FAQ : Sundaram Consumption Fund - Growth - Direct Plan

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

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