Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (06 Feb 26)

26.32

AUM (in Cr)

₹ 1583.53

5 Years CAGR

% 5.65

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-4.18
-13.96
-10.16
-8.09
6.79
5.65
Nifty India Consumption
-3.84
-4.18
0.58
6.68
17.85
15.34
Sectoral/Thematic
-2.78
-1.01
2.83
7.64
19.78
17.11

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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

₹ 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
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