Jan 23, 2025
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 (IDCW) | -4.18 | -2.54 | 17.03 | 17 |
| Benchmark - S&P BSE 500 | 6.26 | 0.22 | 6.39 | 3.77 |
| Category Average - BEST EQUITY PERFORMERS | -4.32 | -3.86 | 16.92 | 16.12 |
| Category Rank | 4/10 | 5/10 | 6/10 | 7/10 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Invesco India Technology Fund - Regular (G) | 9.7700 | 3.28 | 0.00 | 0.00 | 0.00 | 352.25 | 0.00 | 1,000.00 | invest |
| Invesco India Technology Fund - Regular (IDCW) | 9.7700 | 3.28 | 0.00 | 0.00 | 0.00 | 352.25 | 0.00 | 1,000.00 | invest |
| WhiteOak Capital Digital Bharat Fund - Regular (G) | 9.9250 | 3.22 | 0.00 | 0.00 | 0.00 | 318.30 | 0.00 | 500.00 | invest |
| Motilal Oswal Digital India Fund - Regular (G) | 9.9602 | 3.21 | 0.00 | 0.00 | 0.00 | 772.41 | 2.29 | 500.00 | invest |
| Sundaram Fin Serv Opportunities-Ins(IDCW) | 33.8495 | -1.75 | 7.61 | 17.86 | 16.32 | 1,424.32 | 2.12 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| 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-Bharti Airtel | Nov 30, 2024 | 152.87 | 9.64 | 0.90 |
|
| Equity-Hind. Unilever | Nov 30, 2024 | 87.42 | 5.51 | -1.27 |
|
| Equity-Safari Inds. | Nov 30, 2024 | 63.48 | 4.00 | 17.12 |
|
| 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 |
|
| Reverse Repo-TREPS | Nov 30, 2024 | 86.60 | 5.46 | 7.85 |
|
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 19 December 2024 as the record date for ...
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 ...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Consumption Fund (IDCW) |
| 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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