Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
(Erstwhile Sundaram Rural India Fund Growth)
Fund House: Sundaram Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 12-05-2006 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.22% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,398.19 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
86.1884
-0.28 (-0.323%)
12.17%
Benchmark: 14.28%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 7 Months
11 Years 1 Months
14 Years 9 Months
18 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate consistent long-term returns by investing predominantly in equity/ equity related instruments of companies that focus on Rural India
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.18 |
| Sharpe Ratio | 0.62 |
| Alpha | 0.64 |
| Beta | 0.91 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.35%
Others
3.57%
Large Cap
74.61%
Mid Cap
8.46%
