Sundaram Consumption Fund - Growth - Direct Plan

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  • 1.1 %Nav, as on 26-05-2023

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  • Net Change on 26-05-2023

  • 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) 5.57 7.57 21.53 24.83 9.50 14.17
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 21.53 24.83 9.50 1.39 1,123.60
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 19.35 28.89 14.80 0.71 3,440.09
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 24.40 31.66 15.46 0.44 2,144.32
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 23.93 26.04 11.34 0.90 1,402.27
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 22.14 37.49 13.14 1.16 1,263.11
ICICI Prudential FMCG Fund - Direct Plan - Growth Jan 01, 2013 26.61 25.46 13.81 1.44 1,240.80

Fund Holdings as on 30-April-2023

  • Hindustan UniLever Ltd

  • ITC Ltd

  • Bharti Airtel Ltd

  • Titan Company Ltd

  • Reverse Repo

  • Maruti Suzuki India Ltd

  • Safari Industries (India) Ltd

  • United Spirits Ltd

  • State Bank of India

  • Mahindra & Mahindra Ltd

  • Eicher Motors Ltd

  • Nestle India Ltd

  • Asian Paints Ltd

  • Apollo Hospitals Enterprise Ltd

  • Varun Beverages Ltd

  • Brigade Enterprises Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Kalyan Jewellers India Ltd

  • Westlife Foodworld Ltd

  • Page Industries Ltd

  • Britannia Industries Ltd

  • Devyani international limited

  • Electronics Mart India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • PVR INOX Ltd

  • Godrej Consumer Products Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • United Breweries Ltd

  • Zee Entertainment Enterprises Ltd

  • Avenue Supermarts Ltd

  • Info Edge (India) Ltd

  • Hatsun Agro Product Ltd

  • UTI Asset Management Co Ltd

  • Sheela Foam Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • TREPS

  • Somany Ceramics Ltd

  • Marico Ltd

  • Green Panel Industries Ltd

  • Chalet Hotels Ltd

  • Cash and Other Net Current Assets

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  • Household & Personal Products

  • Consumer Food

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Breweries & Distilleries

  • Miscellaneous

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Retailing

  • Paints

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Hotel, Resort & Restaurants

  • e-Commerce

  • Construction - Real Estate

  • Textile

  • Film Production, Distribution & Entertainment

  • Air Conditioners

  • TV Broadcasting & Software Production

  • BPO/ITeS

  • Finance - Asset Management

  • Ceramics/Marble/Granite/Sanitaryware

  • Wood & Wood Products

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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

  • 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 ₹1,123.60 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 ₹0.75(1.1%)yesterday to ₹69.2653.

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