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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Fund House:
Sundaram Mutual Fund
Category:
Equity: Thematic-Consumption
Status:
Open Ended Schemes
Launch Date:
12-05-2006
ISIN Number:
INF903J01561
Minimum Investment:
100
Minimum SIP:
250
Total Assets: (29-11-2024):
1585.83
Nav (20-12-2024)
96.6425
CAGR Since Inception:
13.02
Benchmark:
NIFTY India Consumption TRI
Expense Ratio (30-11-2024)::
2.19 %
Risko-Meter:
Very High
Exit Load:
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 22.84 22.92 20.75 18.12 14.79
HSBC Consumption Fund - Regular Growth 36.01 0 0 0 0
Kotak Consumption Fund - Regular plan - Growth Option 31.04 0 0 0 0
Tata India Consumer Fund-Regular Plan-Growth 29.35 29.26 21.97 21.68 0
SBI Consumption Opportunities Fund - Regular - Growth 26.12 24.96 23.37 23.14 16.42
Mahindra Manulife Consumption Fund- Regular Plan - Growth 25.36 22.35 19.89 17.6 0
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 24.78 23.66 19.27 19.63 0
HDFC Non-Cyclical Consumer Fund - Growth Option 24.39 0 0 0 0
UTI India Consumer Fund - Regular Plan - Growth Option 24.23 20.05 14.34 16.04 11.36
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 22.89 21.76 18.94 20.24 15.98
Fund Manager
Ratish Varier, Ashish Aggarwal:
Scheme Objective
The scheme seeks to generate consistent long-term returns by investing predominantly in equity/ equity related instruments of companies that focus on Rural India :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) NIFTY 50 TRI Equity: Thematic-Consumption
CAGR since inception 13.02% 13.95% 15.75%
1 Year 22.84% 12.84% 24.84%
3 Year 20.75% 13.73% 19.75%
5 Year 18.12% 15.28% 19.57%
10 Year 14.79% 12.46% 14.80%
Nav / Index Value as on2024-12-22 1,585.83% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.6
Cash & Cash Equivalents 5.46
Equity 95.08
Company Holding
BHARTI AIRTEL LIMITED 9.64
ITC LIMITED 8.99
MAHINDRA AND MAHINDRA LIMITED 6.56
TITAN COMPANY LIMITED 6.21
HINDUSTAN UNILEVER LIMITED 5.51
ZOMATO LIMITED 5.29
MARUTI SUZUKI INDIA LIMITED 4.7
UNITED SPIRITS LIMITED 4.37
SAFARI INDUSTRIES (INDIA) LIMITED 4
KALYAN JEWELLERS INDIA LIMITED 3.82
FAQ's of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
How do I use the SIP Calculator to calculate Sundaram Mutual Fund ?

To calculate the Sundaram Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)