• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Consumption Fund Institutional (RIDCW-A)

Formerly Sundaram Rural & Consumption Inst IDCW-R

Sundaram Mutual Fund

Sundaram Consumption Fund Institutional (RIDCW-A)

EquitySectoral / Thematic - Consumption

31.9314

NAV (Nov 30)

20.6%
5 Year CAGR
Scripbox Opinion
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

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

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

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
2.2
Launched (14y ago)
Sep 22, 2010
AUM in Crores
1393.034
ISIN
INF903J01587
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
Fund Managers

Ratish Varier

Fund Manager

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Consumption Fund Institutional (RIDCW-A)70%12,36,764 5,04,15220.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2018-11-30

Top Stock Holdings

bharti airtel ltd

9.7%
9.7%

itc ltd

9.2%
9.2%

mahindra & mahindra ltd

7.3%
7.3%

hindustan unilever ltd

6.8%
6.8%

kalyan jewellers india ltd

6.8%
6.8%
See all holdings

Allocation by Sector

consumer cyclical

38.7%
38.7%

consumer defensive

35%
35%

communication services

12%
12%

healthcare

2.9%
2.9%

real estate

2.4%
2.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,176 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.2%

8.9%

19.3%

21.1%

5.3%

4.9%

21.2%

13.4%

19.4%

%

Sundaram Consumption Fund Institutional (RIDCW-A) Review

Sundaram Consumption Fund Institutional (RIDCW-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-R. 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 (RIDCW-A) as of 11/30/2018 is ₹31.93 with the total AUM as of 6/18/2024 is ₹1393.034. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Consumption Fund Institutional (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A).

Frequently Asked Questions

What is Sundaram Consumption Fund Institutional (RIDCW-A)?

Sundaram Consumption Fund Institutional (RIDCW-A) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Consumption Fund Institutional (RIDCW-A)?

You can invest in Sundaram Consumption Fund Institutional (RIDCW-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 (RIDCW-A)?

The minimum sip amount for Sundaram Consumption Fund Institutional (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Consumption Fund Institutional (RIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Consumption Fund Institutional (RIDCW-A) is a Not Recommended fund. You can investSundaram Consumption Fund Institutional (RIDCW-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 (RIDCW-A)?

The expense ratio of the Sundaram Consumption Fund Institutional (RIDCW-A) is 2.2% for regular plan.