Formerly Sundaram Rural & Consumption Inst IDCW-R
₹ 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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 31.9314
NAV (Nov 30)
Last 1Y | -6.5% |
Last 3Y | 15.4% |
Last 5Y | 20.6% |
Last 10Y | NA |
Since Inception | 15.2% |
6 Month CAGR | -7% |
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 | 1365.003 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Consumption Fund Institutional (RIDCW-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.
itc ltd
8.9%bharti airtel ltd
8.1%kalyan jewellers india ltd
7.1%hindustan unilever ltd
7.1%titan co ltd
6.8%consumer cyclical
40.6%consumer defensive
34.1%communication services
10.8%basic materials
4.1%healthcare
3%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.3% | 8.7% | ||
22% | 20.4% | ||
19.9% | 12.8% | ||
18.1% | 14.7% | ||
10.9% | 7.5% |
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 3/28/2024 is ₹1365.003. 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).
What is Sundaram Consumption Fund Institutional (RIDCW-A)?
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 2.22% for regular plan.