Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
AUM:
₹ 1,397.95 Cr
Expense Ratio
2.2%
Benchmark
Nifty India Consumption TRI
ISIN
INF903J01561
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Ratish Varier, Ashish Aggarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 30.85 | 19.49 | 16.21 |
| Nifty India Consumption TRI | 35.79 | 21.71 | 19.01 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
82.9107
Last change
0.14 (0.1728%)
Fund Size (AUM)
₹ 1,397.95 Cr
Performance
12.52% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate consistent long-term returns by investing predominantly in equity/ equity related instruments of companies that focus on Rural India
Fund Manager
Ratish Varier, Ashish Aggarwal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Bharti Airtel Ltd. | 9.35 |
| ITC Ltd. | 9.32 |
| Kalyan Jewellers India Ltd. | 7.27 |
| Titan Company Ltd. | 6.56 |
| Hindustan Unilever Ltd. | 6.51 |
| Mahindra & Mahindra Ltd. | 6.29 |
| Maruti Suzuki India Ltd. | 4.52 |
| United Spirits Ltd. | 4.05 |
| Safari Industries (India) Ltd. | 3.73 |
| Emami Ltd. | 3.72 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Staples | 33.32 |
| Consumer Discretionary | 19.64 |
| Automobile | 13.56 |
| Services | 10.05 |
| Communication | 9.35 |
| Materials | 3.75 |
| Healthcare | 2.89 |
| Financial | 2.45 |
| Construction | 1.94 |
| Textiles | 1.36 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Consumption Reg Gr | 16.21 |
| ICICI Pru Bharat Consumption Gr | 18.78 |
| Nippon India Consumption Gr Gr | 23.67 |
| Mahindra Manulife Consumption Fund Reg Gr | 16.45 |
| Tata India Consumer Reg Gr | 18.8 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.25 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 20.51 |
| Mirae Asset Great Consumer Reg Gr | 20.14 |
| UTI India Consumer Reg Gr | 16.69 |
| SBI Consumption Opportunities Reg Gr | 20.63 |