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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.33 | 79.14 | 1.69 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.46 | 73.71 | 1.41 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty India Consumption - TRI |
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Consumption Fund(IDCW) | 17.68% | 12.65% | 8.38% |
Aditya Birla SL India GenNext Fund(IDCW-Reinv) | 17.81% | 9.83% | 10.10% |
Axis Consumption Fund(IDCW) | — | — | — |
Mirae Asset Great Consumer Fund(IDCW) | 16.54% | 11.65% | 15.00% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
9.68 %
Holdings
9.35 %
Holdings
6.33 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,938.62 Cr.
Ratish Varier
AUM: ₹20,949.88 Cr.
|
Exp: 10yrs
Nikunj Gala
AUM: ₹1,564.46 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%