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Sundaram Consumption Fund

Growth
105.850.21% (+0.23)

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Sundaram Consumption Fund

Growth
EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 1,564 Cr
Very High RiskPrinciple investment will be at very high risk
105.850.21% (+0.23)

Price Chart

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EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 1,564 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.3470.341.41
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4666.541.47

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 30D Nil after 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty India Consumption - TRI

About Sectoral Fund - Consumption

Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Consumption

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Consumption Fund23.03%21.23%16.23%
Aditya Birla SL India GenNext Fund21.27%17.65%18.18%
Axis Consumption Fund———
Mirae Asset Great Consumer Fund20.05%21.10%18.94%

Price Comparison

Compare Sundaram Consumption Fund with any MF, ETF, stock or index
Compare Sundaram Consumption Fund with any MF, ETF, stock or index
Sundaram Consumption Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity4.87%95.13%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+15 morePackaged Foods & MeatsTelecom ServicesPrecious Metals, Jewellery & WatchesFMCG - Household ProductsFour Wheelers48.56 %9.60 %9.64 %10.04 %10.90 %11.26 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2410.18%9.77%10.29%11.79%11.36%11.26%
Four Wheelers as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.01 %

    Holdings

    9.64 %

    0.01 %
  • ITC Ltd
    ITC
    3M change : -0.22 %

    Holdings

    8.99 %

    -0.22 %
  • Mahindra and Mahindra Ltd
    M&M
    3M change : 0.52 %

    Holdings

    6.56 %

    0.52 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,446.77 Cr.

Fund Manager Profile

Ratish Varier

AUM:  ₹20,230.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Qualification

MBA Finance, CPM

Past Experience

Data not available

Funds Managed (12)

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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