No NFO data available for this page.
3 Year return
19.5%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1397.95 Cr.
Expense Ratio
1.32% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| M & M | 6.29 % |
| Maruti Suzuki | 4.52 % |
| United Spirits | 4.05 % |
| Safari Inds. | 3.73 % |
| Emami | 3.72 % |
| Nestle India | 3.03 % |
| Apollo Hospitals | 2.89 % |
| Varun Beverages | 2.52 % |
| Asian Paints | 2.49 % |
| Bajaj Holdings | 2.45 % |
| Info Edg.(India) | 2.39 % |
| Brigade Enterpr. | 1.94 % |
| Electronics Mart | 1.83 % |
| Westlife Food | 1.79 % |
| Avenue Super. | 1.77 % |
| Britannia Inds. | 1.76 % |
| Bajaj Auto | 1.63 % |
| Devyani Intl. | 1.51 % |
| Page Industries | 1.36 % |
| Greenpanel Inds. | 1.26 % |
| United Breweries | 1.21 % |
| Hatsun Agro | 1.2 % |
| Bata India | 1.13 % |
| SJS Enterprises | 1.12 % |
| TREPS | 1.04 % |
| Butterfly Gan Ap | 0.95 % |
| Eureka Forbes | 0.87 % |
| Trent | 0.62 % |
| Chalet Hotels | 0.14 % |
| Net CA & Others | -0.22 % |
| Company Name | Percentage Hold |
|---|---|
| Bharti Airtel | 9.35% |
| ITC | 9.32% |
| Kalyan Jewellers | 7.27% |
| Titan Company | 6.56% |
| Hind. Unilever | 6.51% |
Sundaram Mutual Fund Managers
RV
Ratish Varier
Fund Manager since Apr 2015
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
|
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
|
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
0 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About the Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
The Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is a sectoral equity fund managed by Sundaram Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. The fund invests in a portfolio of stocks of companies that are involved in the consumption sector. The consumption sector includes companies that produce goods and services that are essential for people's daily lives, such as food, beverages, personal care products, and durable goods. The fund has a medium risk profile, making it suitable for investors who are looking for growth potential in the consumption sector.
Investment Objectives of the Scheme
The investment objective of the LIC MF Large Cap Fund Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares of large-cap companies. The investment objective of the Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is to generate long-term capital appreciation by investing in a portfolio of equity shares of companies in the consumption sector.
Key Features of The Fund
| 5-year return | 16.02% |
| Expense Ratio | 1.32% |
| Fund Manager | Ratish Varier |
| Fund Size | ₹1397.95 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is a good option for investors who are looking for growth potential in the consumption sector. However, the fund is not suitable for investors who are looking for a low-risk investment.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
