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Sundaram Consumption Fund(G)

As on Sep-17-2024 change fund
103.74  up0.45 (0.44%)

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
2024-202511.72NANANA
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
Top 10 holdings
company (%)
Bharti Airtel Ltd.9.63 
ITC Ltd.9.21 
Kalyan Jewellers India Ltd.8.70 
Mahindra & Mahindra Ltd.6.03 
Hindustan Unilever Ltd.5.97 
Titan Company Ltd.5.59 
Maruti Suzuki India Ltd.4.92 
United Spirits Ltd.4.35 
Emami Ltd.3.83 
Safari Industries (India) Ltd.3.75 

Category

Sector Funds

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,629.47

portfolio price to book value

14.3

investing style?

Large Growth

fund manager?

Ratish Varier,Nikunj Gala

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.17

Top 10 sectors
sectors (%)
Household & Personal Products14.30
Diamond & Jewellery14.29
Automobiles - Passenger Cars10.95
Telecommunication - Service Provider9.63
Consumer Food9.29
Cigarettes/Tobacco9.21
Breweries & Distilleries5.39
Retailing4.99
e-Commerce3.24
Hospital & Healthcare Services2.89

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-20061,629.4739.7721.3721.9516.2913.59
SBI Consumption Opp Fund-Reg(G)Mid-Growth 01-Jan-20132,853.9043.4928.2126.6318.0917.97
Nippon India Consumption Fund(G)Mid-Growth 30-Sep-20041,700.5444.4124.1728.6816.5016.65
ICICI Pru Bharat Consumption Fund(G)Mid-Growth 12-Apr-20192,736.6741.0224.1523.36NA20.12
Mirae Asset Great Consumer Fund-Reg(G)Mid-Growth 29-Mar-20114,233.2142.9622.2124.7318.0018.72
Mahindra Manulife Consumption Fund-Reg(G)Mid-Growth 13-Nov-2018322.2645.0421.3421.75NA16.84
Tata India Consumer Fund-Reg(G)Mid-Growth 28-Dec-20152,371.4446.3721.2023.99NA19.62
Canara Rob Consumer Trends Fund-Reg(G)Mid-Growth 14-Sep-20091,759.9643.0120.4325.4318.5717.77
Baroda BNP Paribas India Consumption Fund-Reg(G)Mid-Growth 10-Sep-20181,519.5744.7220.3225.00NA22.71
Aditya Birla SL India GenNext Fund(G)Mid-Growth 05-Aug-20056,010.6738.0218.5222.8717.9217.78
UTI India Consumer Fund-Reg(G)Mid-Growth 30-Jul-2007727.6245.4217.6121.4412.9811.42
HSBC Consumption Fund-Reg(G)Mid-Growth 31-Aug-20231,541.6552.73NANANA50.39
Kotak Consumption Fund-Reg(G)Mid-Growth 16-Nov-2023899.09NANANANA45.30
Quant Consumption Fund-Reg(G)Mid-Growth 24-Jan-2024338.19NANANANA19.04
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