Apr 19, 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) | 4.63 | 7.65 | 35.18 | 19.65 |
| Benchmark - S&P BSE 500 | 6.26 | 0.22 | 6.39 | 3.77 |
| Category Average - BEST EQUITY PERFORMERS | 4.44 | 19.76 | 43.1 | 21.56 |
| Category Rank | 7/6 | 4/6 | 7/6 | 8/6 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| DSP Banking & Financial Services Fund - Reg (G) | 10.0710 | 1.13 | 0.00 | 0.00 | 0.00 | 556.07 | 0.00 | 100.00 | invest |
| DSP Banking & Financial Services Fund - Reg (IDCW) | 10.0710 | 1.13 | 0.00 | 0.00 | 0.00 | 556.07 | 0.00 | 100.00 | invest |
| Groww Banking & Financial Services Fund-Reg (G) | 10.1025 | 1.04 | 0.00 | 0.00 | 0.00 | 33.18 | 0.00 | 500.00 | invest |
| Groww Banking & Financial Services Fund-Reg (IDCW) | 10.1025 | 1.04 | 0.00 | 0.00 | 0.00 | 33.18 | 0.00 | 500.00 | invest |
| Nippon India Taiwan Equity Fund (G) | 10.1036 | -5.20 | 27.81 | 0.00 | 0.00 | 453.89 | 2.47 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Nestle India | Mar 31, 2024 | 44.36 | 3.25 | 4.64 |
|
| Equity-Apollo Hospitals | Mar 31, 2024 | 43.26 | 3.17 | 0.06 |
|
| Equity-Hind. Unilever | Mar 31, 2024 | 90.98 | 6.66 | -3.97 |
|
| Equity-ITC | Mar 31, 2024 | 128.13 | 9.38 | 18.46 |
|
| Equity-M & M | Mar 31, 2024 | 78.34 | 5.74 | 16.34 |
|
| Equity-Titan Company | Mar 31, 2024 | 97.09 | 7.11 | 2.82 |
|
| Equity-Maruti Suzuki | Mar 31, 2024 | 62.18 | 4.55 | -4.19 |
|
| Equity-Bharti Airtel | Mar 31, 2024 | 121.38 | 8.89 | 14.96 |
|
| Equity-United Spirits | Mar 31, 2024 | 54.56 | 3.99 | 0.13 |
|
| Equity-Kalyan Jewellers | Mar 31, 2024 | 105.16 | 7.70 | 22.16 |
|
Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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