-
Sundaram Consumption IDCW-R
Equity consumption
Overview ( as on 10/03/25 )
NAV
₹26.2
Last change
₹0.06 +0.0%
Fund Size (AUM)
1398.19 Cr
Performance
15.42% (5Y)
Fund Details
Sundaram Consumption IDCW-R
as of 10/03/25
AUM
1398.19 Cr
Expense Ratio
2.19 %
Benchmark
Nifty India Consumption TR INR
ISIN
INF903J01553
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 IDCW-R | 6.99% | 18.86% | 15.42% |
| Nifty India Consumption TR INR | -0.41% | 12.65% | 17.93% |
Top 10 Holdings
Bharti Airtel Ltd |
10.55% |
ITC Ltd |
8.45% |
Mahindra & Mahindra Ltd |
7.13% |
Hindustan Unilever Ltd |
5.49% |
Titan Co Ltd |
5.18% |
Maruti Suzuki India Ltd |
5.0% |
Zomato Ltd |
4.77% |
United Spirits Ltd |
4.17% |
Safari Industries (India) Ltd |
3.75% |
Trent Ltd |
2.99% |
Sector Allocation
Consumer Cyclical |
44.42% |
Consumer Defensive |
32.66% |
Communication Services |
13.72% |
Financial |
3.1% |
Healthcare |
2.93% |
Basic Materials |
1.62% |
Real Estate |
1.55% |
Asset Allocation
-
93%
Equity
-
7%
Others
-
0%
Debt
Risk and Return Category
Risk v/s Category
-
Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
-
Low
-
Below Average
-
Average
-
Above Average
-
High
Related Funds
-
Nippon India Consumption IDCW-R
Equity consumption-
Returns
-
21.08% (5Y)
-
-
Sundaram Consumption Gr
Equity consumption-
Returns
-
15.87% (5Y)
-
-
Tata India Consumer Reg IDCW-R
Equity consumption-
Returns
-
17.98% (5Y)
-
-
Sundaram Consumption IDCW-R
Equity consumption-
Returns
-
15.42% (5Y)
-
-
SBI Consumption Opportunities Reg IDCW-R
Equity consumption-
Returns
-
20.45% (5Y)
-
-
Canara Robeco Consumer Trends Reg Gr
Equity consumption-
Returns
-
17.93% (5Y)
-
