Sundaram Consumption Fund

Equity | Sectoral / Thematic Mutual Funds
 | 1
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹100.0 ₹100.0 1.26 % 1★ ₹1,250.0 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹100.0 ₹100.0 1.26 %
Min SIP Min Lumpsum Expense Ratio
1★ ₹1,250.0 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 12.9% 15.4% 8.9% 14.7%
Category Average 11.7% 16.9% 11.1% -

Scheme Allocation

Holding
Sector
Asset
Hind. Unilever
9.57%
TREPS
8.56%
Titan Company
6.49%
Maruti Suzuki
5.16%
ITC
5.08%
Others
65.15%
Consumer Durables
20.44%
Automobiles
10.95%
Beverages
8.71%
Debt
8.56%
Retailing
5.53%
Others
45.82%
Equity
89.88%
Reverse Repos
8.56%
Net Curr Ass/Net Receivables
1.56%

Fund House Details

Sundaram Mutual Fund

Sundaram Consumption Fund

Fund Manager
Ratish Varier

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Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

Advance Ratio

0.03 1.12 0.86 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,953.0 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

You can invest in Sundaram Consumption Fund 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 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"
The Sundaram Consumption Fund has delivered 14.7% since inception
The NAV of Sundaram Consumption Fund is ₹67.9 as of 25 November 2022.
The expense ratio of Sundaram Consumption Fund is 1.26 % as of 25 November 2022.
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”.
Invest Now