Sundaram Consumption Fund - IDCW - Regular 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 | Regular 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 as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) -5.72 -4.93 14.91 17.75 15.48 12.44
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 as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) May 12, 2006 14.91 17.75 15.48 2.19 1,584.13
Aditya Birla Sun Life India Gennext Fund -Regular - IDCW Aug 05, 2005 12.81 14.22 16.21 1.85 5,858.44
Mirae Asset Great Consumer Fund Regular IDCW Mar 29, 2011 10.71 16.89 17.46 1.86 4,152.25
ICICI Prudential Bharat Consumption Fund - IDCW Option Apr 12, 2019 11.21 18.02 17.22 1.99 3,176.82
SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 14, 1999 13.16 18.99 20.11 1.97 3,100.05
TATA India Consumer Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 14.11 17.53 17.85 1.99 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

  • 27/12/2010

  • 20/11/2006

  • 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 12-May-2006 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 ₹0.11(0.38%)yesterday to ₹28.0369.

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