Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (19 Aug 26)

25.43

AUM (in Cr)

₹ 1494.67

5 Years CAGR

% 4.14

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
6.23
10.40
-2.12
-15.63
0.52
4.14
Nifty India Consumption
3.32
8.66
1.62
3.78
14.75
14.35
Sectoral/Thematic
0.82
5.85
5.70
6.36
16.24
14.48

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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
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