Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (29 Jul 26)

94.73

AUM (in Cr)

₹ 1422.23

5 Years CAGR

% 11.53

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
4.02
5.02
3.43
-2.79
10.16
11.53
Nifty India Consumption
4.93
4.88
6.19
3.80
13.70
14.68
Sectoral/Thematic
2.22
4.95
6.88
6.66
15.82
14.74

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
% 2.55
Benchmark
Nifty India Consumption
AUM
₹ 1422.23
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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
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