Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCWAnnual IDCW ReinvestmentIDCW-Annual

Fund Overview

NAV (07 Sep 26)

94.97

AUM (in Cr)

₹ 1494.67

5 Years CAGR

% 10.43

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-2.64
8.89
7.72
-5.93
8.58
10.43
Nifty India Consumption
3.32
8.66
1.62
3.78
14.75
14.35
Sectoral/Thematic
0.43
5.31
6.60
9.34
15.79
14.05

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
% 2.52
Benchmark
Nifty India Consumption
AUM
₹ 1494.67
Inception Date
12 May 2006
Turnover Ratio
% 68.30
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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
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