Compare Mutual Funds

Insights from Fund Comparison

• Both Invesco India Infrastructure Fund (IDCW) and AXIS Consumption Fund - Direct (IDCW) are Sectoral / Thematic, Equity schemes. Invesco India Infrastructure Fund (IDCW) is 18 yrs 6 m old and manages ₹1,369.78 Crs, whereas AXIS Consumption Fund - Direct (IDCW) is 1 yrs 7 m old with ₹3,091.55 Crs.
• Invesco India Infrastructure Fund (IDCW) is older, but AXIS Consumption Fund - Direct (IDCW) is larger — suggesting that while Invesco India Infrastructure Fund (IDCW) has more experience, AXIS Consumption Fund - Direct (IDCW) may be attracting recent investor interest.
• Invesco India Infrastructure Fund (IDCW) has its top 3 sectors in Capital Goods - Electrical Equipment (18.30%), Infrastructure Developers & Operators (12.58%), and Aerospace & Defence (8.38%), while AXIS Consumption Fund - Direct (IDCW) focuses on Automobile (21.48%), FMCG (17.06%), and Telecom-Service (10.19%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Invesco India Infrastructure Fund (IDCW) holds Honeywell Automation India Limited (7.45%), Larsen & Toubro Limited (6.39%), Hitachi Energy India Limited (4.76%), Schneider Electric Infrastructure Limited (4.07%), and ABB India Limited (4.05%), whereas AXIS Consumption Fund - Direct (IDCW) holds Bharti Airtel Limited (9.56%), Mahindra & Mahindra Limited (7.63%), Titan Company Limited (5.92%), Hindustan Unilever Limited (5.57%), and Eternal Limited (5.30%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Invesco India Infrastructure Fund (IDCW) has 95.15% equity and 0.00% debt, while AXIS Consumption Fund - Direct (IDCW) has 98.10% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Invesco India Infrastructure Fund (IDCW) outperformed AXIS Consumption Fund - Direct (IDCW) in 3 Months, 1 Year (returns: -6.80%, 1.85% ) but underperformed in 6 Months, 3 Years, 5 Years (returns: -11.08%, 20.06%, 19.38%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.