Mutual Fund Research

Sundaram Consumption Fund(G)

As on Oct-04-2022 change fund
64.52  up1.35 (2.13%)

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 year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)41.0641.9831.8449.4455.82
Net Assets(Rs Crores) (as on 31-Mar-2022) 2354.78 2463.53 1302.54 1336.00 1144.26
Scheme Returns(%)(Absolute)10.710.33-24.1659.1212.27
B'mark Returns(%)(Absolute)NANANANANA
Category Rank138/35320/2825/3524/4739/57
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-3.8919.26NANA
2021-20228.348.50-1.37-2.61
2020-202117.508.1118.742.94
2019-2020-2.460.283.07-24.76
2018-20190.61-4.804.761.89
Top 10 holdings
company (%)
Hindustan Unilever Ltd.8.08 
Titan Company Ltd.6.52 
Varun Beverages Ltd.6.33 
Maruti Suzuki India Ltd.5.71 
HDFC Bank Ltd.5.50 
ICICI Bank Ltd.5.44 
Crompton Greaves Consumer Elec...4.38 
ITC Ltd.4.29 
Page Industries Ltd.3.93 
United Spirits Ltd.3.37 

Category

Sector Funds

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,246.88

portfolio price to book value

13.7

investing style?

Large Growth

fund manager?

Ratish Varier,Ashish Agarwal

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.27

Top 10 sectors
sectors (%)
Consumer Food11.44
Bank - Private10.94
Household & Personal Products9.63
Diamond & Jewellery8.30
Automobiles - Passenger Cars7.76
Breweries & Distilleries4.45
Consumer Durables - Domestic Appliances4.38
Cigarettes/Tobacco4.29
Textile3.93
Automobile Two & Three Wheelers3.13

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
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  • 10Y
  • maximum
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-20061,246.8810.3917.219.6414.9012.03
Nippon India Consumption Fund(G)Large-Growth 30-Sep-2004241.4514.9826.0716.8014.1715.36
SBI Consumption Opp Fund-Reg(G)Large-Growth 01-Jan-20131,059.9522.0022.7915.27NA15.66
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009925.917.9521.8615.6716.8516.28
Baroda BNP Paribas India Consumption Fund-Reg(G)Large-Growth 10-Sep-2018942.225.2320.56NANA19.60
Mirae Asset Great Consumer Fund-Reg(G)Large-Growth 29-Mar-20111,945.278.2120.0114.8317.0116.78
Tata India Consumer Fund-Reg(G)Large-Growth 28-Dec-20151,460.675.4118.9712.34NA16.59
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20053,076.093.9218.4513.7317.2716.72
ICICI Pru Bharat Consumption Fund(G)Large-Growth 12-Apr-20191,763.2310.8917.36NANA14.64
UTI India Consumer Fund-Reg(G)Large-Growth 30-Jul-2007458.305.0917.0311.3411.759.72
Mahindra Manulife Rural Bharat and Consumption Yojana-Reg(G)Large-Growth 13-Nov-201855.169.6515.92NANA11.07
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