Sundaram Consumption Fund – Direct (IDCW)
₹ 100
Min SIP
₹ 100
Min Lumpsum
1.26 %
Expense Ratio
Rating
1,365
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 33.4% | 20.7% | 16.8% | 15.4% | ||||
| Category Average | 36.8% | 21.9% | 18.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
1.19
Alpha
3.47
SD
0.79
Beta
0.95
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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. |
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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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 5,186
-
60.8%Fund Size - 5,186
-
38.8%Fund Size - 5,186
-
28.8%Fund Size - 5,186
-
- Equity .
- Sectoral / Thematic .
-
- 2,191
-
71.6%Fund Size - 2,191
-
36.8%Fund Size - 2,191
-
26.8%Fund Size - 2,191
-
- Equity .
- Sectoral / Thematic .
-
- 225
-
65.8%Fund Size - 225
-
34%Fund Size - 225
-
25.3%Fund Size - 225
-
- Equity .
- Sectoral / Thematic .
-
- 2,950
-
70.8%Fund Size - 2,950
-
29.3%Fund Size - 2,950
-
25.5%Fund Size - 2,950
-
- Equity .
- Sectoral / Thematic .
-
- 1,453
-
14.7%Fund Size - 1,453
-
20.1%Fund Size - 1,453
-
15.5%Fund Size - 1,453
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
More Funds from Sundaram Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 116
-
27.6%Fund Size - 116
-
36.2%Fund Size - 116
-
18.9%Fund Size - 116
-
- Equity .
- Small Cap .
-
- 45
-
51.8%Fund Size - 45
-
25.2%Fund Size - 45
-
23%Fund Size - 45
-
- Equity .
- Small Cap .
-
- 159
-
51.8%Fund Size - 159
-
25.2%Fund Size - 159
-
23%Fund Size - 159
-
- Equity .
- Small Cap .
-
- 136
-
27.6%Fund Size - 136
-
36.2%Fund Size - 136
-
18.9%Fund Size - 136
-
- Equity .
- Small Cap .
-
- 212
-
27.6%Fund Size - 212
-
36.2%Fund Size - 212
-
18.9%Fund Size - 212
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
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Multi Cap
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ELSS
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Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
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debt
Ultra Short Duration
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Overnight
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Floater
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hybrid
Arbitrage
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Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
36.8%Fund Size - 1,863
-
19.9%Fund Size - 1,863
-
19.7%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
27.6%Fund Size - 12,577
-
16.3%Fund Size - 12,577
-
19.2%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
37.7%Fund Size - 24,378
-
24.9%Fund Size - 24,378
-
19.2%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
36.3%Fund Size - 53,505
-
21%Fund Size - 53,505
-
19.1%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 828
-
30.9%Fund Size - 828
-
18.8%Fund Size - 828
-
18.6%Fund Size - 828
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 ₹30.1 as of 10 May 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
- Consumer Durables - 25.93%
- Diversified FMCG - 16%
- Automobiles - 11.36%
- Telecom-Services - 8.13%
- Beverages - 7.59%
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 1.26 % as of 10 May 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 10 May 2024
What are the top stock holdings of Sundaram Consumption Fund – Direct (IDCW)?
The top stock holdings of Sundaram Consumption Fund – Direct (IDCW) are
- Bharti Airtel - 9.35%
- ITC - 9.32%
- Kalyan Jewellers - 7.27%
- Titan Company - 6.56%
- Hind. Unilever - 6.51%
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.
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.