Good evening :)
Add to Watchlist
Share
Home
Portfolio
Search
GoldGold
More

Sundaram Consumption Fund(IDCW)

IDCW
32.931.03% (+0.34)

How to use scorecard? Learn more

Sundaram Consumption Fund(IDCW)

IDCW
EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 1,564 Cr
Very High RiskPrinciple investment will be at very high risk
32.931.03% (+0.34)

Price Chart

High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 1,564 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.3379.141.69
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4673.711.41

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.50%
0.50% on or before 30D Nil after 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty India Consumption - TRI

About Sectoral Fund - Consumption

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.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Consumption

Returns

Scheme

Ratios

Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife 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%

Price Comparison

Compare Sundaram Consumption Fund(IDCW) with any MF, ETF, stock or index
Compare Sundaram Consumption Fund(IDCW) with any MF, ETF, stock or index
Sundaram Consumption Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity4.83%95.17%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+15 moreTelecom ServicesPackaged Foods & MeatsFMCG - Household ProductsFour WheelersPrecious Metals, Jewellery & Watches46.68 %9.68 %9.72 %10.50 %10.88 %12.53 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2412.59%13.27%14.81%14.05%13.76%12.53%
Precious Metals, Jewellery & Watches as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 0.37 %

    Holdings

    9.68 %

    0.37 %
  • ITC Ltd
    ITC
    3M change : -0.02 %

    Holdings

    9.35 %

    -0.02 %
  • Titan Company Ltd
    TITAN
    3M change : 0.75 %

    Holdings

    6.33 %

    0.75 %

AMC Profile

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.

Fund Manager Profile

Ratish Varier

AUM:  ₹20,949.88 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Nikunj Gala

AUM:  ₹1,564.46 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

Loading...

Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.