Sundaram Consumption Fund - IDCW - Direct Plan

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  • Net Change on 29-05-2024

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 1.66 6.55 33.10 19.46 15.85 15.51
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 asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Jan 02, 2013 33.10 19.46 15.85 1.32 1,397.95
Aditya Birla Sun Life India Gennext Fund -DIRECT - IDCW Jan 01, 2013 31.41 19.61 19.26 0.78 5,010.28
Mirae Asset Great Consumer Fund Direct IDCW Jan 01, 2013 35.36 23.05 21.11 0.42 3,351.36
ICICI Prudential Bharat Consumption Fund - Direct Plan - IDCW Option Apr 12, 2019 40.99 24.02 19.78 1.10 2,339.51
SBI Consumption Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 32.94 24.59 21.47 0.97 2,165.26
TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 35.67 21.51 19.79 0.79 1,949.56

Fund Holdings as on 30-April-2024

  • Bharti Airtel Ltd

  • ITC Ltd

  • Kalyan Jewellers India Ltd

  • Titan Company Ltd

  • Hindustan UniLever Ltd

  • Mahindra & Mahindra Ltd

  • Maruti Suzuki India Ltd

  • United Spirits Ltd

  • Safari Industries (India) Ltd

  • Emami Ltd

  • Nestle India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Varun Beverages Ltd

  • Asian Paints Ltd

  • Bajaj Holdings & Investment Ltd

  • Info Edge (India) Ltd

  • Brigade Enterprises Ltd

  • Electronics Mart India Ltd

  • Westlife Foodworld Ltd

  • Avenue Supermarts Ltd

  • Britannia Industries Ltd

  • Bajaj Auto Ltd

  • Devyani international limited

  • Page Industries Ltd

  • Green Panel Industries Ltd

  • United Breweries Ltd

  • Hatsun Agro Product Ltd

  • Bata India Ltd

  • S.J.S. Enterprises Ltd

  • TREPS

  • Butterfly Gandhimathi Appliances Ltd

  • Eureka Forbes Ltd

  • Trent Ltd

  • Chalet Hotels Ltd

  • Cash and Other Net Current Assets

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  • Household & Personal Products

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Consumer Food

  • Telecommunication - Service Provider

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Retailing

  • Hospital & Healthcare Services

  • Paints

  • Finance - NBFC

  • BPO/ITeS

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Restaurants

  • Automobile Two & Three Wheelers

  • Textile

  • Wood & Wood Products

  • Footwear

  • Auto Ancillary

  • Miscellaneous

  • Hotel, Resort & Restaurants

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Fund Manager

Most Recent Dividend

  • 06/11/2023

  • 10/11/2022

  • 29/04/2021

  • 18/03/2020

  • 13/12/2019

  • 28/08/2019

  • 22/05/2019

  • 13/02/2019

  • 14/11/2018

  • 10/08/2018

  • 29/05/2018

  • 27/03/2018

  • 09/03/2018

  • 10/11/2017

  • 10/08/2017

  • 05/05/2017

  • 15/02/2017

  • 25/11/2016

  • 08/08/2016

  • 05/05/2014

  • 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 ₹1,397.95 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 ₹-0.17(-0.57%)yesterday to ₹30.5444.

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