Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund House: Sundaram Mutual Fund
Category: Equity: Thematic-Consumption
Status: Open Ended Schemes
Launch Date: 12-05-2006
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY India Consumption TRI
Total Assets: 1445.78 As on (31-03-2025)
Expense Ratio: 2.21% As on (31-03-2025)
Turn over: 81.00% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
NAV as on 25-04-2025
93.4881
-1.3591
CAGR Since Inception
12.57%
NIFTY India Consumption TRI 14.78%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 11.6 | 18.4 | 22.51 | 14.22 | 12.57 |
| Nifty India Consumption TRI | 11.92 | 18.49 | 22.36 | 14.23 | 14.78 |
| Equity: Thematic-Consumption | 7.39 | 17.22 | 23.29 | 14.26 | 10.86 |
Funds Manager
Ratish Varier, Ashish Aggarwal
RETURNS CALCULATORS for Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Consumption Reg Gr | 12-05-2006 | 11.6 | 24.06 | 18.4 | 22.51 | 14.22 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 12.93 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata India Consumer Reg Gr | 05-12-2015 | 10.33 | 25.39 | 17.98 | 22.55 | 0.0 |
| BARODA BNP PARIBAS India Consumption Fund Reg Gr | 07-09-2018 | 10.08 | 23.21 | 16.92 | 22.08 | 0.0 |
| ABSL India GenNext Fund Gr | 05-08-2005 | 9.25 | 21.6 | 16.19 | 23.23 | 14.89 |
| Nippon India Consumption Gr Gr | 30-09-2004 | 8.97 | 24.25 | 19.86 | 27.62 | 14.62 |
| HSBC Consumption Fund Reg Gr | 31-08-2023 | 8.27 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | 8.08 | 0.0 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 7.12 | 22.63 | 17.68 | 23.78 | 15.52 |
| SBI Consumption Opportunities Reg Gr | 14-07-1999 | 6.61 | 21.18 | 17.22 | 27.71 | 15.3 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 11.59 | 0.63 | 0.15 | 0.9 | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |