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Sundaram Consumption Fund(G)

As on Dec-08-2023 change fund
78.72  up-0.30 (-0.38%)

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 31-Mar-2023)41.9831.8449.4455.8259.14
Net Assets(Rs Crores) (as on 31-Mar-2023) 2463.53 1302.54 1336.00 1144.26 1086.18
Scheme Returns(%)(Absolute)0.33-24.1659.1212.275.04
B'mark Returns(%)(Absolute)NANANANANA
Category Rank20/2825/3524/4739/5733/76
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202415.777.45NANA
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.7.27 
Hindustan Unilever Ltd.7.02 
Bharti Airtel Ltd.6.79 
Titan Company Ltd.6.61 
Kalyan Jewellers India Ltd.6.20 
Mahindra & Mahindra Ltd.5.52 
Maruti Suzuki India Ltd.5.01 
Safari Industries (India) Ltd.4.05 
United Spirits Ltd.3.89 
Nestle India Ltd.3.49 

Category

Sector Funds

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,348.52

portfolio price to book value

13.43

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 Products15.16
Diamond & Jewellery12.81
Automobiles - Passenger Cars10.53
Consumer Food9.97
Cigarettes/Tobacco7.27
Telecommunication - Service Provider6.79
Retailing5.27
Breweries & Distilleries4.90
Paints2.80
Hospital & Healthcare Services2.79

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-20061,348.5222.1419.3114.8717.0412.45
SBI Consumption Opp Fund-Reg(G)Large-Growth 01-Jan-20131,790.9222.0927.2018.0217.0916.05
Nippon India Consumption Fund(G)Large-Growth 30-Sep-2004594.4318.8425.1220.8415.4515.42
Mirae Asset Great Consumer Fund-Reg(G)Large-Growth 29-Mar-20112,644.0025.1123.4318.2517.9017.30
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-20091,260.9919.8321.4618.9318.8016.44
ICICI Pru Bharat Consumption Fund(G)Large-Growth 12-Apr-20192,037.1525.7921.21NANA16.52
Tata India Consumer Fund-Reg(G)Large-Growth 28-Dec-20151,762.5525.9420.4815.24NA17.11
Baroda BNP Paribas India Consumption Fund-Reg(G)Large-Growth 10-Sep-20181,131.1821.5219.8519.12NA19.27
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20054,377.3217.5219.7017.4818.0816.82
Mahindra Manulife Consumption Fund-Reg(G)Large-Growth 13-Nov-2018111.9818.9018.7712.59NA12.46
UTI India Consumer Fund-Reg(G)Large-Growth 30-Jul-2007538.7715.0615.5013.1912.219.78
HSBC Consumption Fund-Reg(G)Large-Growth 31-Aug-20231,038.95NANANANA9.46
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