Add to Watchlist
Share
How to use scorecard? Learn more
Sundaram Consumption Fund(IDCW)
IDCW
EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 1,564 Cr
Very High RiskPrinciple investment will be at very high risk
32.680.21% (+0.07)
Price Chart
High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
How to use scorecard? Learn more
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 Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 70.34 | 1.42 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 66.54 | 1.47 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.50% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
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
EquitySectoral Fund - Consumption
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Consumption Fund(IDCW) | 14.08% | 12.62% | 8.26% |
| Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 12.84% | 10.05% | 9.92% |
| Axis Consumption Fund(IDCW) | — | — | — |
| Mirae Asset Great Consumer Fund(IDCW) | 10.45% | 11.54% | 14.75% |
Price Comparison
Compare Sundaram Consumption Fund(IDCW) with any MF, ETF, stock or indexCompare Sundaram Consumption Fund(IDCW) with any MF, ETF, stock or index
Sundaram Consumption Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Four Wheelers
Four Wheelers as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Bharti Airtel Ltd3M change : 0.01 %
Holdings
9.64 %
0.01 % - ITC Ltd3M change : -0.22 %
Holdings
8.99 %
-0.22 % - Mahindra and Mahindra Ltd3M 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.
|
Exp: 10yrs
Qualification
MBA Finance, CPM
Past Experience
Data not available
Funds Managed (24)
Equity (24)
Sundaram Mid Cap Fund(IDCW)
25.51%
17.82%
0.90%
Sundaram Multi Cap Fund(H-IDCW)
13.63%
10.73%
0.90%
Sundaram Dividend Yield Fund(H-IDCW)
10.99%
11.56%
0.99%
Sundaram Infra Advantage Fund(IDCW)
17.03%
13.48%
2.38%
Sundaram Infra Advantage Fund(IDCW)
17.73%
14.12%
1.80%
Sundaram Multi Cap Fund(H-IDCW)
13.63%
10.73%
0.90%
Sundaram Dividend Yield Fund(H-IDCW)
10.99%
11.56%
0.99%
Sundaram Multi Cap Fund(H-IDCW)
12.36%
9.48%
1.99%
Sundaram Dividend Yield Fund(H-IDCW)
9.54%
9.05%
2.26%
Sundaram Mid Cap Fund-Reg(IDCW)
24.46%
16.80%
1.73%
Sundaram Consumption Fund(IDCW)
13.08%
11.62%
2.19%
Sundaram Multi Cap Fund(H-IDCW)
12.36%
9.48%
1.99%
Sundaram Dividend Yield Fund(H-IDCW)
9.54%
9.05%
2.26%
Sundaram Mid Cap Fund(IDCW)
25.51%
17.82%
0.90%
Sundaram Infra Advantage Fund(IDCW)
17.03%
13.48%
2.38%
Sundaram Infra Advantage Fund(IDCW)
17.73%
14.12%
1.80%
Sundaram Consumption Fund(IDCW)
14.08%
12.62%
1.34%
Sundaram Mid Cap Fund-Reg(IDCW)
24.46%
16.80%
1.73%
Sundaram Consumption Fund(IDCW)
13.08%
11.62%
2.19%
Sundaram Business Cycle Fund(IDCW)
—
—
0.38%
Sundaram Business Cycle Fund(IDCW)
—
—
0.38%
Sundaram Business Cycle Fund-Reg(IDCW)
—
—
2.04%
Sundaram Business Cycle Fund-Reg(IDCW)
—
—
2.04%
Sundaram Consumption Fund(IDCW)
14.08%
12.62%
1.34%
Manager Performance (0)
Equity: Sectoral Fund - Consumption
Tax Implications
Let’s calculate your returns after tax
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.
Historical
+
-
You make
Opinions and Fund Reviews
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.
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%