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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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NAV
₹ 26.1763 ₹ -0.32 (-1.23 %)
as on 28-02-2024
Asset Size (AUM)
1,363.73 Cr
Launch Date
May 12, 2006
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
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in May 12, 2006
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11.72

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.42 %
Expense Ratio
2.23%
Volatility
14.73 %
Fund House
Sundaram Mutual Fund
Fund Manager
Ratish Varier, Ashish Aggarwal
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more.
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 28-02-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 12-05-2006 33.55 19.27 17.16 14.73 16.12
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 41.27 24.72 22.3 0.0 0.0
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 38.93 22.73 21.43 19.0 18.25
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 38.82 20.36 19.76 16.73 0.0
Mahindra Manulife Consumption Fund- Regular Plan - Growth 13-11-2018 38.58 21.2 19.32 15.12 0.0
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 37.07 24.79 23.92 22.03 16.16
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 35.79 0.0 0.0 0.0 0.0
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 34.72 19.79 17.76 19.88 19.71
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 34.2 19.88 17.76 15.37 16.84
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 33.25 23.26 24.05 19.19 17.44
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings