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: 100.0
Minimum Topup: 100.0
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Turn over: 24% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP;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.

97.2942

12.63%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
11 Years 1 Months
14 Years 9 Months
18 Years 3 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 15.01
Sharpe Ratio 1.06
Alpha 1.57
Beta 0.9
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 1.63 17.8 17.91 19.9 13.72
HSBC Consumption Fund - Regular Growth 31-08-2023 7.02 - - - -
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 4.51 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 3.17 19.06 19.38 21.39 -
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 2.82 19.5 - - -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 2.43 17.97 18.37 21.88 15.15
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 1.1 16.01 16.77 21.02 14.49
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 -0.32 17.26 17.84 20.87 -
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 -0.92 16.33 18.67 22.39 15.16
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 -1.98 16.19 16.65 19.94 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.6%

Others

5.05%

Large Cap

74.18%

Mid Cap

7.19%

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