Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (29 Apr 25)

28.53

AUM (in Cr)

₹ 1445.25

5 Years CAGR

% 14.99

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
5.74
2.15
-2.89
4.26
9.78
14.99
Nifty India Consumption
5.50
4.18
-1.81
10.31
18.03
21.95
Sectoral/Thematic
3.14
2.05
-4.42
6.69
18.86
25.78

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
% 2.21
Benchmark
Nifty India Consumption
AUM
₹ 1445.25
Inception Date
12 May 2006
Turnover Ratio
% 23.30
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

28569900

Email

babamj@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