Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (08 May 26)

23.90

AUM (in Cr)

₹ 1293.62

5 Years CAGR

% 5.35

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Consumption Fund
-2.59
-9.20
-21.25
-16.09
2.64
5.35
Nifty India Consumption
4.92
-1.31
-4.92
4.58
16.02
15.64
Sectoral/Thematic
6.46
2.25
1.15
11.42
19.19
16.46

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
% 2.20
Benchmark
Nifty India Consumption
AUM
₹ 1293.62
Inception Date
12 May 2006
Turnover Ratio
% 26.10
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 74954.10

No. of Schemes under this AMC

50

Phone

28569851

Email

ajithk@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

Sundaram Mutual Fundimage

Sundaram Consumption Fund

EquitySectoral/Thematic
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