Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (19 Jun 26)

23.63

AUM (in Cr)

₹ 1387.62

5 Years CAGR

% 3.19

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
2.58
1.11
-19.81
-18.75
-0.34
3.19
Nifty India Consumption
2.76
9.83
-4.50
2.22
13.27
14.01
Sectoral/Thematic
3.70
12.34
2.42
7.35
17.39
15.39

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
₹ 1387.62
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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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