4.9-4.67.326.712.17.2
Canara Robeco Consumer Trends Fund Growth ₹66.86
↑ 0.62
₹935-5.7-4.95.52613.66.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23

1. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA India Consumer Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Return for 2022 was 1% , 2021 was 27.5% and 2020 was 21% .

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (29 Mar 23) ₹25.945 ↑ 0.28   (1.10 %)
Net Assets (Cr) ₹1,347 on 28 Feb 23
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.01
Information Ratio -0.11
Alpha Ratio -1.6
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,796
29 Feb 20₹10,283
28 Feb 21₹12,358
28 Feb 22₹14,653
28 Feb 23₹15,292

TATA India Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for TATA India Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23

DurationReturns
1 Month -0.6%
3 Month -3.6%
6 Month -6.9%
1 Year 2.6%
3 Year 22.2%
5 Year 8.9%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1%
2021 27.5%
2020 21%
2019 -2%
2018 -2.1%
2017 73.3%
2016 3.1%
2015
2014
2013
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 166.92 Yr.

Data below for TATA India Consumer Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Defensive38.85%
Consumer Cyclical30.75%
Industrials15.88%
Basic Materials5.05%
Communication Services2.03%
Technology0.99%
Asset Allocation
Asset ClassValue
Cash6.44%
Equity93.55%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
12%₹158 Cr4,185,000
↑ 30,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
6%₹86 Cr45,800
↑ 3,500
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
6%₹85 Cr730,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
6%₹81 Cr340,000
↑ 62,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | JUBLFOOD
6%₹75 Cr1,711,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 500251
5%₹72 Cr560,000
Havells India Ltd (Industrials)
Equity, Since 31 Jan 21 | 517354
5%₹64 Cr532,000
Metro Brands Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 543426
4%₹54 Cr659,470
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500800
4%₹52 Cr720,000
Asian Paints Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 500820
4%₹51 Cr180,164

2. ICICI Prudential FMCG Fund

To generate long term capital appreciation through investments made primarily in Fast Moving Consumer Goods sector that are fundamentally strong and have established brands.

ICICI Prudential FMCG Fund is a Equity - Sectoral fund was launched on 31 Mar 99. It is a fund with High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 21 in Sectoral category.  Return for 2022 was 18.3% , 2021 was 19.5% and 2020 was 9.7% .

Below is the key information for ICICI Prudential FMCG Fund

ICICI Prudential FMCG Fund
Growth
Launch Date 31 Mar 99
NAV (29 Mar 23) ₹388.58 ↑ 3.02   (0.78 %)
Net Assets (Cr) ₹1,156 on 28 Feb 23
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 1.34
Information Ratio -0.09
Alpha Ratio -1.28
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹10,568
29 Feb 20₹11,101
28 Feb 21₹12,209
28 Feb 22₹14,665
28 Feb 23₹17,797

ICICI Prudential FMCG Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for ICICI Prudential FMCG Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23

DurationReturns
1 Month 0.6%
3 Month 0.9%
6 Month 3.1%
1 Year 20.2%
3 Year 24.5%
5 Year 12.4%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 18.3%
2021 19.5%
2020 9.7%
2019 4.5%
2018 7.1%
2017 35.6%
2016 1%
2015 4.9%
2014 32.5%
2013 9.3%
Fund Manager information for ICICI Prudential FMCG Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 175.71 Yr.
Sharmila D’mello30 Jun 220.67 Yr.

Data below for ICICI Prudential FMCG Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Defensive87.66%
Consumer Cyclical7.51%
Communication Services1.25%
Asset Allocation
Asset ClassValue
Cash3.59%
Equity96.38%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
31%₹354 Cr9,401,577
↓ -612,468
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 16 | HINDUNILVR
17%₹191 Cr776,225
↓ -36,913
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | NESTLEIND
6%₹70 Cr37,597
↓ -5,379
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | 500096
4%₹49 Cr923,453
↓ -231,465
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | PGHH
4%₹41 Cr29,487
↓ -65
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | GILLETTE
3%₹37 Cr78,814
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | 540376
3%₹32 Cr93,645
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | ZYDUSWELL
3%₹31 Cr216,797
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Jan 21 | 532926
3%₹29 Cr1,525,983
↓ -24,992
Altria Group Inc (Consumer Defensive)
Equity, Since 31 Oct 21 | MO
2%₹25 Cr63,900

3. Mirae Asset Great Consumer Fund

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns

Mirae Asset Great Consumer Fund is a Equity - Sectoral fund was launched on 29 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 7 in Sectoral category.  Return for 2022 was 7.2% , 2021 was 33% and 2020 was 11.2% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (29 Mar 23) ₹56.264 ↑ 0.61   (1.09 %)
Net Assets (Cr) ₹1,989 on 28 Feb 23
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.92
Sharpe Ratio 0.25
Information Ratio 0.1
Alpha Ratio 2.13
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹10,089
29 Feb 20₹11,201
28 Feb 21₹13,448
28 Feb 22₹15,986
28 Feb 23₹17,331

Mirae Asset Great Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23

DurationReturns
1 Month -0.1%
3 Month -4.9%
6 Month -4.6%
1 Year 7.3%
3 Year 26.7%
5 Year 12.1%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.2%
2021 33%
2020 11.2%
2019 8.6%
2018 1.9%
2017 51%
2016 2%
2015 3.8%
2014 42.7%
2013 9.9%
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Ankit Jain5 Oct 166.4 Yr.
Siddhant Chhabria30 Sep 211.41 Yr.

