- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Consumption Fund (G)
Sundaram Consumption Fund (G)
₹ 103.9195
NAV (Oct 15)
Sectoral / Thematic - Consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 103.9195
NAV (Oct 15)
Fund Returns
Last 1Y | 36.8% |
Last 3Y | 19.5% |
Last 5Y | 20.7% |
Last 10Y | 16.4% |
Since Inception | 13.5% |
6 Month CAGR | 25.7% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.
Expense Ratio | 2.17 |
Launched (0y ago) | 2.17 |
AUM in Crores | 1723.7 |
ISIN | INF903J01561 |
Lock-in | - |
Benchmark | NIFTY India Consumption Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.5 |
Beta | 0.8 |
Sharpe Ratio | 1.2 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Consumption Fund (G) | 12,38,825 | 5,06,213 | 20.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ITC Ltd.
9.4%Bharti Airtel Ltd.
9.3%Kalyan Jewellers India Ltd.
8.4%Mahindra & Mahindra Ltd.
7.5%Hindustan Unilever Ltd.
6%Allocation by Sector
Consumer Staples
33.4%Consumer Discretionary
18.4%Automobile
14.7%Services
9.6%Communication
9.3%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.6% | 22.3% | ||
16.4% | 15.1% | ||
10.4% | 8.5% | ||
5.7% | 5% | ||
16.4% | 12.1% |
Sundaram Consumption Fund (G) Review
Sundaram Consumption Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 13.519% over a period of 18 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Ashish Aggarwal, Nikunj Gala, Ratish Varier.
Nav of Sundaram Consumption Fund (G) as of 10/15/2024 is ₹103.92 with the total AUM as of 10/16/2024 is ₹1723.707527. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Consumption Fund (G) was launched on 2006-05-12. The category risk of the fund is Above Average.
The minimum SIP amount for Sundaram Consumption Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Consumption Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY India Consumption Total Return Index.
It is rated as a 1 fund in Equity and delivered 36.819% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Consumption Fund (G).
Frequently Asked Questions
What is Sundaram Consumption Fund (G)?
How to invest in Sundaram Consumption Fund (G)?
You can invest in Sundaram Consumption Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Consumption Fund (G)?
The minimum sip amount for Sundaram Consumption Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Consumption Fund (G) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Consumption Fund (G)?
The expense ratio of the Sundaram Consumption Fund (G) is 2.17% for regular plan.
What is the NAV of Sundaram Consumption Fund (G)?
Today's Sundaram Consumption Fund (G) NAV is ₹103.92.