• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Consumption Fund (Growth)

Formerly Sundaram Rural & Consumption Gr

Sundaram Mutual Fund

Sundaram Consumption Fund (Growth)

EquitySectoral / Thematic - Consumption

64.5182

NAV (Dec 02)

8.6%
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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Outperformance Consistency

Satisfactory

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

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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

64.5182

NAV (Dec 2)

Fund Returns

Last 1Y

12.3%

Last 3Y

15.1%

Last 5Y

8.6%

Last 10Y

14.3%

Since Inception

11.9%

6 Month CAGR

16.1%

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

2.25

Launched (16y ago)

May 12, 2006

AUM in Crores

1250.679

ISIN

INF903J01561

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.5

Standard Deviation (5yr)

19.4

Beta (3yr)

1.13

Beta (5yr)

1.06

Sharpe Ratio (3yr)

0.573

Sharpe Ratio (5yr)

0.261

YTM

0

Fund Managers

Ratish Varier

Fund Manager

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Ashish Aggarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

hindustan unilever ltd

9.6%
9.6%

treps

8.6%
8.6%

titan co ltd

6.5%
6.5%

maruti suzuki india ltd

5.2%
5.2%

itc ltd

5.1%
5.1%
See all holdings

Allocation by Sector

consumer cyclical

36.4%
36.4%

consumer defensive

32.1%
32.1%

communication services

6.7%
6.7%

financial services

6.2%
6.2%

industrials

2.4%
2.4%
See all sectors

Compare Sundaram Consumption Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.4%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    Sundaram Consumption Fund (G) Review

    Sundaram Consumption Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 11.9% over a period of 16 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 12/2/2022 is ₹64.52 with the total AUM as of 12/4/2022 is ₹1250.679. 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 12.3% 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)?

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

    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 2.25% for regular plan.