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Sundaram Consumption Fund Payout of Income Distribution cum Capital Withdrawal
Equity consumption
Overview ( as on 08/05/25 )
NAV
₹28.48
Last change
₹-0.4 -0.01%
Fund Size (AUM)
1445.25 Cr
Performance
22.75% (5Y)
Fund Details
Sundaram Consumption Fund Payout of Income Distribution cum Capital Withdrawal
as of 08/05/25
AUM
1445.25 Cr
Expense Ratio
2.21 %
Benchmark
Nifty India Consumption TR INR
ISIN
INF903J01546
Fund Manager
Ratish Varier
Exit Load
0.5% if redeemed within 0-30 days
0% if redeemed after 30 days
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Consumption Fund Payout of Income Distribution cum Capital Withdrawal | 13.83% | 20.14% | 22.75% |
| Nifty India Consumption TR INR | 5.7% | 15.16% | 23.67% |
Top 10 Holdings
Bharti Airtel Ltd |
11.27% |
ITC Ltd |
8.48% |
Mahindra & Mahindra Ltd |
7.21% |
Hindustan Unilever Ltd |
5.47% |
Titan Co Ltd |
4.99% |
Maruti Suzuki India Ltd |
4.66% |
United Spirits Ltd |
4.4% |
Eternal Ltd |
4.19% |
Apollo Hospitals Enterprise Ltd |
3.62% |
Safari Industries (India) Ltd |
3.36% |
Sector Allocation
Consumer Cyclical |
42.5% |
Consumer Defensive |
33.15% |
Communication Services |
14.2% |
Healthcare |
3.83% |
Financial |
3.17% |
Basic Materials |
1.65% |
Real Estate |
1.52% |
Asset Allocation
-
95%
Equity
-
5%
Others
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0%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Related Funds
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Nippon India Consumption Gr
Equity consumption-
Returns
-
28.19% (5Y)
-
-
Sundaram Consumption Gr
Equity consumption-
Returns
-
23.23% (5Y)
-
-
Nippon India Consumption IDCW-P
Equity consumption-
Returns
-
27.68% (5Y)
-
-
Nippon India Consumption IDCW-R
Equity consumption-
Returns
-
27.68% (5Y)
-
-
Sundaram Consumption IDCW-P
Equity consumption-
Returns
-
22.75% (5Y)
-
-
Sundaram Consumption IDCW-R
Equity consumption-
Returns
-
22.75% (5Y)
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