Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (27 May 26)

23.21

AUM (in Cr)

₹ 1427.62

5 Years CAGR

% 3.62

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-7.88
-9.27
-23.50
-20.33
0.79
3.62
Nifty India Consumption
-2.17
-2.30
-9.55
-0.83
13.44
14.00
Sectoral/Thematic
1.79
2.29
-0.20
5.91
18.43
15.51

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
% 2.14
Benchmark
Nifty India Consumption
AUM
₹ 1427.62
Inception Date
12 May 2006
Turnover Ratio
% 37.30
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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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