Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (14 Jan 26)

94.98

AUM (in Cr)

₹ 1583.53

5 Years CAGR

% 13.96

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-2.69
-3.79
-2.18
1.77
15.65
13.96
Nifty India Consumption
-1.82
-1.89
3.14
10.36
18.27
15.58
Sectoral/Thematic
-0.83
0.42
1.07
8.36
19.52
17.70

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
% 2.16
Benchmark
Nifty India Consumption
AUM
₹ 1583.53
Inception Date
12 May 2006
Turnover Ratio
% 22.30
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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
Connect with an
Expertquotes
Personalized investment strategies from leading experts