Sundaram Consumption Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 35.72 | 18.43 | 16.25 | 14.31 |
Average Rolling Returns(%) | 18.50 | 16.24 | 13.80 | 16.07 |
The Current NAV of Sundaram Consumption Fund - Growth - Direct Plan is ₹88.14.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
Sundaram Consumption Fund - Growth - Direct Plan fund’s expense ratio is 1.26%
The process for redemption is
The AUM of Sundaram Consumption Fund - Growth - Direct Plan is currently ₹1,365 Crores.
The Top three stocks are ITC, Bharti Airtel and Kalyan Jewell.India and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 38% and 59% of fund’s portfolio respectively.
Top three sectors of Sundaram Consumption Fund - Growth - Direct Plan fund are FMCG, Consumer Durables and Auto accounting for 67% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Consumption it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Consumption Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Consumption.
Ratish Varier and Ashish Agarwal manage the Sundaram Consumption Fund - Growth - Direct Plan Fund.
Sundaram Consumption Fund - Growth - Direct Plan current PE ratio is 68.37 and PB ratio is 13.64
The asset allocation of Sundaram Consumption Fund - Growth - Direct Plan is Stocks : 98.19%, Debt : 1.83% and Gold : 0%
The minimum SIP amount for Sundaram Consumption Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Consumption Fund - Growth - Direct Plan is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days