Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (10 Jul 26)

24.05

AUM (in Cr)

₹ 1387.62

5 Years CAGR

% 3.18

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
6.52
-2.75
-10.53
-18.90
-0.31
3.18
Nifty India Consumption
5.95
4.97
-2.00
0.87
13.07
14.07
Sectoral/Thematic
5.80
8.08
4.58
5.30
17.12
15.12

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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