27 Dec, 14:09 - Indian

SENSEX 78793.39 (0.41)

Nifty 50 23848.150390625 (0.41)

Nifty Bank 51323.19921875 (0.30)

Nifty IT 43753.55078125 (0.20)

Nifty Midcap 100 57196 (0.12)

Nifty Next 50 68976.953125 (-0.27)

Nifty Pharma 23051.150390625 (1.49)

Nifty Smallcap 100 18796.849609375 (0.36)

27 Dec, 14:09 - Global

NIKKEI 225 40281.16 (1.80)

HANG SENG 20090.46 (-0.04)

S&P 6084 (-0.38)

Login/Signup

Fund Overview

Sundaram Consumption Fund (G)

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

Nav (₹)

97.19

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
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Consumption Fund (G) -8.99 7.81 21.30 20.22 18.22 14.78 12.98
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty India Consumption TRI)

1Lakh investment Grown to 1.21 Lakh

10,000 investment Grown to 1.30 Lakh

1Lakh investment Grown to 1.22 Lakh

img
Key Parameters
AUM(₹ Cr.) 1,586
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Exit 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment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 30 11 24 )
Company Asset No.of shares Value (₹ in Cr)
Bharti Airtel Equity 939519 152.87
ITC Equity 2991251 142.61
M & M Equity 350492 103.96
Titan Company Equity 303263 98.53
Hind. Unilever Equity 350212 87.42
Zomato Ltd Equity 3000962 83.95
Maruti Suzuki Equity 67306 74.54
United Spirits Equity 453496 69.34
Safari Inds. Equity 245560 63.48
Kalyan Jewellers Equity 837090 60.64
Trent Equity 77099 52.39
Apollo Hospitals Equity 68048 46.47
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 1,585.66 21.30 20.22 18.22 12.98 12-May-2006 0.9003 4.00
Motilal Oswal Midcap Fund 22,897.62 55.50 35.60 33.15 24.87 24-Feb-2014 1.6183 4.46
Motilal Oswal Large and Midcap Fund 7,710.01 48.21 28.37 26.87 27.19 17-Oct-2019 1.2359 4.06
Motilal Oswal Small Cap Fund 3,166.26 47.36 NA NA 47.21 26-Dec-2023 2.8061 3.35
Invesco India Midcap Fund 5,862.67 45.79 25.61 28.47 17.48 19-Apr-2007 1.1197 4.24
Motilal Oswal Flexi Cap Fund 12,598.45 44.51 23.33 18.54 18.88 28-Apr-2014 1.0748 3.99
Invesco India Focused Fund 3,443.24 44.23 22.09 NA 28.39 30-Sep-2020 0.9059 4.25
Bandhan Small Cap Fund 9,248.28 44.09 29.00 NA 37.52 25-Feb-2020 1.2396 4.85
Union Innovation & Opportunities Fund 894.19 42.11 NA NA 35.33 06-Sep-2023 2.0474 3.71
HSBC Midcap Fund 11,912.38 41.52 26.41 25.50 19.93 09-Aug-2004 1.2651 3.70
1 2 3  Next