Sundaram Consumption Fund Growth

• Alpha -5.29%
• Beta 0.95
• Sharpe Ratio1.16
• Std Deviation 13.54%
• Tracking Error 6.48%

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 1277.11 crores & has delivered CAGR of 12.19% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.23%. 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 Moderate & High respectively.

The top holdings of the fund include Hindustan Unilever, ITC, Kalyan Jewellers India & Titan Company.

The major sectors where the fund is invested are Personal & Household Prods., Tobacco, Retail (Specialty) & Food Processing.

Some of the similar funds are SBI Consumption Opportunities Fund Regular Plan Growth, Baroda BNP Paribas India Consumption Regular Growth, Canara Robeco Consumer Trends Fund Regular Plan Growth, Tata India Consumer Fund Regular Growth, Sundaram Consumption Fund Growth. Sundaram Consumption Fund Growth has a sharpe ratio of 1.16 & a standard deviation of 13.54%.