Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (03 Sep 25)

100.26

AUM (in Cr)

₹ 1576.40

5 Years CAGR

% 19.15

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
3.78
4.89
16.58
-0.65
16.55
19.15
Nifty India Consumption
4.94
8.72
22.54
3.17
17.11
20.55
Sectoral/Thematic
1.66
2.77
17.23
-1.51
19.94
22.66

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
₹ 1576.40
Inception Date
12 May 2006
Turnover Ratio
% 25.40
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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