Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (03 Oct 25)

98.71

AUM (in Cr)

₹ 1599.12

5 Years CAGR

% 19.31

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-1.55
0.30
10.06
-5.30
16.04
19.31
Nifty India Consumption
-1.24
3.01
12.96
-2.24
17.40
20.53
Sectoral/Thematic
0.65
-0.18
10.84
-1.53
21.15
23.19

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
% 2.18
Benchmark
Nifty India Consumption
AUM
₹ 1599.12
Inception Date
12 May 2006
Turnover Ratio
% 23.90
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

₹ 65593.02

No. of Schemes under this AMC

50

Phone

28569851

Email

ajithk@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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