Sundaram Consumption Fund - Growth - Direct Plan

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  • 0.35 %Nav, as on 27-09-2023

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  • Net Change on 27-09-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 Direct Plan - Growth) 3.11 9.64 17.31 24.17 14.08 15.19
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 Direct Plan - Growth) Jan 02, 2013 17.31 24.17 14.08 1.36 1,277.11
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 16.26 26.71 17.88 0.87 4,029.38
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 19.95 28.29 18.36 0.48 2,589.47
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 18.05 24.58 15.08 0.83 1,625.05
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 20.67 35.33 17.60 1.08 1,574.74
ICICI Prudential FMCG Fund - Direct Plan - Growth Jan 01, 2013 20.54 25.71 14.87 1.40 1,443.66

Fund Holdings as on 31-August-2023

  • Hindustan UniLever Ltd

  • ITC Ltd

  • Kalyan Jewellers India Ltd

  • Titan Company Ltd

  • Bharti Airtel Ltd

  • Mahindra & Mahindra Ltd

  • Maruti Suzuki India Ltd

  • United Spirits Ltd

  • Safari Industries (India) Ltd

  • Nestle India Ltd

  • Asian Paints Ltd

  • State Bank of India

  • Electronics Mart India Ltd

  • Emami Ltd

  • TREPS

  • Westlife Foodworld Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Devyani international limited

  • Info Edge (India) Ltd

  • Apollo Hospitals Enterprise Ltd

  • Britannia Industries Ltd

  • Page Industries Ltd

  • Reverse Repo

  • Varun Beverages Ltd

  • PVR INOX Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Sheela Foam Ltd

  • Avenue Supermarts Ltd

  • Hatsun Agro Product Ltd

  • S.J.S. Enterprises Ltd

  • Brigade Enterprises Ltd

  • United Breweries Ltd

  • Bajaj Auto Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Zee Entertainment Enterprises Ltd

  • Bata India Ltd

  • Senco Gold Ltd

  • Jyothy Laboratories Ltd

  • Chalet Hotels Ltd

  • Cash and Other Net Current Assets

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  • Household & Personal Products

  • Diamond & Jewellery

  • Consumer Food

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Breweries & Distilleries

  • Retailing

  • Miscellaneous

  • Paints

  • Bank - Public

  • Hotel, Resort & Restaurants

  • e-Commerce

  • BPO/ITeS

  • Hospital & Healthcare Services

  • Textile

  • Film Production, Distribution & Entertainment

  • Consumer Durables - Domestic Appliances

  • Construction - Real Estate

  • Automobile Two & Three Wheelers

  • Air Conditioners

  • TV Broadcasting & Software Production

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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

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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 02-Jan-2013 and currently has an AUM of ₹1,277.11 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 up ₹0.28(0.35%)yesterday to ₹79.6795.

Among its top 3 holdings the fund has exposure to Hindustan UniLever 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