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Sundaram Consumption Fund - Growth has delivered CAGR and average rolling returns as follows :
|1 Year||3 Year||5 Year||9 Year|
|Average Rolling Returns(%)||18.42||15.28||14.43||13.66|
The Current NAV of Sundaram Consumption Fund - Growth is ₹77.76.
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 returns, as Funds portfolio is significantly different.
Sundaram Consumption Fund - Growth fund’s expense ratio is 2.22%
The process for redemption is
The AUM of Sundaram Consumption Fund - Growth is currently ₹1,282 Crores.
The Top three stocks are ITC, Hindustan Unilever and Bharti Airtel and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 33% and 55% of fund’s portfolio respectively.
Top three sectors of Sundaram Consumption Fund - Growth fund are FMCG, Consumer Durables and Auto accounting for 66% 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 Fund is Equity - Sectoral Fund - Consumption.
Ratish Varier and Ashish Agarwal manage the Sundaram Consumption Fund - Growth Fund.
Sundaram Consumption Fund - Growth current PE ratio is 58.25 and PB ratio is 13.26
The asset allocation of Sundaram Consumption Fund - Growth is Stocks : 95.12%, Debt : 4.90% and Gold : 0%
The minimum SIP amount for Sundaram Consumption Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Consumption Fund - Growth is Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days