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Fund Overview

Sundaram Consumption Fund (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

98.23

Inception Date

12-05-2006

Category

Equity - Diversified
Invest
Investment Objectives

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

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
Sundaram Consumption Fund (G) 10.63 -2.42 7.11 21.39 20.91 14.20 12.67
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.07 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.23 Lakh

Benchmark

1Lakh investment Grown to 1.07 Lakh

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Key Parameters
AUM(₹ Cr.) 1,548
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Incrimental Investment(₹) 100
Expense Ratio (%) 2.14
Benchmark Nifty India Consumption TRI
Fund Manager Ratish Varier
Exit 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
Bharti Airtel Equity 9.47
ITC Equity 8.08
M & M Equity 7.51
Hind. Unilever Equity 6.68
Titan Company Equity 4.88
Maruti Suzuki Equity 4.66
Eternal Ltd Equity 4.62
TREPS Reverse Repo 4.49
United Spirits Equity 4.45
Apollo Hospitals Equity 3.51
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
Sundaram Consumption Fund 1,548.26 7.11 21.39 20.91 12.67 12-May-2006 0.8622 4.40
Motilal Oswal Multi Cap Fund 3,843.93 27.01 NA NA 35.67 18-Jun-2024 0.9662 6.91
Motilal Oswal Large Cap Fund 2,327.02 16.17 NA NA 27.18 06-Feb-2024 1.3254 3.90
Sundaram Services Fund 4,161.11 15.04 23.86 26.81 20.72 21-Sep-2018 0.9709 3.90
Invesco India Midcap Fund 6,641.11 14.75 32.33 30.37 17.17 19-Apr-2007 1.1945 4.86
WhiteOak Capital Special Opportunities Fund 943.81 14.51 NA NA 27.76 04-Jun-2024 0.4364 5.37
Motilal Oswal Large and Midcap Fund 10,840.40 13.31 33.21 29.57 23.87 17-Oct-2019 1.1944 5.55
Motilal Oswal Small Cap Fund 4,927.18 13.29 NA NA 25.71 26-Dec-2023 0.8688 5.99
Bandhan Innovation Fund 1,512.00 12.83 NA NA 22.89 30-Apr-2024 0.6806 6.20
Invesco India Large & Mid Cap Fund 7,273.57 12.27 29.59 25.66 13.75 09-Aug-2007 1.1752 4.46
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