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 25.8783 0 07 December, 2023

Fund Details

Category Thematic-Consumption
Fund Type Open Ended
Investment Plan Dividend
Launch Date 12 May, 2006
Benchmark Nifty India Consumption TRI
Asset Size(Cr) 1283.3249799999999
ISIN No. INF903J01546
Turn over 57%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Expense Ratio 2.22
Fund Manager Ratish Varier, Ashish Aggarwal
Fund House Sundaram Mutual Fund

Investment Returns (As on 07 Dec, 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 Dec, 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 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 6.69%

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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