Sundaram Consumption Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.38%)Nav, as on 08-12-2023

  • Previous Nav

  • Net Change on 08-12-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 3.34 5.85 22.14 19.31 14.87 12.45
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty India Consumption - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) May 12, 2006 22.14 19.31 14.87 2.22 1,348.52
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 17.52 19.70 17.48 1.91 4,377.32
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 22.09 27.20 18.02 2.13 1,790.92
Tata India Consumer Fund-Regular Plan-Growth Dec 28, 2015 25.94 20.48 15.24 2.09 1,762.55
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 15.20 20.20 14.71 2.20 1,458.96
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sep 14, 2009 19.83 21.46 18.93 2.19 1,260.99

Fund Holdings as on 30-November-2023

  • ITC Ltd

  • Hindustan UniLever Ltd

  • Bharti Airtel Ltd

  • Titan Company Ltd

  • Kalyan Jewellers India Ltd

  • Mahindra & Mahindra Ltd

  • Maruti Suzuki India Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • United Spirits Ltd

  • Nestle India Ltd

  • Asian Paints Ltd

  • Electronics Mart India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Emami Ltd

  • Bajaj Holdings & Investment Ltd

  • Westlife Foodworld Ltd

  • Varun Beverages Ltd

  • Info Edge (India) Ltd

  • Britannia Industries Ltd

  • Sheela Foam Ltd

  • Zee Entertainment Enterprises Ltd

  • Brigade Enterprises Ltd

  • Page Industries Ltd

  • Avenue Supermarts Ltd

  • Devyani international limited

  • Butterfly Gandhimathi Appliances Ltd

  • PVR INOX Ltd

  • Hatsun Agro Product Ltd

  • Bajaj Auto Ltd

  • S.J.S. Enterprises Ltd

  • United Breweries Ltd

  • Bata India Ltd

  • Eureka Forbes Ltd

  • Green Panel Industries Ltd

  • Chalet Hotels Ltd

  • Cash and Other Net Current Assets

View More

  • Household & Personal Products

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Consumer Food

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Retailing

  • Breweries & Distilleries

  • Miscellaneous

  • Paints

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Restaurants

  • BPO/ITeS

  • TV Broadcasting & Software Production

  • Construction - Real Estate

  • Textile

  • Film Production, Distribution & Entertainment

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Wood & Wood Products

  • Hotel, Resort & Restaurants

View More

Fund Manager

  • Education:PGDBM
  • Experience:12
  • Basic Details:Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.
  • Funds Managed:
  • Sundaram Consumption Fund
  • Sundaram Consumption Fund
  • Sundaram Debt Oriented Hybrid Fund
  • Sundaram Global Brand Fund

  • Cash

  • Equity

View More

About Sundaram Consumption Fund

Scheme Analysis

Sundaram Consumption Fund is a Equity - Sectoral Fund - Consumption fund and belongs to Sundaram Mutual Fund. It was launched on 12-May-2006 and currently has an AUM of ₹1,348.52 crore. Sundaram Consumption Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty India Consumption - TRI as secondary index.

The NAV of Sundaram Consumption Fund ended down ₹-0.3(-0.38%)yesterday to ₹78.7227.

Among its top 3 holdings the fund has exposure to ITC Ltd, and

The Sundaram Consumption Fund is managed by Ratish Varier and Ashish Agarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156