- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Consumption Fund (Growth)
Formerly Sundaram Rural & Consumption Gr
Sundaram Consumption Fund (Growth)
₹ 73.1981
NAV (Sep 25)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 73.1981
NAV (Sep 25)
Fund Returns
Last 1Y | 12.8% |
Last 3Y | 22.8% |
Last 5Y | 12.7% |
Last 10Y | 17.2% |
Since Inception | 12.1% |
6 Month CAGR | 24.4% |
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 | 2.23 |
Launched (17y ago) | May 12, 2006 |
AUM in Crores | 1277.110 |
ISIN | INF903J01561 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty India Consumption TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.5 |
Standard Deviation (5yr) | 19.2 |
Beta (3yr) | 0.84 |
Beta (5yr) | 1.04 |
Sharpe Ratio (3yr) | 1.162 |
Sharpe Ratio (5yr) | 0.351 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Consumption Fund (Growth) | 10,02,516 | 2,69,904 | 12.7% | |
| 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
hindustan unilever ltd
7.3%itc ltd
7.2%kalyan jewellers india ltd
6.8%titan co ltd
6.2%bharti airtel ltd
6%Allocation by Sector
consumer cyclical
44.3%consumer defensive
32.3%communication services
10.5%basic materials
3.1%financial services
2.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.5% | 8.5% | ||
29.6% | 20.1% | ||
32.4% | 12.2% | ||
30.5% | 14.3% | ||
14.4% | 7.5% |
Sundaram Consumption Fund (G) Review
Sundaram Consumption Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 12.1% over a period of 17 years. The fund was previously known as Sundaram Rural & Consumption Gr. 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 (G) as of 9/25/2023 is ₹73.20 with the total AUM as of 9/26/2023 is ₹1277.11. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Consumption Fund (G) was launched on May 12, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Consumption Fund (G) 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 (G) 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 (G) is rated as a 1 fund in Equity and delivered 12.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Consumption Fund (G).
Frequently Asked Questions
What is Sundaram Consumption Fund (G)?
How to invest in Sundaram Consumption Fund (G)?
You can invest in Sundaram Consumption Fund (G) 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 (G)?
The minimum sip amount for Sundaram Consumption Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Consumption Fund (G) good to invest in?
As per Scripbox experts, Sundaram Consumption Fund (G) is a Not Recommended fund. You can investSundaram Consumption Fund (G) 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 (G)?
The expense ratio of the Sundaram Consumption Fund (G) is 2.23% for regular plan.