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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
Expense Ratio: 2.25% As on (31-10-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,250.68 Cr As on (31-10-2022)
Turn over: 61% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
NAV as on 06-12-2022

64.5234

-0.19 (-0.3%)

CAGR Since Inception

11.97%

NIFTY 50 TRI 15.46%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
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RETURNS ANALYSIS

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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
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate consistent long-term returns by investing predominantly in equity/ equity related instruments of companies that focus on Rural India

Current Asset Allocation (%)

Indicators

Volatility 14.72
Sharp Ratio 0.6
Alpha -0.62
Beta 0.85
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 14.94 18.26 15.29 8.72 14.11
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 20.54 29.21 25.22 14.56 13.03
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 17.51 31.3 21.81 13.0 -
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 15.9 20.27 16.53 - -
Mahindra Manulife Rural Bharat and Consumption Yojana - Regular Plan - Growth 13-11-2018 14.24 18.9 15.12 - -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 12.2 22.48 20.2 15.65 16.17
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 11.43 23.05 17.84 13.7 16.48
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 9.78 21.29 17.84 13.82 16.71
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 8.69 18.39 17.53 10.69 -
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 2.77 16.15 14.34 9.81 11.09

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

9.67%

Others

10.76%

Large Cap

60.42%

Mid Cap

19.16%

Scheme Documents

FactSheet for the Month October - 2022

Monthly Portfolio Disclosure Equity & Fund of Funds-October-2022

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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