Sundaram Consumption Fund – Direct Growth

Equity · Sectoral / Thematic
 · ★★★
₹ 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
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 35.7% 17.4% 14.8% 15.2%
Category Average 39.8% 20.4% 16.6% -

Scheme Allocation

By Holding
By Sector
By Asset
ITC
8.9%
Others
61.94%
View all Holdings
Holdings Sector Instrument Asset
ITC Tobacco Products Equity 8.9%
Bharti Airtel Telecomm-Service Equity 8.13%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 7.15%
Hind. Unilever FMCG Equity 7.1%
Titan Company Diamond, Gems and Jewellery Equity 6.78%
M & M Automobile Equity 5.77%
United Spirits Alcoholic Beverages Equity 4.11%
Maruti Suzuki Automobile Equity 4.08%
Safari Inds. Plastic products Equity 3.68%
Nestle India FMCG Equity 3.22%
Apollo Hospitals Healthcare Equity 3.04%
Bajaj Holdings Finance Equity 2.82%
Asian Paints Paints/Varnish Equity 2.51%
Varun Beverages FMCG Equity 2.46%
Info Edg.(India) E-Commerce/App based Aggregator Equity 2.15%
Avenue Super. Retail Equity 2.12%
Emami FMCG Equity 2.11%
Brigade Enterpr. Realty Equity 1.93%
Britannia Inds. FMCG Equity 1.88%
Electronics Mart Retail Equity 1.85%
Westlife Food Quick Service Restaurant Equity 1.62%
Greenpanel Inds. Plywood Boards/Laminates Equity 1.57%
Bajaj Auto Automobile Equity 1.51%
Devyani Intl. Quick Service Restaurant Equity 1.43%
Page Industries Readymade Garments/ Apparells Equity 1.37%
Butterfly Gan Ap Consumer Durables Equity 1.25%
Hatsun Agro FMCG Equity 1.23%
Bata India Leather Equity 1.19%
SJS Enterprises Auto Ancillaries Equity 1.16%
Sheela Foam Miscellaneous Equity 1.1%
United Breweries Alcoholic Beverages Equity 1.03%
Eureka Forbes Consumer Durables Equity 0.71%
Trent Retail Equity 0.56%
PVR Inox Entertainment Equity 0.52%
Chalet Hotels Hotels & Restaurants Equity 0.15%
Consumer Durables
25.93%
Diversified FMCG
16%
Automobiles
11.36%
Telecom-Services
8.13%
Beverages
7.59%
Others
30.98%
View all Sectors
Sectors Asset
Consumer Durables 25.93%
Diversified FMCG 16%
Automobiles 11.36%
Telecom-Services 8.13%
Beverages 7.59%
Retailing 6.68%
Food Products 6.33%
Leisure Services 3.19%
Healthcare Services 3.04%
Finance 2.82%
Personal Products 2.11%
Debt 2.05%
Realty 1.93%
Textiles & Apparels 1.37%
Auto Components 1.16%
Entertainment 0.52%
Cash & Others -0.22%
Equity
98.17%
Reverse Repos
2.05%
Net Curr Ass/Net Receivables
-0.22%
Others
0%

Advance Ratio

1.31
Alpha
3.47
SD
0.79
Beta
0.96
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 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

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

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

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 ₹85.5 as of 18 March 2024.

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
  1. Consumer Durables - 25.93%
  2. Diversified FMCG - 16%
  3. Automobiles - 11.36%
  4. Telecom-Services - 8.13%
  5. Beverages - 7.59%

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 15.2% since inception

What is the expense ratio of Sundaram Consumption Fund – Direct Growth ?

The expense ratio of Sundaram Consumption Fund – Direct Growth is 1.26 % as of 18 March 2024.

What is the AUM of Sundaram Consumption Fund – Direct Growth?

The AUM of Sundaram Consumption Fund – Direct Growth is ₹49,195 Cr as of 18 March 2024

What are the top stock holdings of Sundaram Consumption Fund – Direct Growth?

The top stock holdings of Sundaram Consumption Fund – Direct Growth are
  1. ITC - 8.9%
  2. Bharti Airtel - 8.13%
  3. Kalyan Jewellers - 7.15%
  4. Hind. Unilever - 7.1%
  5. Titan Company - 6.78%

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.
Invest Now