Sundaram Consumption Fund - IDCW - Direct Plan

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  • 0.38 %Nav, as on 30-01-2025

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  • Net Change on 30-01-2025

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) -5.65 -4.73 15.91 18.80 16.49 15.40
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty India Consumption - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Jan 02, 2013 15.91 18.80 16.49 1.34 1,584.13
Aditya Birla Sun Life India Gennext Fund -DIRECT - IDCW Jan 01, 2013 14.06 15.51 17.55 0.82 5,858.44
Mirae Asset Great Consumer Fund Direct IDCW Jan 01, 2013 12.31 18.64 19.26 0.45 4,152.25
ICICI Prudential Bharat Consumption Fund - Direct Plan - IDCW Option Apr 12, 2019 12.28 19.03 18.51 1.08 3,176.82
SBI Consumption Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 14.40 20.28 21.40 0.90 3,100.05
TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 15.57 19.05 19.36 0.73 2,475.28

Fund Holdings as on 31-December-2024

  • Bharti Airtel Ltd

  • ITC Ltd

  • Mahindra & Mahindra Ltd

  • Titan Company Ltd

  • Zomato Ltd

  • Hindustan UniLever Ltd

  • United Spirits Ltd

  • Maruti Suzuki India Ltd

  • TREPS

  • Kalyan Jewellers India Ltd

  • Safari Industries (India) Ltd

  • Trent Ltd

  • Apollo Hospitals Enterprise Ltd

  • Bajaj Holdings & Investment Ltd

  • Varun Beverages Ltd

  • Info Edge (India) Ltd

  • Nestle India Ltd

  • S.J.S. Enterprises Ltd

  • Britannia Industries Ltd

  • Avenue Supermarts Ltd

  • Brigade Enterprises Ltd

  • Electronics Mart India Ltd

  • Jubilant Foodworks Ltd

  • Eicher Motors Ltd

  • Bajaj Auto Ltd

  • Asian Paints Ltd

  • Jyothy Laboratories Ltd

  • United Breweries Ltd

  • TATA Consumer Products Ltd

  • Hatsun Agro Product Ltd

  • Devyani international limited

  • Chalet Hotels Ltd

  • Cash and Other Net Current Assets

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  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Diamond & Jewellery

  • Consumer Food

  • Telecommunication - Service Provider

  • Cigarettes/Tobacco

  • Retailing

  • Breweries & Distilleries

  • e-Commerce

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Finance - NBFC

  • BPO/ITeS

  • Auto Ancillary

  • Construction - Real Estate

  • Paints

  • Tea/Coffee

  • Hotel, Resort & Restaurants

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Most Recent Dividend

  • 07/10/2024

  • 06/11/2023

  • 10/11/2022

  • 29/04/2021

  • 18/03/2020

  • 13/12/2019

  • 28/08/2019

  • 22/05/2019

  • 13/02/2019

  • 14/11/2018

  • 10/08/2018

  • 29/05/2018

  • 27/03/2018

  • 09/03/2018

  • 10/11/2017

  • 10/08/2017

  • 05/05/2017

  • 15/02/2017

  • 25/11/2016

  • 08/08/2016

  • 05/05/2014

  • Cash

  • Equity

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About Sundaram Consumption Fund

Scheme Analysis

Sundaram Consumption Fund is a Equity - Sectoral Fund - Consumption fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹1,584.13 crore. Sundaram Consumption Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty India Consumption - TRI as secondary index.

The NAV of Sundaram Consumption Fund ended up ₹0.12(0.38%)yesterday to ₹31.1265.

Among its top 3 holdings the fund has exposure to Bharti Airtel Ltd, and

The Sundaram Consumption Fund is managed by Ratish Varier .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156