Sundaram Consumption Fund – Direct (IDCW)

Equity · Sectoral / Thematic
 · ★★★★★
100
Min SIP
100
Min Lumpsum
1.36 %
Expense Ratio
★★★★★
Rating
1,363
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 34.2% 18.7% 16.7% 15.4%
Category Average 38.6% 20.4% 17.5% -

Scheme Allocation

By Holding
By Sector
By Asset
ITC
7.93%
Others
64.14%
View all Holdings
Holdings Sector Instrument Asset
ITC Tobacco Products Equity 7.93%
Bharti Airtel Telecomm-Service Equity 7.74%
Hind. Unilever FMCG Equity 6.95%
Titan Company Diamond, Gems and Jewellery Equity 6.92%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 6.31%
M & M Automobile Equity 4.94%
Maruti Suzuki Automobile Equity 4.76%
United Spirits Alcoholic Beverages Equity 4%
Safari Inds. Plastic products Equity 3.67%
Apollo Hospitals Healthcare Equity 3.17%
Nestle India FMCG Equity 3.11%
Asian Paints Paints/Varnish Equity 2.63%
Bajaj Holdings Finance Equity 2.58%
Emami FMCG Equity 2.26%
Varun Beverages FMCG Equity 2.23%
Info Edg.(India) E-Commerce/App based Aggregator Equity 2.06%
Avenue Super. Retail Equity 2.05%
Brigade Enterpr. Realty Equity 1.97%
Britannia Inds. FMCG Equity 1.97%
Electronics Mart Retail Equity 1.95%
Westlife Food Quick Service Restaurant Equity 1.8%
Greenpanel Inds. Plywood Boards/Laminates Equity 1.63%
Devyani Intl. Quick Service Restaurant Equity 1.5%
Page Industries Readymade Garments/ Apparells Equity 1.5%
Bajaj Auto Automobile Equity 1.46%
Butterfly Gan Ap Consumer Durables Equity 1.26%
Hatsun Agro FMCG Equity 1.25%
Sheela Foam Miscellaneous Equity 1.25%
SJS Enterprises Auto Ancillaries Equity 1.1%
United Breweries Alcoholic Beverages Equity 1.1%
Bata India Leather Equity 0.99%
Eureka Forbes Consumer Durables Equity 0.72%
PVR Inox Entertainment Equity 0.41%
V-Mart Retail Retail Equity 0.4%
Chalet Hotels Hotels & Restaurants Equity 0.14%
Doms Industries Printing & Stationery Equity 0.09%
Consumer Durables
25.39%
Diversified FMCG
14.88%
Automobiles
11.16%
Telecom-Services
7.74%
Beverages
7.33%
Others
33.5%
View all Sectors
Sectors Asset
Consumer Durables 25.39%
Diversified FMCG 14.88%
Automobiles 11.16%
Telecom-Services 7.74%
Beverages 7.33%
Retailing 6.46%
Food Products 6.32%
Debt 4.45%
Leisure Services 3.44%
Healthcare Services 3.17%
Finance 2.58%
Personal Products 2.26%
Realty 1.97%
Textiles & Apparels 1.5%
Auto Components 1.1%
Entertainment 0.41%
Household Products 0.09%
Cash & Others -0.26%
Equity
95.81%
Reverse Repos
4.45%
Net Curr Ass/Net Receivables
-0.26%

Advance Ratio

3.49
Alpha
3.5
SD
0.78
Beta
1.07
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India

Fund Managers

Ratish Varier

Mr Ratish B Varier, B.Com, MBA (Finance), joined Sundaram MF in November 2018. He has also completed PG in Investment Analysis as Certified Portfolio Manager. Mr Varier has an experience of over fifteen (15) years in equity fund management. Before joining Sundaram MF, he served Mahindra Asset Management as the fund manager for multi-cap, mid-cap, etc. Some funds managed by him at Sundaram MF include Sundaram Mid Cap Fund, Sundaram Multi Cap Fund, Sundaram Rural & Consumption Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Consumption Fund – Direct (IDCW) ?

You can invest in Sundaram Consumption Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Consumption Fund – Direct (IDCW) in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Consumption Fund – Direct (IDCW) ?

The NAV of Sundaram Consumption Fund – Direct (IDCW) is ₹29.3 as of 22 February 2024.

How to redeem Sundaram Consumption Fund – Direct (IDCW) holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Consumption Fund – Direct (IDCW)?

The minimum SIP amount of Sundaram Consumption Fund – Direct (IDCW) is ₹100

What are the top sectors Sundaram Consumption Fund – Direct (IDCW) has invested in?

The top sectors Sundaram Consumption Fund – Direct (IDCW) has invested in are
  1. Consumer Durables - 25.39%
  2. Diversified FMCG - 14.88%
  3. Automobiles - 11.16%
  4. Telecom-Services - 7.74%
  5. Beverages - 7.33%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Consumption Fund – Direct (IDCW)?

Yes, You can select both SIP or Lumpsum investment of Sundaram Consumption Fund – Direct (IDCW) based on your investment objective and risk tolerance.

How much returns have Sundaram Consumption Fund – Direct (IDCW) generated ?

The Sundaram Consumption Fund – Direct (IDCW) has delivered 15.4% since inception

What is the expense ratio of Sundaram Consumption Fund – Direct (IDCW) ?

The expense ratio of Sundaram Consumption Fund – Direct (IDCW) is 1.36 % as of 22 February 2024.

What is the AUM of Sundaram Consumption Fund – Direct (IDCW)?

The AUM of Sundaram Consumption Fund – Direct (IDCW) is ₹49,195 Cr as of 22 February 2024

What are the top stock holdings of Sundaram Consumption Fund – Direct (IDCW)?

The top stock holdings of Sundaram Consumption Fund – Direct (IDCW) are
  1. ITC - 7.93%
  2. Bharti Airtel - 7.74%
  3. Hind. Unilever - 6.95%
  4. Titan Company - 6.92%
  5. Kalyan Jewellers - 6.31%

How can I redeem my investments in Sundaram Consumption Fund – Direct (IDCW)?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Consumption Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Invest Now