Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (17 Mar 26)

84.46

AUM (in Cr)

₹ 1457.55

5 Years CAGR

% 11.35

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-9.74
-12.70
-16.83
-1.87
12.63
11.35
Nifty India Consumption
-8.80
-10.83
-12.97
5.54
15.96
14.24
Sectoral/Thematic
-7.21
-6.57
-7.55
9.00
18.18
15.37

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
₹ 1457.55
Inception Date
12 May 2006
Turnover Ratio
% 19.00
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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

₹ 76570.40

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