Sundaram Consumption Fund – Direct Growth
100
Min SIP
100
Min Lumpsum
1.36 %
Expense Ratio
Rating
1,277
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--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.6% | 23.4% | 13.1% | 15.1% | ||||
| Category Average | 5.7% | 21.5% | 13.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
5.56
Alpha
3.91
SD
0.84
Beta
1.57
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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 primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.
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
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,986
-
33.6%Fund Size - 2,986
-
45.6%Fund Size - 2,986
-
21.1%Fund Size - 2,986
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- Equity .
- Sectoral / Thematic .
-
- 1,506
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31.3%Fund Size - 1,506
-
41.1%Fund Size - 1,506
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19.3%Fund Size - 1,506
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- Equity .
- Sectoral / Thematic .
-
- 116
-
24.9%Fund Size - 116
-
35.4%Fund Size - 116
-
18.7%Fund Size - 116
-
- Equity .
- Sectoral / Thematic .
-
- 1,177
-
26.6%Fund Size - 1,177
-
29.5%Fund Size - 1,177
-
16.9%Fund Size - 1,177
-
- Equity .
- Sectoral / Thematic .
-
- 6,740
-
14%Fund Size - 6,740
-
27.9%Fund Size - 6,740
-
12.8%Fund Size - 6,740
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Consumption Fund – Direct Growth ?
You can invest in Sundaram Consumption Fund – Direct Growth 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 Growth 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 Growth ?
The NAV of Sundaram Consumption Fund – Direct Growth is ₹79 as of 22 September 2023.
How to redeem Sundaram Consumption Fund – Direct Growth 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 Growth?
The minimum SIP amount of Sundaram Consumption Fund – Direct Growth is ₹100
What are the top sectors Sundaram Consumption Fund – Direct Growth has invested in?
The top sectors Sundaram Consumption Fund – Direct Growth has invested in are
- Consumer Durables - 23.56%
- Diversified FMCG - 15.56%
- Automobiles - 10.73%
- Retailing - 7.95%
- Beverages - 7.18%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Consumption Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Consumption Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Consumption Fund – Direct Growth generated ?
The Sundaram Consumption Fund – Direct Growth has delivered 15.1% since inception
What is the expense ratio of Sundaram Consumption Fund – Direct Growth ?
The expense ratio of Sundaram Consumption Fund – Direct Growth is 1.36 % as of 22 September 2023.
What is the AUM of Sundaram Consumption Fund – Direct Growth?
The AUM of Sundaram Consumption Fund – Direct Growth is ₹45,611 Cr as of 22 September 2023
What are the top stock holdings of Sundaram Consumption Fund – Direct Growth?
The top stock holdings of Sundaram Consumption Fund – Direct Growth are
- Hind. Unilever - 7.29%
- ITC - 7.24%
- Kalyan Jewellers - 6.79%
- Titan Company - 6.21%
- Bharti Airtel - 6.05%
How can I redeem my investments in Sundaram Consumption Fund – Direct Growth?
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 Growth 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 Growth in Scheme, enter the redemption amount, and click on submit button.