Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (28 Mar 25)

₹ 88.86

AUM (in Cr)

₹ 1398.19

5 Years CAGR

% 23.05

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
3.22
-8.93
-16.43
9.26
17.64
23.05
Nifty India Consumption
5.52
-5.57
-17.29
6.88
17.99
23.19
Sectoral/Thematic
-4.40
-14.48
-15.12
6.96
14.09
19.25

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
% 2.22
Benchmark
Nifty India Consumption
AUM
₹ 1398.19
Inception Date
12 May 2006
Turnover Ratio
% 23.30
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

₹ 68692.36

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

Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/Thematic
Connect with an
Expertquotes
Personalized investment strategies from leading experts