Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (21 Feb 25)

₹ 27.08

AUM (in Cr)

₹ 1518.44

5 Years CAGR

% 7.61

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-3.12
-5.69
-15.33
2.21
8.47
7.61
Nifty India Consumption
-2.66
-4.66
-11.18
7.86
16.48
16.74
Sectoral/Thematic
-8.43
-9.48
-5.05
14.84
15.98
20.68

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
₹ 1518.44
Inception Date
12 May 2006
Turnover Ratio
% 24.60
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
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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
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