Sundaram Consumption Fund(G)

Scheme Returns

Category Returns

Riskometer

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)	0.38	2.81	0.78	6.32	-6.95	9.54	14.22	10.77	11.49
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.

Scheme Profile

Portfolio Details

Divident Details

Snapshot

Inception Date

12-May-2006
Initial Price

₹10
Entry Load

--
Size of Fund(in Cr.)

112,360.40
Scheme Plan

--
Scheme Class

Equity - Sectoral Fund - Consumption
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.

Scheme Type

Open ended scheme
Min. Investment

₹100
Exit Load

--
Latest NAV

89.1741
Fund Manager

Mr. Anuj Bansal
Fund Manager Profile

Before joining Sundaram, Mr. Bansal worked with JP Morgan Asset Management for six years as Global Co-Lead for the Consumer sector. Prior to that, he had valuable stints for more than a decade with Ambit Capital, Landmark Family Office, Hillhouse Capital and BofA, leading research across the global consumer and retail space.

Fund Information
AMC

Sundaram Asset Management Company Limited
Address

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
Phone

+91 (22) 28583362/3367
Fax

+91 (22) 22858 3156
Email

customerservices@sundarammutual.com
Website

www.sundarammutual.com

Registrar Agent
Registrar

KFin Technologies Limited
Address

301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
Phone

022 - 4617 0911
Fax
Email

investorsupport.mfs@kfintech.com
Website

https://mfs.kfintech.com/

Portfolio Details

Allocation

Equity : 3.6

Company	Market Value	hold percentage
Trent Ltd	5143.95	3.6

Sector	hold percentage
Retailing	3.6%
Company Market Value Holding Trent Ltd 5143.946 3.6

Divident Details

Scheme Name	Date	Dividend (%)
	No Data Found

Scheme Name	Asset Size	1M	3M	6M	1Y	3Y
Tata India Consumer Fund-Regular Plan-Growth	1402.27	1.8	12.92	-0.14	3.97	13.58
Kotak Consumption Fund - Regular plan - Growth Option	331.6	1.58	8.64	-5.39	2.55	0
ITI Bharat Consumption Fund - Regular Plan Plan - Growth	160.48	2.04	8.87	-3.17	0.84	0
HSBC Consumption Fund - Regular Growth	911.47	0.95	10	-2.9	0.08	0
LIC MF Consumption Fund-Regular Plan-Growth	517.53	0.69	8.11	-4.49	0	0
Union Consumption Fund - Regular Plan - Growth Option	331.66	1.2	7.93	0	0	0
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth	94.05	2.24	10.78	0	0	0
Invesco India Consumption Fund - Regular Plan - Growth Plan	511.94	4.18	16.08	2.57	0	0
Motilal Oswal Consumption Fund-Regular-Growth	1119.27	4.33	17.54	-0.56	0	0
Bank of India Consumption Fund - Regular - Growth	404.58	0.67	6.79	-5.47	-0.28	0

Scheme Name	Asset Size	1M	3M	6M	1Y	3Y
Sundaram Mid Cap Fund Regular Plan - Growth	13378.01	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	13344.99	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	13292.89	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	13235.84	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	13235.5	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	13129.32	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	12917.24	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	12818.1	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	12713.29	2.45	11.63	2.77	6.62	21.59
Sundaram Mid Cap Fund Regular Plan - Growth	12619.32	2.45	11.63	2.77	6.62	21.59