Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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Thematic-Consumption NAV 23.4052 0 07 June, 2023

Fund Details

Category Thematic-Consumption
Fund Type Open Ended
Investment Plan Dividend
Launch Date 12 May, 2006
Benchmark NIFTY 500
Asset Size(Cr) 1086.18 (As on 31-03-2023)
Turn over 57%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.28% (As on 31-03-2023)
Fund Manager Ratish Varier, Ashish Aggarwal

Investment Returns (As on 07 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.49% 1.58% 1.64%
1 M 4% 4.02% 4.37%
3 M 1.26% 1.44% 2.48%
6 M -4.5% 0.35% -2.57%
1 Y 8.63% 7.25% 8.62%
2 Y 12.37% 12.49% 14.71%
3 Y 20.05% 23.79% 23.29%
5 Y 6.55% 12.46% 10.97%

Risk Mesasures (As on 07 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.73 1.42 5.44 0.19
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 1.79%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 8.63% 20.05% 6.55%

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