Mutual Fund Details

Sundaram Consumption Fund Direct-Growth

Name: Sundaram Consumption Fund Direct-Growth
Brand: Sundaram Mutual Fund

Equity Consumption & Demand

NAV

₹105.3378

as on 26 Jul 2024, 10:45 PM

₹1.2757(1.23%)

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

₹1,75,398

₹1,80,227

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹80,227

Profit (absolute return)

80.23%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

14.53%

In the last 6 months

20.46%

In the last 1 year

37.80%

In the last 3 years

80.23%

In the last 5 years

158.53%

In the last 10 years

383.59%

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-Growth

as of 30 Jun 2024, 05:30 AM

₹1,494.81 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

1.29%

Expense Ratio

Plan

Growth

4.12%

Cash Holding

Benchmark

NIFTY India Consumption Total Return Index

Scheme Document

View

Benchmark

NIFTY India Consumption Total Return Index

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Sector

Consumer Staples

32.87%

₹491.36 Cr

Consumer Discretionary

18.82%

₹281.39 Cr

Automobile

14.87%

₹222.29 Cr

Services

9.73%

₹145.38 Cr

Communication

9.54%

₹142.67 Cr

Others

14.16%

₹211.66 Cr

View All

Sectors Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Sector

Consumer Staples

32.87%

₹491.36 Cr

Consumer Discretionary

18.82%

₹281.39 Cr

Automobile

14.87%

₹222.29 Cr

Services

9.73%

₹145.38 Cr

Communication

9.54%

₹142.67 Cr

Others

14.16%

₹211.66 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

Bharti Airtel Ltd.

9.54%

₹142.60 Cr

ITC Ltd.

8.50%

₹127.06 Cr

Kalyan Jewellers India Ltd.

8.23%

₹123.02 Cr

Mahindra & Mahindra Ltd.

7.82%

₹116.89 Cr

Hindustan Unilever Ltd.

6.75%

₹100.90 Cr

Others

59.16%

₹884.33 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

Bharti Airtel Ltd.

9.54%

₹142.60 Cr

ITC Ltd.

8.50%

₹127.06 Cr

Kalyan Jewellers India Ltd.

8.23%

₹123.02 Cr

Mahindra & Mahindra Ltd.

7.82%

₹116.89 Cr

Hindustan Unilever Ltd.

6.75%

₹100.90 Cr

Others

59.16%

₹884.33 Cr

View All

Funds in this Category

This fund's returns:

21.63%

Return Duration

3 Years

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About Sundaram Consumption Fund Direct-Growth

Sundaram Consumption Fund Direct-Growth 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 ₹1,494.81 Crores and the latest NAV decalared is ₹105.338 as on 27 Jul 2024 at 6:55 am.

Sundaram Consumption Fund Direct-Growth scheme return performance in last 1 year is 37.80%, in last 3 years is 80.23% and 496.26% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.