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Sundaram Consumption Fund

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Sundaram Consumption Fund

Growth
104.060.24% (-0.25)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

OverviewPeersPortfolioFund ManagerOpinions

Asset Allocation

Actual

Target

Sep 2023

Dec 2023

Mar 2024

Jun 2024

ACTUAL
Cash & EquivalentsEquity4.11%95.89%

Sep 2023

Dec 2023

Mar 2024

Jun 2024

Tickertape Separator

Sector Distribution

+16 moreTelecom ServicesPackaged Foods & MeatsFour WheelersPrecious Metals, Jewellery & WatchesFMCG - Household Products40.70 %9.54 %9.81 %11.79 %14.05 %14.11 %

Sep 2023

Dec 2023

Mar 2024

Jun 2024

Tickertape Separator

Sector Weightage

Mar 23Jun 23Sep 23Dec 23Mar 24Jun 2415.54%16.17%15.04%14.39%11.72%14.11%
FMCG - Household Products 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 : 0.66 %

    Holdings

    9.54 %

    0.66 %
  • ITC Ltd
    ITC
    3M change : -0.88 %

    Holdings

    8.50 %

    -0.88 %
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : 0.53 %

    Holdings

    8.23 %

    0.53 %
  • Mahindra and Mahindra Ltd
    M&M
    3M change : 2.08 %

    Holdings

    7.82 %

    2.08 %
  • Hindustan Unilever Ltd
    HINDUNILVR
    3M change : 0.09 %

    Holdings

    6.75 %

    0.09 %
  • Titan Company Ltd
    TITAN
    3M change : -1.29 %

    Holdings

    5.82 %

    -1.29 %
  • United Spirits Ltd
    UNITDSPR
    3M change : 0.11 %

    Holdings

    4.11 %

    0.11 %
  • Emami Ltd
    EMAMILTD
    3M change : 2.06 %

    Holdings

    4.00 %

    2.06 %
  • Maruti Suzuki India Ltd
    MARUTI
    3M change : -0.58 %

    Holdings

    3.97 %

    -0.58 %
  • Safari Industries (India) Ltd
    SAFARI
    3M change : 0.25 %

    Holdings

    3.36 %

    0.25 %
  • Nestle India Ltd
    NESTLEIND
    3M change : -0.36 %

    Holdings

    2.89 %

    -0.36 %
  • Apollo Hospitals Enterprise Ltd
    APOLLOHOSP
    3M change : -0.35 %

    Holdings

    2.82 %

    -0.35 %
  • Varun Beverages Ltd
    VBL
    3M change : 0.16 %

    Holdings

    2.59 %

    0.16 %
  • Bajaj Holdings and Investment Ltd
    BAJAJHLDNG
    3M change : -0.15 %

    Holdings

    2.41 %

    -0.15 %
  • Brigade Enterprises Ltd
    BRIGADE
    3M change : 0.57 %

    Holdings

    2.37 %

    0.57 %
  • Info Edge (India) Ltd
    NAUKRI
    3M change : -0.31 %

    Holdings

    1.97 %

    -0.31 %
  • Britannia Industries Ltd
    BRITANNIA
    3M change : 0.03 %

    Holdings

    1.89 %

    0.03 %
  • Electronics Mart India Ltd
    EMIL
    3M change : 0.16 %

    Holdings

    1.87 %

    0.16 %
  • Zomato Ltd
    ZOMATO
    3M change : 1.68 %

    Holdings

    1.68 %

    1.68 %
  • Bajaj Auto Ltd
    BAJAJ-AUTO
    3M change : -0.09 %

    Holdings

    1.63 %

    -0.09 %
  • Asian Paints Ltd
    ASIANPAINT
    3M change : -0.90 %

    Holdings

    1.63 %

    -0.90 %
  • Avenue Supermarts Ltd
    DMART
    3M change : -0.51 %

    Holdings

    1.50 %

    -0.51 %
  • SJS Enterprises Ltd
    SJS
    3M change : 0.33 %

    Holdings

    1.45 %

    0.33 %
  • Devyani International Ltd
    DEVYANI
    3M change : 0.00 %

    Holdings

    1.40 %

    0.00 %
  • Trent Ltd
    TRENT
    3M change : 0.72 %

    Holdings

    1.29 %

    0.72 %
  • Bata India Ltd
    BATAINDIA
    3M change : 0.02 %

    Holdings

    1.17 %

    0.02 %
  • United Breweries Ltd
    UBL
    3M change : 0.05 %

    Holdings

    1.10 %

    0.05 %
  • Hatsun Agro Product Ltd
    HATSUN
    3M change : -0.08 %

    Holdings

    1.04 %

    -0.08 %
  • Eureka Forbes Ltd
    EUREKAFORBE
    3M change : -0.03 %

    Holdings

    0.83 %

    -0.03 %
  • Butterfly Gandhimathi Appliances Ltd
    BUTTERFLY
    3M change : -0.81 %

    Holdings

    0.25 %

    -0.81 %
  • Chalet Hotels Ltd
    CHALET
    3M change : -0.13 %

    Holdings

    0.01 %

    -0.13 %
  • PVR INOX Ltd
    PVRINOX
    3M change : -0.50 %

    Holdings

    0.00 %

    -0.50 %
  • Westlife Foodworld Ltd
    WESTLIFE
    3M change : -1.74 %

    Holdings

    0.00 %

    -1.74 %
  • Page Industries Ltd
    PAGEIND
    3M change : -1.38 %

    Holdings

    0.00 %

    -1.38 %
  • Greenpanel Industries Ltd
    GREENPANEL
    3M change : -1.28 %

    Holdings

    0.00 %

    -1.28 %