Mutual Fund Details

Sundaram Consumption Fund Direct-Growth

Name: Sundaram Consumption Fund Direct-Growth
Brand: Sundaram Mutual Fund

Equity Consumption & Demand

NAV

₹90.2970

as on 23 Apr 2024, 10:15 PM

₹1.0307(1.15%)

Last Change

Scheme Ratings

rated by Value Research

Consumption & Demand

Rankings based on | as on Invalid date

Schemes Managed By

Ratish Varier

Fund Manager

Ashish Aggarwal

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,75,186

₹1,79,961

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹79,961

Profit (absolute return)

79.96%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

5.18%

In the last 6 months

12.46%

In the last 1 year

38.38%

In the last 3 years

79.96%

In the last 5 years

110.09%

In the last 10 years

392.85%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Consumption Fund Direct-Growth

as of 31 Mar 2024, 05:30 AM

₹1,365.69 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

1.34%

Expense Ratio

Plan

Growth

4.19%

Cash Holding

Benchmark

NIFTY India Consumption Total Return Index

Scheme Document

View

Benchmark

NIFTY India Consumption Total Return Index

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Sector

Consumer Staples

31.70%

₹432.86 Cr

Consumer Discretionary

20.13%

₹274.96 Cr

Automobile

13.13%

₹179.26 Cr

Services

10.36%

₹141.50 Cr

Communication

8.89%

₹121.38 Cr

Others

15.80%

₹215.78 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Sector

Consumer Staples

31.70%

₹432.86 Cr

Consumer Discretionary

20.13%

₹274.96 Cr

Automobile

13.13%

₹179.26 Cr

Services

10.36%

₹141.50 Cr

Communication

8.89%

₹121.38 Cr

Others

15.80%

₹215.78 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Company

ITC Ltd.

9.38%

₹128.10 Cr

Bharti Airtel Ltd.

8.89%

₹121.41 Cr

Kalyan Jewellers India Ltd.

7.70%

₹105.16 Cr

Titan Company Ltd.

7.11%

₹97.10 Cr

Hindustan Unilever Ltd.

6.66%

₹90.96 Cr

Others

60.26%

₹822.97 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Company

ITC Ltd.

9.38%

₹128.10 Cr

Bharti Airtel Ltd.

8.89%

₹121.41 Cr

Kalyan Jewellers India Ltd.

7.70%

₹105.16 Cr

Titan Company Ltd.

7.11%

₹97.10 Cr

Hindustan Unilever Ltd.

6.66%

₹90.96 Cr

Others

60.26%

₹822.97 Cr

View All

Funds in this Category

This fund's returns:

21.61%

Return Duration

3 Years

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About Sundaram Consumption Fund Direct-Growth

Sundaram Consumption Fund Direct-Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Ratish Varier and Ashish Aggarwal. It has an AUM of ₹1,365.69 Crores and the latest NAV decalared is ₹90.297 as on 24 Apr 2024 at 11:11 am.

Sundaram Consumption Fund Direct-Growth scheme return performance in last 1 year is 38.38%, in last 3 years is 79.96% and 417.39% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.