Formerly Sundaram Rural & Consumption IDCW-R
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.
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Outperformance Consistency metric has been Poor
NAV (Sep 22)
6 Month CAGR
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.
Launched (17y ago)
May 12, 2006
AUM in Crores
IISL Nifty India Consumption TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Consumption Fund (RIDCW-A)||9,77,005||2,44,393||11.7%|
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.
hindustan unilever ltd7.3%
kalyan jewellers india ltd6.8%
titan co ltd6.2%
bharti airtel ltd6%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 17,630 cr
₹ 11,197 cr
₹ 11,862 cr
₹ 10,089 cr
₹ 9,392 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Consumption Fund (RIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 11.9% over a period of 17 years. The fund was previously known as Sundaram Rural & Consumption IDCW-R. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Ratish Varier, Rohit Seksaria, S. Bharath.
Nav of Sundaram Consumption Fund (RIDCW-A) as of 9/22/2023 is ₹25.80 with the total AUM as of 9/23/2023 is ₹1277.11. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Consumption Fund (RIDCW-A) was launched on May 12, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Consumption Fund (RIDCW-A) is ₹1000 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 (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 IISL Nifty India Consumption TR INR.
Sundaram Consumption Fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 12% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Consumption Fund (RIDCW-A).
What is Sundaram Consumption Fund (RIDCW-A)?
How to invest in Sundaram Consumption Fund (RIDCW-A)?
You can invest in Sundaram Consumption Fund (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 (RIDCW-A)?
The minimum sip amount for Sundaram Consumption Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Consumption Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Consumption Fund (RIDCW-A) is a Not Recommended fund. You can investSundaram Consumption Fund (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 (RIDCW-A)?
The expense ratio of the Sundaram Consumption Fund (RIDCW-A) is 2.23% for regular plan.