Mutual Fund Details

Sundaram Consumption Fund Direct-IDCW Reinvestment

Name: Sundaram Consumption Fund Direct-IDCW Reinvestment
Brand: Sundaram Mutual Fund

Equity Consumption & Demand

NAV

₹31.8329

as on 21 Nov 2024, 10:50 PM

₹-0.2212(0.69%)

Last Change

Scheme Ratings

rated by Value Research

Consumption & Demand

Rankings based on | as on Invalid date

Schemes Managed By

Ratish Varier

Fund Manager

Nikunj Gala

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,58,287

₹1,62,601

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹62,601

Profit (absolute return)

62.60%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

1.55%

In the last 6 months

12.85%

In the last 1 year

24.46%

In the last 3 years

62.60%

In the last 5 years

137.16%

In the last 10 years

316.83%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Consumption Fund Direct-IDCW Reinvestment

as of 31 Oct 2024, 05:30 AM

₹1,564.46 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 0.5% if redeemed within 30 days

1.33%

Expense Ratio

Plan

Dividend

4.83%

Cash Holding

Benchmark

NIFTY India Consumption Total Return Index

Scheme Document

View

Benchmark

NIFTY India Consumption Total Return Index

Exit Load

Exit load of 0.5% if redeemed within 30 days

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Consumer Staples

30.40%

₹475.52 Cr

Consumer Discretionary

16.00%

₹250.29 Cr

Automobile

15.67%

₹245.14 Cr

Services

14.55%

₹227.57 Cr

Communication

9.68%

₹151.51 Cr

Others

13.71%

₹214.49 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Consumer Staples

30.40%

₹475.52 Cr

Consumer Discretionary

16.00%

₹250.29 Cr

Automobile

15.67%

₹245.14 Cr

Services

14.55%

₹227.57 Cr

Communication

9.68%

₹151.51 Cr

Others

13.71%

₹214.49 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

Bharti Airtel Ltd.

9.54%

₹149.25 Cr

ITC Ltd.

8.50%

₹132.98 Cr

Kalyan Jewellers India Ltd.

8.23%

₹128.76 Cr

Mahindra & Mahindra Ltd.

7.82%

₹122.34 Cr

Hindustan Unilever Ltd.

6.75%

₹105.60 Cr

Others

59.16%

₹925.53 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

Bharti Airtel Ltd.

9.54%

₹149.25 Cr

ITC Ltd.

8.50%

₹132.98 Cr

Kalyan Jewellers India Ltd.

8.23%

₹128.76 Cr

Mahindra & Mahindra Ltd.

7.82%

₹122.34 Cr

Hindustan Unilever Ltd.

6.75%

₹105.60 Cr

Others

59.16%

₹925.53 Cr

View All

Funds in this Category

This fund's returns:

17.56%

Return Duration

3 Years

SBI Consumption Opportunities Fund Direct-Growth

EquityConsumption & Demand

Nippon India Consumption Fund Direct-Growth

EquityConsumption & Demand

ICICI Prudential Bharat Consumption Fund Direct - Growth

EquityConsumption & Demand

About Sundaram Consumption Fund Direct-IDCW Reinvestment

Sundaram Consumption Fund Direct-IDCW Reinvestment is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Ratish Varier and Nikunj Gala. It has an AUM of ₹1,564.46 Crores and the latest NAV decalared is ₹31.833 as on 22 Nov 2024 at 4:44 am.

Sundaram Consumption Fund Direct-IDCW Reinvestment scheme return performance in last 1 year is 24.46%, in last 3 years is 62.60% and 490.77% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.