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

Sundaram Consumption Fund(IDCW)

IDCW
34.700.26% (-0.09)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Sundaram Consumption Fund(IDCW)

IDCW
EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 1,723 Cr
Very High RiskPrinciple investment will be at very high risk
34.700.26% (-0.09)

Price Chart

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

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquitySectoral Fund - Consumption
Mid-size FundAssets Under Mgmt: ₹ 1,723 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.3269.712.66
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4872.142.59

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)20.02%12.70%8.96%
Aditya Birla SL India GenNext Fund(IDCW-Reinv)30.58%11.07%10.82%
Mirae Asset Great Consumer Fund(IDCW)33.74%13.71%15.97%
Axis Consumption Fund(IDCW)———

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

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
Cash & EquivalentsEquity2.96%97.04%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+15 morePackaged Foods & MeatsTelecom ServicesFour WheelersPrecious Metals, Jewellery & WatchesFMCG - Household Products41.53 %9.29 %9.63 %10.95 %14.29 %14.30 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 2416.17%15.04%14.39%11.72%14.11%14.30%
FMCG - Household Products 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 : 0.09 %

    Holdings

    9.63 %

    0.09 %
  • ITC Ltd
    ITC
    3M change : 0.71 %

    Holdings

    9.21 %

    0.71 %
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : 0.47 %

    Holdings

    8.70 %

    0.47 %

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

    ₹ 68,623.79 Cr.

Fund Manager Profile

Ratish Varier

AUM:  ₹21,301.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Nikunj Gala

AUM:  ₹1,723.71 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.