Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 66.03 | 2.70 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.51 | 68.99 | 2.81 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty India Consumption - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Consumption Fund | 38.89% | 22.42% | 16.98% |
Aditya Birla SL India GenNext Fund | 40.66% | 20.66% | 19.34% |
Mirae Asset Great Consumer Fund | 44.74% | 25.22% | 20.27% |
ICICI Pru Bharat Consumption Fund | 43.15% | 26.66% | 21.13% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
9.36 %
Holdings
9.31 %
Holdings
8.44 %
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
₹ 65,264.93 Cr.
Ratish Varier
AUM: ₹20,148.15 Cr.
|
Exp: 10yrs
Nikunj Gala
AUM: ₹1,582.42 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Fund has been able to generate better returns compared to other funds in the same category