Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (20 Dec 24)

₹ 96.64

AUM (in Cr)

₹ 1585.66

5 Years CAGR

% 18.55

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
3.21
-5.50
9.75
23.58
20.53
18.55
Nifty India Consumption
0.55
-12.26
1.73
23.81
19.83
19.03
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

To generate consistent long-term returns by investing predominantly in equity/equity related instruments of companies that are focusing on Rural India.

Expense Ratio
% 2.19
Benchmark
Nifty India Consumption
AUM
₹ 1585.66
Inception Date
12 May 2006
Turnover Ratio
% 27.70
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Asset Class
Equity
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 67164.09

No. of Schemes under this AMC

53

Phone

28583362, 28583367

Email

dhirent@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

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Sundaram Consumption Fund

EquitySectoral/Thematic
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