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Sundaram Consumption Fund(G)

As on Mar-24-2023 change fund
58.86  up-0.43 (-0.72%)

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 year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)41.9831.8449.4455.8258.86
Net Assets(Rs Crores) (as on 24-Mar-2023) 2463.53 1302.54 1336.00 1144.26 1106.68
Scheme Returns(%)(Absolute)0.33-24.1659.1212.274.55
B'mark Returns(%)(Absolute)NANANANANA
Category Rank20/2825/3524/4739/5728/77
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-3.8919.26-2.04NA
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.8.85 
ITC Ltd.6.20 
Titan Company Ltd.6.06 
Bharti Airtel Ltd.5.93 
Maruti Suzuki India Ltd.5.52 
United Spirits Ltd.3.70 
Safari Industries (India) Ltd.3.37 
Crompton Greaves Consumer Elec...3.09 
State Bank Of India2.99 
Mahindra & Mahindra Ltd.2.75 

Category

Sector Funds

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,106.68

portfolio price to book value

12.28

investing style?

Large Growth

fund manager?

Ratish Varier,Ashish Agarwal

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.30

Top 10 sectors
sectors (%)
Household & Personal Products14.90
Consumer Food9.73
Diamond & Jewellery8.38
Automobiles - Passenger Cars8.27
Cigarettes/Tobacco6.20
Telecommunication - Service Provider5.93
Breweries & Distilleries5.20
Consumer Durables - Domestic Appliances4.57
Retailing3.04
Bank - Public2.99

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 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-20061,106.686.7726.157.8514.5711.07
SBI Consumption Opp Fund-Reg(G)Large-Growth 01-Jan-20131,185.928.8735.4211.4914.9514.31
Nippon India Consumption Fund(G)Large-Growth 30-Sep-2004312.7810.1633.7713.5212.9414.43
Mirae Asset Great Consumer Fund-Reg(G)Large-Growth 29-Mar-20111,989.066.8030.0912.4716.3715.44
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009935.375.8129.5313.8316.2915.05
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20053,217.573.2128.5912.1516.4315.84
Baroda BNP Paribas India Consumption Fund-Reg(G)Large-Growth 10-Sep-2018880.963.5825.31NANA15.60
ICICI Pru Bharat Consumption Fund(G)Large-Growth 12-Apr-20191,866.6710.0725.26NANA11.57
Tata India Consumer Fund-Reg(G)Large-Growth 28-Dec-20151,346.602.1424.989.25NA14.07
Mahindra Manulife Consumption Fund-Reg(G)Large-Growth 13-Nov-201854.313.4224.51NANA8.04
UTI India Consumer Fund-Reg(G)Large-Growth 30-Jul-2007436.37-0.8621.297.9510.628.57
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