Sundaram Consumption Fund Growth
Equity - Sectoral Fund - ConsumptionNA
Riskometer
Very High
AUM
1,398CR
NAV
88.788
Day Change
-0.9948%
Min SIP
₹1,000
Min Lumpsum
₹1,000
One Year Nav Chart
Returns
Invest
Value of
Years
This Scheme
Investment
₹12000
Cur. Value
₹11440.84
Gain
₹-559.16
CAGR
-8.8367%
CAGR as on
4/2/2025
Peer Comparison
Funds Name
Rating
Returns
Details
Exit Load
- 0.50% on or before 30 Days
- Nil after 30 Days
Benchmark
Nifty India Consumption - TRI
Expense Ratio
2.22%
Who is Eligible
Individuals
Lock-in Period
0 Years
YTM
NA
Portfolio Turnover
23.30%
Age
18 yrs 10 m 24 d
Modified Duration
NA
Avg Maturity
NA
Quarterly Returns of (%)
Year
Q1
Q2
Q3
Q4
2024
-0.48%
11.28%
15.68%
-7.64%
2023
-5.58%
14.99%
7.04%
10.92%
2022
-3.44%
-4.72%
17.86%
-0.79%
2021
2.53%
7.72%
8.58%
-1.4%
2020
-24.89%
20.41%
7.69%
17.61%
2019
2.22%
-2.47%
0.11%
4.12%
Fund Manager
Asset Allocation as on date: 2/27/2025
Equity 92.7%
Debt
Others 7.3%
Top Sector
Top Holdings
Telecom - Services
10.6%
Bharti Airtel Ltd
10.6%
Diversified Fmcg
13.9%
ITC Ltd
8.5%
Hindustan UniLever Ltd
5.5%
Automobiles
15.1%
Mahindra & Mahindra Ltd
7.1%
Maruti Suzuki India Ltd
5.0%
Bajaj Auto Ltd
1.5%
Hero MotoCorp Ltd
1.2%
TVS Motor Company Ltd
0.3%
Consumer Durables
13.2%
Titan Company Ltd
5.2%
Safari Industries (India) Ltd
3.8%
Kalyan Jewellers India Ltd
2.8%
Asian Paints Ltd
1.5%
Retailing
13.5%
Zomato Ltd
4.8%
Trent Ltd
3.0%
Info Edge (India) Ltd
2.2%
Avenue Supermarts Ltd
2.0%
Electronics Mart India Ltd
1.6%
Beverages
6.4%
United Spirits Ltd
4.2%
United Breweries Ltd
1.3%
Varun Beverages Ltd
0.9%
Finance
2.9%
Bajaj Holdings & Investment Ltd
2.9%
Healthcare Services
2.7%
Apollo Hospitals Enterprise Ltd
2.7%
Food Products
4.8%
Nestle India Ltd
2.6%
Britannia Industries Ltd
2.2%
Household Products
1.8%
Jyothy Laboratories Ltd
1.8%
Auto Components
1.7%
S.J.S. Enterprises Ltd
1.7%
Leisure Services
3.4%
Jubilant Foodworks Ltd
1.5%
Devyani international limited
1.4%
Chalet Hotels Ltd
0.5%
Realty
1.4%
Brigade Enterprises Ltd
1.4%
Agricultural Food & Other Products
1.3%
TATA Consumer Products Ltd
1.3%
Others
7.3%
TREPS
5.1%
Cash and Other Net Current Assets
2.2%
Scheme DocumentDisclaimer
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.