Sundaram Consumption Fund(G)
Scheme Returns
5.15%
Category Returns
0%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Sundaram Consumption Fund(G) | 0.67 | 4.03 | 5.15 | 2.10 | 14.90 | 17.84 | 18.33 | 22.82 | 12.55 |
| Equity - Sectoral Fund - Consumption | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Sundaram Asset Management Company Limited
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Fund
Sundaram Mutual Fund
Snapshot
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Inception Date
12-May-2006
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
112,360.40
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Scheme Plan
--
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Scheme Class
Equity - Sectoral Fund - Consumption
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Objectives
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.
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Scheme Type
Open ended scheme
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Min. Investment
₹100
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Exit Load
--
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Latest NAV
93.9993
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Fund Manager
Mr. Ratish Varier
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Fund Manager Profile
--
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Fund Information
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AMC
Sundaram Asset Management Company Limited
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Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
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Phone
+91 (22) 28583362/3367
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Fax
+91 (22) 22858 3156
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Email
customerservices@sundarammutual.com
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Website
www.sundarammutual.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032
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Phone
(040) 23312454 23320751 23320752
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Fax
(040) 23311968
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Email
customercare@karvy.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Bharti Airtel Ltd | 16285.62 | 11.27 |
| ITC Ltd | 12256.65 | 8.48 |
| Mahindra & Mahindra Ltd | 10415.81 | 7.21 |
| Hindustan UniLever Ltd | 7910.76 | 5.47 |
| Titan Company Ltd | 7207.73 | 4.99 |
| TREPS | 7171.22 | 4.96 |
| Maruti Suzuki India Ltd | 6741.73 | 4.66 |
| United Spirits Ltd | 6354.84 | 4.4 |
| Zomato Ltd | 6052.94 | 4.19 |
| Apollo Hospitals Enterprise Ltd | 5228.58 | 3.62 |
| Safari Industries (India) Ltd | 4853.49 | 3.36 |
| Trent Ltd | 4595.13 | 3.18 |
| Bajaj Holdings & Investment Ltd | 4327.77 | 2.99 |
| Kalyan Jewellers India Ltd | 3911.3 | 2.71 |
| Nestle India Ltd | 3807.59 | 2.63 |
| Avenue Supermarts Ltd | 3289.75 | 2.28 |
| Britannia Industries Ltd | 3274.4 | 2.27 |
| Info Edge (India) Ltd | 3116.8 | 2.16 |
| Jyothy Laboratories Ltd | 2755.29 | 1.91 |
| S.J.S. Enterprises Ltd | 2501.23 | 1.73 |
| Asian Paints Ltd | 2252.57 | 1.56 |
| Jubilant Foodworks Ltd | 2213.85 | 1.53 |
| TATA Consumer Products Ltd | 2163.52 | 1.5 |
| Electronics Mart India Ltd | 2110.64 | 1.46 |
| Brigade Enterprises Ltd | 2073.29 | 1.43 |
| Bajaj Auto Ltd | 2022.19 | 1.4 |
| United Breweries Ltd | 1897.91 | 1.31 |
| Devyani international limited | 1777.63 | 1.23 |
| Hero MotoCorp Ltd | 1729.57 | 1.2 |
| Varun Beverages Ltd | 1591.11 | 1.1 |
| Chalet Hotels Ltd | 800.64 | 0.55 |
| Go Fashion (India ) Ltd | 746.64 | 0.52 |
| Cash and Other Net Current Assets | 691.69 | 0.48 |
| TVS Motor Company Ltd | 394.77 | 0.27 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| FMCG | 27.98% |
| Automobile & Ancillaries | 16.47% |
| Retailing | 11.62% |
| Telecom | 11.27% |
| Diamond & Jewellery | 7.69% |
| Alcohol | 5.71% |
| Miscellaneous | 4.96% |
| Healthcare | 3.62% |
| Finance | 2.99% |
| IT | 2.16% |
| Chemicals | 1.56% |
| Agri | 1.5% |
| Realty | 1.43% |
| Hospitality | 0.55% |
| Others | 0.48% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Kotak Consumption Fund - Regular plan - Growth Option | 331.6 | 2.96 | -1.2 | -8.16 | 17 | 0 |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 1123.6 | 5.15 | 2.1 | -6.22 | 14.9 | 17.84 |
| Tata India Consumer Fund-Regular Plan-Growth | 1402.27 | 4.86 | 0.56 | -7.42 | 13.73 | 17.34 |
| BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option | 923.58 | 8.03 | 0.05 | -7.79 | 13.28 | 16.18 |
| HSBC Consumption Fund - Regular Growth | 911.47 | 4.4 | 1.58 | -7.49 | 12.85 | 0 |
| Aditya Birla Sun Life India Gennext Fund-Growth Option | 3440.09 | 5.57 | 3.94 | -6.06 | 12.67 | 15.47 |
| Nippon India Consumption Fund-Growth Plan-Growth Option | 353.84 | 6.4 | 3.35 | -5.75 | 11.75 | 19.11 |
| Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | 991.95 | 8.45 | 0.52 | -7.84 | 10.21 | 16.54 |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 2144.32 | 4.83 | 1.3 | -10.16 | 9.75 | 17 |
| UTI India Consumer Fund - Regular Plan - Growth Option | 457.5 | 5.17 | 1.51 | -8.97 | 9.27 | 13.06 |
Other Funds From - Sundaram Consumption Fund(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13129.32 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12713.29 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12619.32 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12465.38 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12425.29 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 12350.49 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 11820.86 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 11638.05 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 11332.71 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 11017.41 | 3.14 | -0.2 | -8.23 | 14.51 | 21.55 |