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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

(Erstwhile Sundaram Rural India Fund Dividend)

Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
Expense Ratio: 2.2% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,397.95 Cr As on (30-04-2024)
Turn over: 27
NAV (₹): 27.1053 ₹ -0.2 ( -0.7301%)
as on 13-05-2024
CAGR Since Inception - 11.79%
Nifty India Consumption TRI - 14.94%

Fund Managers

Ratish Varier, Ashish Aggarwal


Investment Objective

The scheme seeks to generate consistent long-term returns by investing predominantly in equity/ equity related instruments of companies that focus on Rural India

PERFORMANCE of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Scheme Performance (%) Data as on - 13-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 29.99 19.23 15.59 15.45 11.79
Nifty India Consumption TRI 35.19 22.01 19.04 15.64 14.94
Equity: Thematic-Consumption 33.3 21.34 19.28 16.51 15.73

RETURNS CALCULATOR for Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 14.73 1.42 5.44 0.19 - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Consumption Reg IDCW 12-05-2006 29.99 25.06 19.23 15.59 15.45
ICICI Pru Bharat Consumption Gr 09-04-2019 38.14 27.26 23.58 18.76 0.0
Nippon India Consumption Gr Gr 30-09-2004 37.8 29.76 25.55 23.77 16.04
Tata India Consumer Reg Gr 05-12-2015 35.86 27.42 21.28 18.89 0.0
Mahindra Manulife Consumption Fund Reg Gr 13-11-2018 34.67 26.85 19.32 16.29 0.0
Canara Robeco Consumer Trends Fund Reg Gr 14-09-2009 33.57 28.11 21.15 21.21 18.51
BARODA BNP PARIBAS India Consumption Fund Reg Gr 07-09-2018 32.55 25.4 19.76 20.55 0.0
Mirae Asset Great Consumer Reg Gr 29-03-2011 32.4 27.76 22.06 20.12 17.72
UTI India Consumer Reg Gr 30-07-2007 31.25 22.18 18.05 16.78 12.36
Sundaram Consumption Reg Gr 12-05-2006 30.62 25.71 19.64 16.22 16.09

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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