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Fund Overview

Sundaram Consumption Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

89.68

Inception Date

12-05-2006

Category

Equity - Diversified
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 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Consumption Fund (G) -10.91 -13.96 9.43 16.74 24.07 13.47 12.30
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty India Consumption TRI)

1Lakh investment Grown to 1.09 Lakh

10,000 investment Grown to 1.15 Lakh

1Lakh investment Grown to 1.08 Lakh

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Key Parameters
AUM(₹ Cr.) 1,398
Type OPEN ENDED
Entry Load Nil
Minimum 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Exit 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 28 02 25 )
Company Asset No.of shares Value (₹ in Cr)
Bharti Airtel Equity 939519 147.52
ITC Equity 2991251 118.15
M & M Equity 385492 99.65
Hind. Unilever Equity 350212 76.71
Titan Company Equity 235289 72.40
Maruti Suzuki Equity 58511 69.90
Zomato Ltd Equity 3000962 66.65
United Spirits Equity 453496 58.25
Safari Inds. Equity 245560 52.45
Trent Equity 86291 41.86
Bajaj Holdings Equity 34697 40.16
Kalyan Jewellers Equity 837090 38.69
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Sundaram Consumption Fund 1,398.19 9.43 16.74 24.07 12.30 12-May-2006 0.6974 4.38
Motilal Oswal Large Cap Fund 1,680.68 21.77 NA NA 22.47 06-Feb-2024 1.1197 4.19
Motilal Oswal Small Cap Fund 3,716.36 15.93 NA NA 19.53 26-Dec-2023 0.6247 5.97
Invesco India Midcap Fund 5,246.54 15.64 21.19 32.13 16.39 19-Apr-2007 0.8698 4.91
Bandhan Small Cap Fund 8,474.84 15.54 24.25 36.89 32.09 25-Feb-2020 0.9338 5.31
HDFC Defence Fund 3,880.46 14.46 NA NA 44.95 02-Jun-2023 1.1579 9.27
HDFC Focused 30 Fund 15,515.87 13.92 21.90 33.07 16.05 17-Sep-2004 1.3365 3.28
SBI Multicap Fund 17,579.48 13.81 15.44 NA 16.29 08-Mar-2022 0.6628 3.93
Motilal Oswal Flexi Cap Fund 11,171.69 13.51 19.46 25.08 17.06 28-Apr-2014 0.8827 4.69
DSP Focus Fund 2,258.59 13.35 15.63 24.95 11.59 10-Jun-2010 0.653 4.48
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