Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (18 Aug 26)

97.25

AUM (in Cr)

₹ 1494.67

5 Years CAGR

% 12.15

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
6.17
10.56
3.56
-1.38
10.99
12.15
Nifty India Consumption
3.32
8.66
1.62
3.78
14.75
14.35
Sectoral/Thematic
1.16
6.65
4.66
7.36
16.37
14.56

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
% 48.60
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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
Connect with an
Expert
Personalized investment strategies from leading experts