Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
AUM:
₹ 1,595.84 Cr
Expense Ratio
2.18%
Benchmark
NIFTY India Consumption TRI
ISIN
INF903J01546
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM - Mr. Ratish B. Varier
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | -0.69 | 15.89 | 19.5 |
| Nifty India Consumption TRI | -0.04 | 16.51 | 20.14 |
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
29.3358
Last change
-0.19 (-0.6511%)
Fund Size (AUM)
₹ 1,595.84 Cr
Performance
11.87% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equityrelated instruments of companies engaged in rural and/or consumption business
Fund Manager
FM - Mr. Ratish B. Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 9.94 |
| ITC LIMITED EQ NEW FV RE.1/- | 7.81 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 7.79 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 6.33 |
| ZOMATO LIMITED EQ | 4.97 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.92 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.55 |
| TREPS | 4.34 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.59 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 3.36 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 27.75 |
| Consumer Services | 17.84 |
| Automobile and Auto Components | 17.44 |
| Consumer Durables | 13.11 |
| Telecommunication | 9.94 |
| Healthcare | 3.59 |
| Financial Services | 3.13 |
| Realty | 2.17 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Consumption Reg IDCW | 19.5 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| HDFC Non-Cyclical Consumer Fund Gr | 0.0 |
| Tata India Consumer Reg Gr | 21.44 |
| Sundaram Consumption Reg Gr | 20.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 21.79 |
| ABSL Consumption FundGr | 20.94 |
| ICICI Pru Bharat Consumption Gr | 20.87 |
| Mirae Asset Great Consumer Reg Gr | 22.38 |