Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
AUM:
₹ 1,294 Cr
Expense Ratio
2.2%
Benchmark
NIFTY India Consumption TRI
ISIN
INF903J01561
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(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | -2.52 | 13.34 | 13.45 |
| Nifty India Consumption TRI | 2.74 | 16.21 | 15.6 |
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
91.4421
Last change
0.17 (0.1846%)
Fund Size (AUM)
₹ 1,294 Cr
Performance
11.76% (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 (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 10.13 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 9.18 |
| ITC LIMITED EQ NEW FV RE.1/- | 8.3 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 6.5 |
| ZOMATO LIMITED EQ | 5.74 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 5.05 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 4.92 |
| TREPS | 4.9 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.05 |
| Nestle India Ltd | 3.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 23.11 |
| Automobile and Auto Components | 19.18 |
| Consumer Services | 16.87 |
| Consumer Durables | 14.58 |
| Telecommunication | 10.13 |
| Healthcare | 4.92 |
| Financial Services | 2.93 |
| Services | 1.92 |
| Realty | 1.76 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Consumption Reg Gr | 13.45 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| Tata India Consumer Reg Gr | 15.96 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| BOI Consumption Fund Reg Gr | 0.0 |
| ITI Bharat Consumption Fund Reg Plan Plan Gr | 0.0 |
| UTI India Consumer Reg Gr | 12.08 |
| Edelweiss Consumption Fund Reg Gr | 0.0 |
| ICICI Pru Bharat Consumption Gr | 15.15 |
| Mirae Asset Great Consumer Reg Gr | 14.55 |