SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

4 Best Performing FMCG Sector Funds 2025

Updated on August 28, 2025 , 97128 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Top 4 Best FMCG Mutual Funds to Invest FY 25 - 26

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 (%)2024 (%)
ICICI Prudential FMCG Fund Growth ₹479.53
↓ -4.00
₹2,0020.19.7-9.58.814.20.7
TATA India Consumer Fund Growth ₹44.9121
↑ 0.11
₹2,4824.815.9-1.517.820.126.7
Mirae Asset Great Consumer Fund Growth ₹95.017
↑ 0.07
₹4,4035.619.9-3.31821.117.2
Canara Robeco Consumer Trends Fund Growth ₹109.29
↓ -0.22
₹1,9121.114.9-3.516.120.620.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Aug 25

Research Highlights & Commentary of 4 Funds showcased

CommentaryICICI Prudential FMCG FundTATA India Consumer FundMirae Asset Great Consumer FundCanara Robeco Consumer Trends Fund
Point 1Lower mid AUM (₹2,002 Cr).Upper mid AUM (₹2,482 Cr).Highest AUM (₹4,403 Cr).Bottom quartile AUM (₹1,912 Cr).
Point 2Oldest track record among peers (26 yrs).Established history (9+ yrs).Established history (14+ yrs).Established history (15+ yrs).
Point 3Rating: 3★ (upper mid).Not Rated.Top rated.Rating: 3★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 14.18% (bottom quartile).5Y return: 20.13% (lower mid).5Y return: 21.09% (top quartile).5Y return: 20.60% (upper mid).
Point 63Y return: 8.75% (bottom quartile).3Y return: 17.77% (upper mid).3Y return: 18.05% (top quartile).3Y return: 16.09% (lower mid).
Point 71Y return: -9.48% (bottom quartile).1Y return: -1.50% (top quartile).1Y return: -3.31% (upper mid).1Y return: -3.52% (lower mid).
Point 8Alpha: -1.64 (lower mid).Alpha: 0.23 (upper mid).Alpha: -3.64 (bottom quartile).Alpha: 1.18 (top quartile).
Point 9Sharpe: -0.87 (bottom quartile).Sharpe: -0.19 (top quartile).Sharpe: -0.42 (lower mid).Sharpe: -0.32 (upper mid).
Point 10Information ratio: -0.60 (bottom quartile).Information ratio: 0.32 (upper mid).Information ratio: 0.20 (lower mid).Information ratio: 0.35 (top quartile).

ICICI Prudential FMCG Fund

  • Lower mid AUM (₹2,002 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 14.18% (bottom quartile).
  • 3Y return: 8.75% (bottom quartile).
  • 1Y return: -9.48% (bottom quartile).
  • Alpha: -1.64 (lower mid).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: -0.60 (bottom quartile).

TATA India Consumer Fund

  • Upper mid AUM (₹2,482 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.13% (lower mid).
  • 3Y return: 17.77% (upper mid).
  • 1Y return: -1.50% (top quartile).
  • Alpha: 0.23 (upper mid).
  • Sharpe: -0.19 (top quartile).
  • Information ratio: 0.32 (upper mid).

Mirae Asset Great Consumer Fund

  • Highest AUM (₹4,403 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 21.09% (top quartile).
  • 3Y return: 18.05% (top quartile).
  • 1Y return: -3.31% (upper mid).
  • Alpha: -3.64 (bottom quartile).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: 0.20 (lower mid).

Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,912 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.60% (upper mid).
  • 3Y return: 16.09% (lower mid).
  • 1Y return: -3.52% (lower mid).
  • Alpha: 1.18 (top quartile).
  • Sharpe: -0.32 (upper mid).
  • Information ratio: 0.35 (top quartile).

1. 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.

Research Highlights for ICICI Prudential FMCG Fund

  • Lower mid AUM (₹2,002 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 14.18% (bottom quartile).
  • 3Y return: 8.75% (bottom quartile).
  • 1Y return: -9.48% (bottom quartile).
  • Alpha: -1.64 (lower mid).
  • Sharpe: -0.87 (bottom quartile).
  • Information ratio: -0.60 (bottom quartile).
  • Higher exposure to Consumer Defensive vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding ITC Ltd (~30.7%).
  • Top-3 holdings concentration ~58.2%.

