Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (17 Dec 25)

29.38

AUM (in Cr)

₹ 1628.06

5 Years CAGR

% 8.71

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-4.03
-4.73
1.38
-2.27
9.47
8.71
Nifty India Consumption
-2.73
-2.40
6.82
6.42
17.64
17.05
Sectoral/Thematic
-2.34
-1.05
2.88
0.84
19.05
19.14

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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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