Sundaram Consumption Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 21-06-2024

  • 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) 5.51 13.97 33.37 19.81 18.11 16.13
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 33.37 19.81 18.11 1.32 1,393.03
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 33.83 20.71 21.11 0.78 5,026.93
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 35.37 23.96 22.74 0.44 3,409.20
ICICI Prudential Bharat Consumption Fund - Direct Plan - Growth Option Apr 12, 2019 40.65 24.70 20.79 1.17 2,349.54
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 35.72 26.99 23.72 0.97 2,182.94
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 35.89 22.00 21.42 0.79 1,941.77

Fund Holdings as on 31-May-2024

  • Bharti Airtel Ltd

  • ITC Ltd

  • Mahindra & Mahindra Ltd

  • Kalyan Jewellers India Ltd

  • Hindustan UniLever Ltd

  • Titan Company Ltd

  • Maruti Suzuki India Ltd

  • TREPS

  • United Spirits Ltd

  • Emami Ltd

  • Safari Industries (India) Ltd

  • Nestle India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Varun Beverages Ltd

  • Brigade Enterprises Ltd

  • Bajaj Holdings & Investment Ltd

  • Info Edge (India) Ltd

  • Britannia Industries Ltd

  • Electronics Mart India Ltd

  • Asian Paints Ltd

  • Bajaj Auto Ltd

  • Avenue Supermarts Ltd

  • S.J.S. Enterprises Ltd

  • Devyani international limited

  • Trent Ltd

  • Bata India Ltd

  • United Breweries Ltd

  • Hatsun Agro Product Ltd

  • Westlife Foodworld Ltd

  • Eureka Forbes Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Zomato Ltd

  • Chalet Hotels Ltd

  • Cash and Other Net Current Assets

View More
  • Household & Personal Products

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Consumer Food

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Retailing

  • Miscellaneous

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Finance - NBFC

  • BPO/ITeS

  • Paints

  • Automobile Two & Three Wheelers

  • Auto Ancillary

  • Consumer Durables - Domestic Appliances

  • Footwear

  • Restaurants

  • e-Commerce

  • Hotel, Resort & Restaurants

View More

Fund Manager

  • 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 02-Jan-2013 and currently has an AUM of ₹1,393.03 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 ₹0.16(0.17%)yesterday to ₹97.2221.

Among its top 3 holdings the fund has exposure to Bharti Airtel 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