Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (05 Jan 26)

98.02

AUM (in Cr)

₹ 1628.06

5 Years CAGR

% 15.01

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-0.94
-0.70
-0.22
-2.63
16.27
15.01
Nifty India Consumption
-0.82
0.59
4.61
8.42
18.96
16.74
Sectoral/Thematic
1.19
3.20
2.82
4.39
20.44
18.89

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
% 2.17
Benchmark
Nifty India Consumption
AUM
₹ 1628.06
Inception Date
12 May 2006
Turnover Ratio
% 19.90
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Asset Class
Equity
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 74005.23

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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