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Business News/Market/Market Stats/    Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth

+
  • Equity
  • Equity - Consumption
  • Rating 3
  • Plan
85.24 -0.34 (-0.40%) NAV as on 27 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1397.95
  • CAGR 35.11%
  • Exit Load1.00%
  • Expense ratio2.22%
  • CategoryEquity
  • Min Investment100
  • Min SIP250
  • Launch Date2006-05-12

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 28 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 130.32
  • 9.32%
View More

Risk & Volitility

  • Alpha -5.29%
  • Beta 0.95
  • Sharpe Ratio1.15
  • Std Deviation 11.88%
  • 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 1397.95 crores & has delivered CAGR of 15.46% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.22%. 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 & Exceptional respectively.

 

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

 

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

 

Some of the similar funds are Canara Robeco Consumer Trends Fund Regular Plan Growth, Baroda BNP Paribas India Consumption Regular Growth, Tata India Consumer Fund Regular Growth, Sundaram Consumption Fund Growth, HSBC Consumption Fund Regular Growth. Sundaram Consumption Fund Growth has a sharpe ratio of 1.15 & a standard deviation of 11.88%.

FAQs about Sundaram Consumption Fund Growth

According to the morning star rating Sundaram Consumption Fund Growth has a Moderate risk & Exceptional return.
Sundaram Consumption Fund Growth is managed by Ratish Varier,Ashish Aggarwal.
The expense ratio of Sundaram Consumption Fund Growth is 2.22%.
The 5 year annualized return on Sundaram Consumption Fund Growth is 15.46% & it has generated 35.11% in the last 1 year.
The minimum investment in Sundaram Consumption Fund Growth is 100 Rs.
Sundaram Consumption Fund Growth has an AUM of 1397.95 crores.
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