Sundaram Consumption Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
AUM:
₹ 1,516.36 Cr
Expense Ratio
2.55%
Benchmark
Nifty India Consumption TRI
ISIN
INF903J01546
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Anuj Bansal, Rohit Seksaria, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Consumption Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW) | -10.5 | 5.8 | 8.32 |
| Nifty India Consumption TRI | -9.75 | 9.68 | 9.77 |
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
23.2593
Last change
-0.44 (-1.9072%)
Fund Size (AUM)
₹ 1,516.36 Cr
Performance
10.65% (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
Anuj Bansal, Rohit Seksaria, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 9.23 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 7.94 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 7.29 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 5.03 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.93 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 4.52 |
| Nestle India Ltd | 4.26 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.9 |
| S.J.S. ENTERPRISES LIMITED EQ | 3.39 |
| Varun Beverages Ltd | 3.03 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 22.53 |
| Consumer Services | 15.22 |
| Fast Moving Consumer Goods | 14.54 |
| Consumer Durables | 12.31 |
| Financial Services | 9.13 |
| Telecommunication | 7.94 |
| Healthcare | 7.74 |
| Services | 3.9 |
| Textiles | 1.92 |
| Information Technology | 1.6 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Consumption Reg IDCW | 8.32 |