Data below for Mirae Asset Great Consumer Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Cyclical34.14%
Consumer Defensive33.28%
Financial Services10.77%
Basic Materials6.92%
Industrials5.58%
Communication Services4.96%
Health Care3.95%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
9%₹177 Cr4,700,000
↑ 100,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
6%₹118 Cr480,000
↑ 35,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
5%₹108 Cr125,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
5%₹106 Cr445,000
↑ 85,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
5%₹99 Cr1,330,000
↑ 100,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500825
4%₹83 Cr185,000
↓ -10,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 532343
4%₹81 Cr750,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
4%₹80 Cr500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
4%₹79 Cr930,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | MCDOWELL-N
4%₹77 Cr1,040,000

(Erstwhile Canara Robeco F.O.R.C.E Fund)

The objective of the Fund is to provide long - term capital appreciation by primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 16 in Sectoral category.  Return for 2022 was 6.1% , 2021 was 30.2% and 2020 was 20.5% .

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (29 Mar 23) ₹66.86 ↑ 0.62   (0.94 %)
Net Assets (Cr) ₹935 on 28 Feb 23
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 0.13
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹10,237
29 Feb 20₹12,004
28 Feb 21₹15,521
28 Feb 22₹17,661
28 Feb 23₹18,811

Canara Robeco Consumer Trends Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Canara Robeco Consumer Trends Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23

DurationReturns
1 Month -1.1%
3 Month -5.7%
6 Month -4.9%
1 Year 5.5%
3 Year 26%
5 Year 13.6%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.1%
2021 30.2%
2020 20.5%
2019 12.8%
2018 2%
2017 41%
2016 3.4%
2015 1.8%
2014 56.3%
2013 -2.3%
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 193.41 Yr.
Ennette Fernandes1 Oct 211.41 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services29.57%
Consumer Defensive24.99%
Consumer Cyclical23.77%
Industrials9.33%
Health Care3.72%
Communication Services2.9%
Basic Materials0.99%
Asset Allocation
Asset ClassValue
Cash4.74%
Equity95.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
6%₹60 Cr1,600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹50 Cr587,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | HINDUNILVR
5%₹48 Cr195,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
4%₹41 Cr257,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
4%₹38 Cr446,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹35 Cr672,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TITAN
3%₹32 Cr135,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 532424
3%₹30 Cr330,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
3%₹27 Cr365,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
3%₹25 Cr28,500

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FAQs

1. What is the full form of FMCG?

A: The full form of FMCG is Fast Moving Consumer Goods. These goods are usually consumer goods with short shelf life like soft drinks, dairy products, frozen goods, and medicines.

2. What is a sector fund?

A: Sector funds are similar to mutual funds or investment funds, but these belong to only a single industrial sector.

3. Is it beneficial to invest in the FMCG sector fund?

A: Although the FMCG sector fund is often considered a high-risk investment, it can prove beneficial to invest in the FMCG sector fund. The FMCG sector fund produces good returns as these companies usually record an excellent profit margin. Even if you are not looking to trade in the FMCG sector fund, it generally produces good dividends.

4. What is CAGR?

A: The full form of CAGR is the Compounded Annual Growth Rate. By evaluating the CAGR, you can quickly evaluate the best investment portfolios and identify the Best Sector Funds for investment.

5. Why is CAGR important in FMCG funds?

A: The CAGR will help you evaluate the FMCG Industry's performance, which is necessary when planning to diversify your portfolio of a sector fund. If the CAGR of the FMCG is 17% and above, then you can consider this as robust returns, and it is suitable for investment.

6. What is long term capital appreciation?

A: Long term Capital appreciation is the rise in stocks price when held for a more extended period. If you are investing in a particular sector fund, it is essential to evaluate its long-term capital appreciation. Preferably the price of the stocks should rise in five years, and you can earn good returns.

7. Are there additional risks in sector funds?

A: The sector funds are considered riskier than mutual funds as there is no chance of moving away from the particular sector if it stops performing. Usually, the minimum time for investment in a sector fund to mature is three years, and if the stock stops performing, you cannot move away from the particular sector.

Sector funds are usually more volatile than diversified Equity Funds, wherein you can invest in stocks of different sectors. Since you will be investing only in a single sector, you will have no option but to stay with your particular industrial sector choice.

8. Why should I invest in sector funds?

A: Despite the risks involved, sector funds have been known to produce excellent returns. However, you will have to wait for 3-5 years for your investment to produce the desired results.

9. Are returns greater in these funds?

A: The returns of sector funds depend on the risk that you are prepared to take. Usually, the returns are higher in sector funds, especially if the particular sector starts performing better than expected. It is always a good idea to diversify your investment portfolio with some sector funds.

10. Why are risks more significant in FMCG sector funds?

A: The FMCG market is quite unpredictable, which makes investment in the FMCG sector riskier. Moreover, not all companies in this sector can perform equally well. Hence, it is better to diversify one's portfolio of investments. As the funds are entirely dependent on the consumer, predicting the market's outcome with absolute certainty is quite challenging.

11. How does consumption reflect on FMCG funds?

A: If the consumption increases, it is likely to improve the companies' profit margin in this sector. Subsequently, as the CAGR will increase, it will improve the returns on investment. Thus, increased consumption will reflect positively on the FMCG sector funds.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Subhendu Das, posted on 17 May 21 12:26 AM

Informative and good explanations

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