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Sundaram Consumption Fund(G)

As on Apr-24-2024 change fund
83.49  up0.24 (0.28%)

fund objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2019-20202020-20212021-20222022-20232023-2024
NAV in Rs (as on 31-Mar-2024)31.8449.4455.8259.1481.32
Net Assets(Rs Crores) (as on 31-Mar-2024) 1302.54 1336.00 1144.26 1086.18 1365.69
Scheme Returns(%)(Absolute)-24.1659.1212.275.0436.57
B'mark Returns(%)(Absolute)NANANANANA
Category Rank25/3524/4739/5733/7645/90
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202415.777.4510.96-0.39
2022-2023-3.8919.26-2.04-5.63
2021-20228.348.50-1.37-2.61
2020-202117.508.1118.742.94
2019-2020-2.460.283.07-24.76
Top 10 holdings
company (%)
ITC Ltd.9.38 
Bharti Airtel Ltd.8.89 
Kalyan Jewellers India Ltd.7.70 
Titan Company Ltd.7.11 
Hindustan Unilever Ltd.6.66 
Mahindra & Mahindra Ltd.5.74 
Maruti Suzuki India Ltd.4.55 
United Spirits Ltd.3.99 
Nestle India Ltd.3.25 
Apollo Hospitals Enterprise Ltd.3.17 

Category

Sector Funds

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,365.69

portfolio price to book value

13.78

investing style?

Large Growth

fund manager?

Ratish Varier,Ashish Agarwal

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.22

Top 10 sectors
sectors (%)
Diamond & Jewellery14.81
Household & Personal Products11.72
Automobiles - Passenger Cars10.29
Consumer Food10.06
Cigarettes/Tobacco9.38
Telecommunication - Service Provider8.89
Breweries & Distilleries5.05
Retailing4.29
Hospital & Healthcare Services3.17
Finance - NBFC2.55

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Consumption Fund(G)Large-Growth 12-May-20061,365.6937.4920.6214.9816.4212.54
SBI Consumption Opp Fund-Reg(G)Large-Growth 01-Jan-20132,026.1837.5726.8119.1817.1116.49
Nippon India Consumption Fund(G)Large-Growth 30-Sep-2004731.1641.4126.3722.1816.1215.81
ICICI Pru Bharat Consumption Fund(G)Large-Growth 12-Apr-20192,283.1442.6025.0417.75NA17.60
Mirae Asset Great Consumer Fund-Reg(G)Large-Growth 29-Mar-20113,182.7339.9923.0818.6817.8517.42
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-20091,411.1439.8821.6220.0318.9916.84
Tata India Consumer Fund-Reg(G)Large-Growth 28-Dec-20151,895.3941.7121.5417.37NA17.40
Mahindra Manulife Consumption Fund-Reg(G)Large-Growth 13-Nov-2018159.0740.0821.0614.94NA14.10
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20054,796.8534.7420.2718.0218.1216.97
Baroda BNP Paribas India Consumption Fund-Reg(G)Large-Growth 10-Sep-20181,232.3937.6120.2719.51NA19.75
UTI India Consumer Fund-Reg(G)Large-Growth 30-Jul-2007584.1237.6018.8215.4012.6610.32
HSBC Consumption Fund-Reg(G)Large-Growth 31-Aug-20231,172.77NANANANA25.14
Quant Consumption Fund-Reg(G)Large-Growth 24-Jan-2024238.10NANANANA4.54
Kotak Consumption Fund-Reg(G)Large-Growth 16-Nov-2023508.35NANANANA10.94
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