Sundaram Mutual Fund

Sundaram Consumption Fund Direct Plan Growth

₹ 102.28

NAV (Apr 25)

23.58%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

Sectoral / Thematic - Consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
1.32 %
Launched
-
AUM in Crores
1445.2
ISIN
INF903J01NH5
Lock-in (days)
No Lock-in
Benchmark
NIFTY India Consumption Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
15.2
Beta
0.8
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

ITC Ltd.

9.36%
9.364%

Bharti Airtel Ltd.

9.31%
9.312%

Kalyan Jewellers India Ltd.

8.44%
8.438%

Mahindra & Mahindra Ltd.

7.49%
7.492%

Hindustan Unilever Ltd.

5.99%
5.988%
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Allocation by Sector

Consumer Staples

28.32%
28.321892%

Services

16.87%
16.869541%

Automobile

16.75%
16.748814%

Consumer Discretionary

11.7%
11.697351%

Communication

10.55%
10.550989%
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Frequently Asked Questions

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