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:
₹ 1,548.07 Cr
Expense Ratio
2.19%
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) | 5.82 | 20.89 | 20.61 |
| Nifty India Consumption TRI | 4.16 | 20.89 | 20.96 |
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
28.8971
Last change
-0.16 (-0.5523%)
Fund Size (AUM)
₹ 1,548.07 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/- | 9.47 |
| ITC LIMITED EQ NEW FV RE.1/- | 8.08 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 7.51 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 6.68 |
| TITAN COMPANY LIMITED EQ NEW Re.1/- | 4.88 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.66 |
| ZOMATO LIMITED EQ | 4.62 |
| TREPS | 4.49 |
| UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- | 4.45 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 3.51 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 29.8 |
| Automobile and Auto Components | 17.2 |
| Consumer Services | 17.12 |
| Consumer Durables | 12.67 |
| Telecommunication | 9.47 |
| N/A | 5.01 |
| Healthcare | 3.51 |
| Financial Services | 3.01 |
| Realty | 2.21 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Consumption Reg IDCW | 20.61 |
| Sundaram Consumption Reg Gr | 21.11 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| HSBC Consumption Fund Reg Gr | 0.0 |
| Tata India Consumer Reg Gr | 21.98 |
| Canara Robeco Consumer Trends Fund Reg Gr | 23.7 |
| HDFC Non-Cyclical Consumer Fund Gr | 0.0 |
| ABSL India GenNext Fund Gr | 21.97 |
| Mirae Asset Great Consumer Reg Gr | 23.39 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 20.75 |