RV
Ratish VarierFund Manager Since 1 Jan 2022
EquityEquity - Consumption
Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl
3Y Annualised
15.45%
0.42% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.75%
0.42% 1D
Benchmark
Mirae Asset Great Consumer Regular Growth
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 10 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1398.19 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹100
Exit load
0.01%
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl
4.75%
2nd
Sundaram Consumption Fund Institutional Payout of Income Distribution cum Capital Wtdrwl
4.75%
3rd
Canara Robeco Consumer Trends Fund Instl Growth
1.15%
4th
ICICI Prudential Nifty FMCG ETF
-1.62%
5th
ICICI Prudential Nifty FMCG ETF
-2.95%
Fund Managers
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl
Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 14 years, having been launched on 2010-09-22. Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl has ₹1398.19 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl as of Fri Nov 30 2018 is ₹31.9314. The fund has an expense ratio of 2.19%, which is medium comparable to most other Equity funds.
Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl returns for the last 1 year are -6.49%. Since launch, it has delivered 15.15% average annual returns.
The Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl has the majority of its money invested in Communication Services, Consumer Defensive, Consumer Cyclical sectors.
Top 5 Holdings of Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl.
- Bharti Airtel Ltd: 10.55%
- ITC Ltd: 8.45%
- Mahindra & Mahindra Ltd: 7.13%
- Hindustan Unilever Ltd: 5.49%
- Titan Co Ltd: 5.18%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2010-09-22 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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