Below is the key information for ICICI Prudential FMCG Fund

ICICI Prudential FMCG Fund
Growth
Launch Date 31 Mar 99
NAV (28 Aug 25) ₹479.53 ↓ -4.00   (-0.83 %)
Net Assets (Cr) ₹2,002 on 31 Jul 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.17
Sharpe Ratio -0.87
Information Ratio -0.6
Alpha Ratio -1.64
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
31 Jul 20₹10,000
31 Jul 21₹12,310
31 Jul 22₹15,402
31 Jul 23₹18,742
31 Jul 24₹21,729
31 Jul 25₹20,024

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 ₹436,710.
Net Profit of ₹136,710
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 28 Aug 25

DurationReturns
1 Month 1.3%
3 Month 0.1%
6 Month 9.7%
1 Year -9.5%
3 Year 8.8%
5 Year 14.2%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 0.7%
2023 23.3%
2022 18.3%
2021 19.5%
2020 9.7%
2019 4.5%
2018 7.1%
2017 35.6%
2016 1%
2015 4.9%
Fund Manager information for ICICI Prudential FMCG Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 178.13 Yr.
Sharmila D’mello30 Jun 223.09 Yr.

Data below for ICICI Prudential FMCG Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Defensive90.29%
Health Care2.51%
Communication Services1.15%
Consumer Cyclical1.06%
Basic Materials0.6%
Asset Allocation
Asset ClassValue
Cash4.39%
Equity95.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
31%₹627 Cr15,053,972
↑ 524,254
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 16 | HINDUNILVR
18%₹359 Cr1,563,447
↑ 82,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Jul 22 | NESTLEIND
10%₹203 Cr823,027
↑ 115,900
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
6%₹117 Cr200,654
↑ 19,700
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Apr 24 | 500800
5%₹92 Cr837,895
↑ 163,400
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | 500096
4%₹86 Cr1,771,739
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | 532424
3%₹69 Cr589,698
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 19 | UBL
3%₹63 Cr323,182
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jul 24 | AMRUTANJAN
3%₹51 Cr713,715
Gillette India Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | GILLETTE
2%₹44 Cr40,672

2. 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.

Research Highlights for TATA India Consumer Fund

  • Upper mid AUM (₹2,482 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 20.13% (lower mid).
  • 3Y return: 17.77% (upper mid).
  • 1Y return: -1.50% (top quartile).
  • Alpha: 0.23 (upper mid).
  • Sharpe: -0.19 (top quartile).
  • Information ratio: 0.32 (upper mid).
  • Top sector: Consumer Cyclical.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding ITC Ltd (~8.9%).

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (29 Aug 25) ₹44.9121 ↑ 0.11   (0.25 %)
Net Assets (Cr) ₹2,482 on 31 Jul 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.02
Sharpe Ratio -0.19
Information Ratio 0.32
Alpha Ratio 0.23
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
31 Jul 20₹10,000
31 Jul 21₹14,522
31 Jul 22₹15,656
31 Jul 23₹18,752
31 Jul 24₹26,136
31 Jul 25₹26,526

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 ₹505,644.
Net Profit of ₹205,644
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 28 Aug 25

DurationReturns
1 Month 1%
3 Month 4.8%
6 Month 15.9%
1 Year -1.5%
3 Year 17.8%
5 Year 20.1%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.7%
2023 35.8%
2022 1%
2021 27.5%
2020 21%
2019 -2%
2018 -2.1%
2017 73.3%
2016 3.1%
2015
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 169.34 Yr.
Aditya Bagul3 Oct 231.83 Yr.

Data below for TATA India Consumer Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Cyclical34.51%
Consumer Defensive33.28%
Industrials14%
Financial Services7.64%
Technology3.13%
Basic Materials2.46%
Health Care2.01%
Real Estate0.21%
Asset Allocation
Asset ClassValue
Cash2.76%
Equity97.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
9%₹218 Cr5,229,000
↑ 180,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
7%₹177 Cr6,700,000
↑ 92,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
6%₹153 Cr586,500
↓ -20,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
5%₹133 Cr360,142
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 500251
5%₹118 Cr189,000
↑ 9,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500800
4%₹106 Cr961,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 May 25 | HDFCAMC
4%₹98 Cr189,000
↑ 28,000
Bikaji Foods International Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | BIKAJI
4%₹96 Cr1,297,150
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹79 Cr315,000
CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | 543333
3%₹77 Cr450,000
↑ 450,000

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

Research Highlights for Mirae Asset Great Consumer Fund

  • Highest AUM (₹4,403 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 21.09% (top quartile).
  • 3Y return: 18.05% (top quartile).
  • 1Y return: -3.31% (upper mid).
  • Alpha: -3.64 (bottom quartile).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: 0.20 (lower mid).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding Bharti Airtel Ltd (~7.5%).

