tortoise-icon tortoise-icon

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

  • Equity
  • Consumption Theme
  • Very High
  • Current NAV

    ₹27 0.0085%

    12-04-2024
  • Annual Returns

    38.27%

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now
  • Equity 98.19%
  • Others 1.83%

Market Cap

Allocation
Large Cap 61.77
Small Cap 18.84
Mid Cap 14.36
Others 3.22

Sector Allocation

Consumer Staples

Consumer Discretionary

Automobile

Services

Communication

Materials

Healthcare

Financial

Construction

Textiles

Metals & Mining

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
19-Feb-2018
Holdings PE Ratio
19-Feb-2018
1Y Return
ITC Ltd. Large Cap Consumer Staples (28.88) 8.9% 26.23 9.5%
Bharti Airtel Ltd. Large Cap Communication (51.6) 8.13% 83.82 58.37%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (91.09) 7.15% 83.25 314.63%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 7.1% 0 0%
Titan Company Ltd. Large Cap Consumer Discretionary (91.09) 6.78% 93.23 40.07%
Mahindra & Mahindra Ltd. Large Cap Automobile (45.01) 5.77% 23.11 71.55%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 4.11% 0 0%
Maruti Suzuki India Ltd. Large Cap Automobile (45.01) 4.08% 31.72 42.34%
Safari Industries (India) Ltd. Small Cap Consumer Discretionary (24.06) 3.68% 56.93 77.88%
Nestle India Ltd. Consumer Staples (67.71) 3.22% 0 30.16%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (93.27) 3.04% 116.66 48.43%
Bajaj Holdings & Investment Ltd. Large Cap Financial (10.67) 2.82% 0 0%
Asian Paints Ltd. Large Cap Materials 2.51% 0%
Varun Beverages Ltd. Large Cap Consumer Staples (104.18) 2.46% 87.99 92.5%
Info Edge (India) Ltd. Mid Cap Services (114.96) 2.15% 319.79 54.95%
Avenue Supermarts Ltd. Large Cap Services (26.29) 2.12% 8.72 63.23%
Emami Ltd. Small Cap Consumer Staples (59.8) 2.11% 27.63 26.88%
Brigade Enterprises Ltd. Small Cap Construction (121.41) 1.93% 73.06 104.9%
Britannia Industries Ltd. Large Cap Consumer Staples (67.71) 1.88% 53.04 11.44%
Electronics Mart India Ltd. Small Cap Services (54.51) 1.85% 0 -2.51%
Westlife Foodworld Ltd. Small Cap Services (69.24) 1.62% 145.21 17.63%
Greenpanel Industries Ltd. Small Cap Materials (29.03) 1.57% 21.71 16.19%
Bajaj Auto Ltd. Large Cap Automobile (44.67) 1.51% 34.65 111.32%
Devyani International Ltd. Mid Cap Services (69.24) 1.43% 170.89 7.19%
Page Industries Ltd. Mid Cap Textiles (49.04) 1.37% 0 -5.63%
Butterfly Gandhimathi Appliances Ltd. Small Cap Consumer Discretionary (79.98) 1.25% 0 -29.88%
Hatsun Agro Product Ltd. Mid Cap Consumer Staples (71.56) 1.23% 0 18.71%
Bata India Ltd. Small Cap Consumer Discretionary (74.45) 1.19% 67.47 -0.31%
SJS Enterprises Ltd. Small Cap Automobile (44.22) 1.16% 69.29 137.29%
Sheela Foam Ltd. Small Cap Consumer Discretionary (23.54) 1.1% 0 28.01%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 1.03% 132.81 16.13%
Eureka Forbes Ltd. Small Cap Metals & Mining (79.98) 0.71% 94.59 15.99%
Trent Ltd. Large Cap Services (134.52) 0.56% 172.68 198.28%
PVR Inox Ltd. Small Cap Services (33.88) 0.52% -58.76 -8.2%
Chalet Hotels Ltd. Small Cap Services (69.24) 0.15% 81.61 144.66%

Market Cap

Allocation
Others 1.83

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.05% 0%
Others Others -0.22% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan?

The top holdings of this fund are ITC Ltd., Bharti Airtel Ltd., Kalyan Jewellers India Ltd., Hindustan Unilever Ltd., Titan Company Ltd.

Top 5 Sector for Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan?

The major sectors of this fund are Consumer Staples, Consumer Discretionary, Automobile, Services, Communication.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully