Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
(Erstwhile Sundaram Rural India Fund Dividend)
Fund House: Sundaram Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 12-05-2006 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.18% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,564.46 Cr As on 31-10-2024(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. |
28.9208
0.21 (0.7095%)
12.26%
Benchmark: 14.99%
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
10 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 | 11.59 |
| Sharpe Ratio | 1.01 |
| Alpha | -0.81 |
| Beta | 0.73 |
| 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
12.77%
Others
5.62%
Large Cap
69.61%
Mid Cap
12.29%
