Dec 12, 2024
The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Consumption Fund (G) | 3.16 | 10.23 | 25.72 | 19.08 |
| Benchmark - S&P BSE 500 | 6.26 | 0.22 | 6.39 | 3.77 |
| Category Average - BEST EQUITY PERFORMERS | 3.96 | 7.88 | 30.49 | 18.84 |
| Category Rank | 6/5 | 7/5 | 6/5 | 7/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| SBI Technology Opportunities Fund (IDCW) | 139.6400 | 0.57 | 39.47 | 13.90 | 29.15 | 4,585.67 | 1.89 | 5,000.00 | invest |
| SBI Technology Opportunities Fund (G) | 231.8886 | 0.57 | 39.47 | 13.90 | 29.13 | 4,585.67 | 1.89 | 5,000.00 | invest |
| Franklin Asian Equity Fund (G) | 29.1810 | 0.51 | 21.94 | -1.25 | 4.30 | 245.50 | 0.00 | 5,000.00 | invest |
| Franklin Asian Equity Fund (IDCW) | 13.7740 | 0.51 | 21.94 | -1.25 | 4.30 | 245.50 | 0.00 | 5,000.00 | invest |
| Edelweiss Recently Listed IPO Fund (IDCW) | 28.4394 | -1.38 | 29.37 | 10.35 | 24.35 | 973.95 | 2.27 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Bharti Airtel | Nov 30, 2024 | 152.87 | 9.64 | 0.90 |
|
| Equity-ITC | Nov 30, 2024 | 142.61 | 8.99 | -2.47 |
|
| Equity-M & M | Nov 30, 2024 | 103.96 | 6.56 | 8.71 |
|
| Equity-Titan Company | Nov 30, 2024 | 98.53 | 6.21 | -0.55 |
|
| Equity-Hind. Unilever | Nov 30, 2024 | 87.42 | 5.51 | -1.27 |
|
| Reverse Repo-TREPS | Nov 30, 2024 | 86.60 | 5.46 | 7.85 |
|
| Equity-Zomato Ltd | Nov 30, 2024 | 83.95 | 5.29 | 15.72 |
|
| Equity-Maruti Suzuki | Nov 30, 2024 | 74.54 | 4.70 | -0.02 |
|
| Equity-United Spirits | Nov 30, 2024 | 69.34 | 4.37 | 5.52 |
|
| Equity-Safari Inds. | Nov 30, 2024 | 63.48 | 4.00 | 17.12 |
|
Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Consumption Fund (G) |
| Contact Persone | : | Ratish Varier |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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