Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
(Erstwhile Sundaram Rural India Fund Growth)
Fund House: Sundaram Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 12-05-2006 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.18% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 1,595.84 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis. |
95.4618
-1.18 (-1.2309%)
12.49%
Benchmark: 14.76%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equityrelated instruments of companies engaged in rural and/or consumption business
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.61 |
| Sharpe Ratio | 0.83 |
| Alpha | 1.09 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 12-05-2006 | 0.09 | 16.82 | 15.55 | 18.93 | 13.16 |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 5.19 | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 2.74 | - | - | - | - |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | 0.88 | 18.78 | - | - | - |
| Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | 14-09-2009 | 0.77 | 17.07 | 15.88 | 21.07 | 14.73 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.6%
Others
5.05%
Large Cap
74.18%
Mid Cap
7.19%
