Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
AUM:
₹ 1,589.62 Cr
Expense Ratio
2.18%
Benchmark
NIFTY India Consumption TRI
ISIN
INF903J01546
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM - Mr. Ratish B. Varier
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 4.16 | 16.2 | 19.39 |
| Nifty India Consumption TRI | 7.56 | 18.43 | 21.27 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
30.8391
Last change
-0.12 (-0.3849%)
Fund Size (AUM)
₹ 1,589.62 Cr
Performance
12.01% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Fund Manager
FM - Mr. Ratish B. Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 9.58 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 9.02 |
| ITC LIMITED EQ NEW FV RE.1/- | 7.79 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 7.07 |
| ZOMATO LIMITED EQ | 5.92 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.51 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.06 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.68 |
| Nestle India Ltd | 3.21 |
| SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/- | 3.11 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 29.73 |
| Automobile and Auto Components | 19.0 |
| Consumer Services | 17.75 |
| Consumer Durables | 12.49 |
| Telecommunication | 9.58 |
| Healthcare | 3.68 |
| Financial Services | 2.92 |
| Realty | 1.9 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Consumption Reg IDCW | 19.39 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| Sundaram Consumption Reg Gr | 19.89 |
| ABSL Consumption FundGr | 20.43 |
| ICICI Pru Bharat Consumption Gr | 21.29 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| Axis Consumption Fund Reg Gr | 0.0 |
| Nippon India Consumption Gr Gr | 23.51 |
| Tata India Consumer Reg Gr | 20.63 |
| Canara Robeco Consumer Trends Fund Reg Gr | 20.89 |