Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (22 May 25)

95.19

AUM (in Cr)

₹ 1532.37

5 Years CAGR

% 23.14

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
0.38
6.71
-1.23
11.78
20.89
23.14
Nifty India Consumption
-0.07
8.19
1.07
7.84
20.13
22.05
Sectoral/Thematic
2.89
8.73
0.18
7.33
22.17
27.45

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
₹ 1532.37
Inception Date
12 May 2006
Turnover Ratio
% 26.20
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

28569900

Email

babamj@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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