- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A)
Formerly Sundaram Rural & Consumption Inst IDCW-P
Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A)
₹ 31.9314
NAV (Nov 30)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 31.9314
NAV (Nov 30)
Fund Returns
Last 1Y | -6.5% |
Last 3Y | 15.4% |
Last 5Y | 20.6% |
Last 10Y | NA |
Since Inception | 15.2% |
6 Month CAGR | -7% |
Scheme Information
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.
Expense Ratio | 2.22 |
Launched (14y ago) | Sep 22, 2010 |
AUM in Crores | 1365.691 |
ISIN | INF903J01579 |
Lock-in | No Lock-in |
Benchmark | Nifty India Consumption TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.2 |
Standard Deviation (5yr) | 15.7 |
Beta (3yr) | 0.99 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 0.55 |
Sharpe Ratio (5yr) | 0.835 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) | 12,36,764 | 5,04,152 | 20.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
itc ltd
9.4%bharti airtel ltd
8.9%kalyan jewellers india ltd
7.7%titan co ltd
7.1%hindustan unilever ltd
6.7%Allocation by Sector
consumer cyclical
40.2%consumer defensive
33.7%communication services
11.7%basic materials
3.8%healthcare
3.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
22.8% | 20.7% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
21% | % |
Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) Review
Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 15.2% over a period of 13 years. The fund was previously known as Sundaram Rural & Consumption Inst IDCW-P. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Ratish Varier, Rohit Seksaria.
Nav of Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) as of 11/30/2018 is ₹31.93 with the total AUM as of 4/28/2024 is ₹1365.691. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) was launched on Sep 22, 2010. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty India Consumption TR INR.
Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) is rated as a 1 fund in Equity and delivered -6.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A).
Frequently Asked Questions
What is Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A)?
How to invest in Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A)?
You can invest in Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A)?
The minimum sip amount for Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) is a Not Recommended fund. You can investSundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A)?
The expense ratio of the Sundaram Consumption Fund Institutional ital Wtdrwl (PIDCW-A) is 2.22% for regular plan.