Overview ( as on 14/01/25 )

NAV
₹93.33
Last change
₹-0.22 -0.0%
Fund Size (AUM)
1584.13 Cr
Performance
16.43% (5Y)

Fund Details

logo
Sundaram Consumption Fund Growth
as of 14/01/25
AUM

1584.13 Cr

Expense Ratio

2.19 %

Benchmark

Nifty India Consumption TR INR

ISIN

INF903J01561

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 Growth 14.52% 16.07% 16.43%
Nifty India Consumption TR INR 15.81% 15.36% 19.07%

Top 10 Holdings

Bharti Airtel Ltd

9.42%

ITC Ltd

9.13%

Mahindra & Mahindra Ltd

6.65%

Titan Co Ltd

6.23%

Zomato Ltd

5.27%

Hindustan Unilever Ltd

5.14%

United Spirits Ltd

4.65%

Maruti Suzuki India Ltd

4.61%

Kalyan Jewellers India Ltd

4.05%

Safari Industries (India) Ltd

4.03%

Sector Allocation

Consumer Cyclical

45.63%

Consumer Defensive

33.21%

Communication Services

12.27%

Healthcare

3.0%

Financial

2.71%

Real Estate

1.73%

Basic Materials

1.44%

Asset Allocation

  • 96%

    Equity
  • 4%

    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

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Minimum SIP
1000
Minimum Lumpsum
5000
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