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Fund Overview

Sundaram Consumption Fund (G)

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

Nav (₹)

100.06

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) 4.76 11.01 3.44 17.03 19.52 13.92 12.68
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty India Consumption TRI)

1Lakh investment Grown to 1.03 Lakh

10,000 investment Grown to 1.25 Lakh

1Lakh investment Grown to 1.04 Lakh

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Key Parameters
AUM(₹ Cr.) 1,576
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Exit 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment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 31 07 25 )
Company Asset No.of shares Value (₹ in Cr)
Bharti Airtel Equity 789519 151.14
ITC Equity 3085016 127.09
M & M Equity 390720 125.15
Hind. Unilever Equity 440212 110.99
Eternal Ltd Equity 2892836 89.04
Titan Company Equity 212692 71.19
Maruti Suzuki Equity 50511 63.68
Apollo Hospitals Equity 79027 59.25
Kalyan Jewellers Equity 837090 49.78
Bajaj Holdings Equity 34697 48.45
Safari Inds. Equity 225560 47.33
Trent Equity 89438 44.88
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 1,576.40 3.44 17.03 19.52 12.68 12-May-2006 0.8413 3.92
Motilal Oswal Multi Cap Fund 4,130.34 18.41 NA NA 29.07 18-Jun-2024 0.9319 6.37
Invesco India Midcap Fund 7,801.80 15.36 28.67 28.61 17.20 19-Apr-2007 1.3431 4.60
Invesco India Large & Mid Cap Fund 8,007.10 13.51 25.97 24.66 13.84 09-Aug-2007 1.3059 4.24
Helios Financial Services Fund 188.65 12.78 NA NA 13.36 24-Jun-2024 0.4649 4.12
Motilal Oswal Large Cap Fund 2,636.51 12.26 NA NA 24.36 06-Feb-2024 1.3383 3.76
WhiteOak Capital Special Opportunities Fund 1,092.96 10.91 NA NA 24.03 04-Jun-2024 0.5333 5.06
Sundaram Services Fund 4,366.51 9.94 18.28 24.87 19.97 21-Sep-2018 1.0518 3.62
Bandhan Financial Services Fund 1,057.98 9.68 NA NA 20.50 28-Jul-2023 1.0809 3.85
HDFC Focused Fund 21,456.24 9.50 22.82 27.45 16.22 17-Sep-2004 1.6191 2.93
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