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (29 Aug 25) ₹95.017 ↑ 0.07   (0.07 %)
Net Assets (Cr) ₹4,403 on 31 Jul 25
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.16
Sharpe Ratio -0.43
Information Ratio 0.2
Alpha Ratio -3.64
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
31 Jul 20₹10,000
31 Jul 21₹14,878
31 Jul 22₹16,811
31 Jul 23₹20,487
31 Jul 24₹28,495
31 Jul 25₹27,625

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 ₹518,033.
Net Profit of ₹218,033
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 28 Aug 25

DurationReturns
1 Month 2.8%
3 Month 5.6%
6 Month 19.9%
1 Year -3.3%
3 Year 18%
5 Year 21.1%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.2%
2023 32.9%
2022 7.2%
2021 33%
2020 11.2%
2019 8.6%
2018 1.9%
2017 51%
2016 2%
2015 3.8%
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Siddhant Chhabria21 Jun 214.11 Yr.

Data below for Mirae Asset Great Consumer Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Cyclical51.06%
Consumer Defensive24.49%
Communication Services7.52%
Basic Materials5.93%
Industrials5.51%
Health Care3.6%
Asset Allocation
Asset ClassValue
Cash1.89%
Equity98.11%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
8%₹330 Cr1,641,265
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
7%₹313 Cr7,525,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
6%₹280 Cr880,648
↓ -30,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
6%₹256 Cr9,700,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
5%₹236 Cr190,000
↑ 17,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 500251
5%₹235 Cr378,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 23 | 540376
4%₹171 Cr390,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 23 | INDIGO
3%₹145 Cr243,123
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
3%₹140 Cr611,972
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT
3%₹135 Cr238,196
↑ 63,725

(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.

Research Highlights for Canara Robeco Consumer Trends Fund

  • Bottom quartile AUM (₹1,912 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 20.60% (upper mid).
  • 3Y return: 16.09% (lower mid).
  • 1Y return: -3.52% (lower mid).
  • Alpha: 1.18 (top quartile).
  • Sharpe: -0.32 (upper mid).
  • Information ratio: 0.35 (top quartile).
  • Top sector: Consumer Cyclical.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding HDFC Bank Ltd (~6.2%).

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (29 Aug 25) ₹109.29 ↓ -0.22   (-0.20 %)
Net Assets (Cr) ₹1,912 on 31 Jul 25
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.32
Information Ratio 0.35
Alpha Ratio 1.18
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
31 Jul 20₹10,000
31 Jul 21₹14,991
31 Jul 22₹16,709
31 Jul 23₹19,557
31 Jul 24₹27,059
31 Jul 25₹27,120

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 ₹505,644.
Net Profit of ₹205,644
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 28 Aug 25

DurationReturns
1 Month -0.8%
3 Month 1.1%
6 Month 14.9%
1 Year -3.5%
3 Year 16.1%
5 Year 20.6%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.3%
2023 26.4%
2022 6.1%
2021 30.2%
2020 20.5%
2019 12.8%
2018 2%
2017 41%
2016 3.4%
2015 1.8%
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 195.84 Yr.
Ennette Fernandes1 Oct 213.83 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Cyclical33.53%
Financial Services32.71%
Consumer Defensive15.06%
Communication Services6.05%
Industrials4.89%
Health Care1.79%
Technology0.7%
Asset Allocation
Asset ClassValue
Cash5.27%
Equity94.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
6%₹119 Cr597,000
↑ 85,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL
5%₹101 Cr503,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
5%₹90 Cr960,000
↑ 768,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
4%₹79 Cr3,000,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC
4%₹76 Cr1,825,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI
3%₹65 Cr52,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532174
3%₹64 Cr445,000
↓ -57,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 500251
3%₹56 Cr90,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO
3%₹53 Cr88,500
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Oct 23 | CHOLAHLDNG
3%₹52 Cr240,200

How to Invest in FMCG Funds?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
Rated 4.4, based on 22 reviews.
POST A COMMENT

Subhendu Das, posted on 17 May 21 12:26 AM

Informative and good explanations

1 - 2 of 2