Mutual Fund Research

Sundaram Consumption Fund(G)

As on Mar-28-2024 change fund
81.33  up0.59 (0.73%)

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 27-Mar-2024)31.8449.4455.8259.1480.74
Net Assets(Rs Crores) (as on 27-Mar-2024) 1302.54 1336.00 1144.26 1086.18 1365.00
Scheme Returns(%)(Absolute)-24.1659.1212.275.0435.60
B'mark Returns(%)(Absolute)NANANANANA
Category Rank25/3524/4739/5733/7643/90
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202415.777.4510.96NA
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.8.90 
Bharti Airtel Ltd.8.13 
Kalyan Jewellers India Ltd.7.15 
Hindustan Unilever Ltd.7.10 
Titan Company Ltd.6.78 
Mahindra & Mahindra Ltd.5.77 
United Spirits Ltd.4.11 
Maruti Suzuki India Ltd.4.08 
Safari Industries (India) Ltd.3.68 
Nestle India Ltd.3.22 

Category

Sector Funds

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,365.00

portfolio price to book value

13.45

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 (%)
Household & Personal Products13.98
Diamond & Jewellery13.93
Consumer Food10.21
Automobiles - Passenger Cars9.85
Cigarettes/Tobacco8.90
Telecommunication - Service Provider8.13
Retailing5.72
Breweries & Distilleries5.14
Hospital & Healthcare Services3.04
Finance - NBFC2.82

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

to go
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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-20061,365.0039.5618.5314.3716.4012.43
SBI Consumption Opp Fund-Reg(G)Large-Growth 01-Jan-20131,993.3537.4825.2418.0016.6816.08
Nippon India Consumption Fund(G)Large-Growth 30-Sep-2004699.4743.0724.7921.7315.6415.68
ICICI Pru Bharat Consumption Fund(G)Large-Growth 12-Apr-20192,239.5046.1123.71NANA17.58
Mirae Asset Great Consumer Fund-Reg(G)Large-Growth 29-Mar-20113,138.0041.6921.6117.8617.7917.20
Tata India Consumer Fund-Reg(G)Large-Growth 28-Dec-20151,858.2545.0620.5316.72NA17.26
Mahindra Manulife Consumption Fund-Reg(G)Large-Growth 13-Nov-2018146.9443.0120.1014.42NA13.65
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-20091,363.8841.9719.8318.9418.6816.66
Baroda BNP Paribas India Consumption Fund-Reg(G)Large-Growth 10-Sep-20181,202.8041.1119.0119.24NA19.66
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20054,688.3537.5618.7217.4318.0616.86
UTI India Consumer Fund-Reg(G)Large-Growth 30-Jul-2007569.4339.0516.7114.5812.5210.13
Quant Consumption Fund-Reg(G)Large-Growth 24-Jan-2024227.27NANANANA4.45
Kotak Consumption Fund-Reg(G)Large-Growth 16-Nov-2023490.25NANANANA7.06
HSBC Consumption Fund-Reg(G)Large-Growth 31-Aug-20231,158.56NANANANA19.78
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