Sundaram Consumption Fund Growth

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Equity
Equity - Consumption
Rating 3
Plan

85.87 -0.31 (-0.36%) NAV as on 13 Mar, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1398.19
CAGR 9.15%
Exit Load0.50%
Expense ratio2.19%
CategoryEquity
Min Investment100
Min SIP250
Launch Date2006-05-12

Asset Allocation

Holdings As On - 17 March 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Bharti Airtel
147.53
10.55%

Itc
118.16
8.45%

Mahindra & Mahindra
99.66
7.13%

Hindustan Unilever
76.71
5.49%

Titan Company
72.41
5.18%

Treps
70.70
5.06%

Maruti Suzuki India
69.90
5.00%

Zomato
66.66
4.77%

United Spirits
58.25
4.17%

Peer Comparison

Fund Name
Sundaram Consumption Fund Growth9.15%
Baroda BNP Paribas India Consumption Regular Growth7.9%
HSBC Consumption Fund Regular Growth10.15%
Kotak Consumption Fund Regular Growth15.42%
HDFC Non-Cyclical Consumer Fund Regular Growth10.85%

Risk & Volitility

Alpha -5.29%
Beta 0.95
Sharpe Ratio0.62
Std Deviation 15.16%
Tracking Error 6.48%

About Fund

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.

The Sundaram Consumption Fund Growth has an AUM of 1398.19 crores & has delivered CAGR of 17.40% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.19%. The minimum investment in Sundaram Consumption Fund Growth is Rs 100 and the minimum SIP is Rs 250.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bharti Airtel, Itc, Mahindra & Mahindra & Hindustan Unilever.

The major sectors where the fund is invested are Communications Services, Tobacco, Personal & Household Prods. & Constr. & Agric. Machinery.

Some of the similar funds are Sundaram Consumption Fund Growth, Baroda BNP Paribas India Consumption Regular Growth, HSBC Consumption Fund Regular Growth, Kotak Consumption Fund Regular Growth, HDFC Non-Cyclical Consumer Fund Regular Growth. Sundaram Consumption Fund Growth has a sharpe ratio of 0.62 & a standard deviation of 15.16%.