FAQ : Sundaram Consumption Fund - Growth

Sundaram Consumption Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 34.56 17.37 15.26 13.43
Average Rolling Returns(%) 17.53 16.05 14.19 13.67

The Current NAV of Sundaram Consumption Fund - Growth is ₹81.33.

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

  • 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 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 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 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 68.37 and PB ratio is 13.64

The asset allocation of Sundaram Consumption Fund - Growth is Stocks : 98.19%, Debt : 1.83% 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

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