Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)
NAV as on 2018-11-30 · Equity · Sectoral/Thematic
AUM
₹1,294 Cr
1Y Return
-6.5%
3Y CAGR
+15.4%
5Y CAGR
+20.6%
Expense
2.18%
Risk
Very High
1Y Return
-6.5%
3Y CAGR
+15.4%
5Y CAGR
+20.6%
Since Inception
+4.9%
AI Fund Analysis
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NAV History
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52-Week NAV Range
23% from 52W low
Fund Information
Fund House
Sundaram Mutual Fund
Category
Equity - Sectoral/Thematic
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
Bharti Airtel Ltd
Communication Services
Mahindra & Mahindra Ltd
Consumer Cyclical
Hindustan Unilever Ltd
Consumer Defensive
ITC Ltd
Consumer Defensive
Titan Co Ltd
Consumer Cyclical
Eternal Ltd
Consumer Cyclical
Apollo Hospitals Enterprise Ltd
Healthcare
Maruti Suzuki India Ltd
Consumer Cyclical
Nestle India Ltd
Consumer Defensive
SJS Enterprises Ltd
Consumer Cyclical
Sector Allocation
Fundamentals
P/E Ratio
32.91
Cat avg: 37.10
P/B Ratio
5.92
Cat avg: 6.46
Dividend Yield
1.26%
Cat avg: 1.08%
Price/Sale
3.37
Price/Cash Flow
22.87
Risk Metrics (3Y)
Sharpe Ratio
0.55
Cat avg: 0.37
Sortino Ratio
0.82
Cat avg: 0.51
Beta
1.06
Cat avg: 0.97
Std Deviation
17.17%
Cat avg: 15.67%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Sundaram Consumption Inst IDCW-P | 1,294 | 2.18 | -6.5% | +15.4% | +20.6% |
| Aditya BSL Consumption IDCW-P | 5,478 | 1.83 | +1.8% | +12.8% | +11.9% |
| Mirae Asset Great Consumer Reg IDCW-P | 4,473 | 1.85 | +3.9% | +14.2% | +13.2% |
| ICICI Pru Bharat Consumption Reg IDCW-P | 2,769 | 2.01 | +1.5% | +13.0% | +13.2% |
| SBI Consumption Opportunities Reg IDCW-P | 2,644 | 1.99 | -3.4% | +11.7% | +14.6% |
| Axis Consumption Reg IDCW-P | 2,639 | 1.93 | +0.8% | - | - |
| Tata India Consumer Reg IDCW-P | 2,261 | 1.99 | +4.6% | +16.9% | +13.8% |
| Nippon India Consumption Bns | 2,186 | 1.97 | -2.1% | +13.1% | +14.8% |
| Canara Robeco Consumer Trends Reg IDCW-P | 1,705 | 2.07 | +2.2% | +13.9% | +12.6% |
| HSBC Consumption Reg IDCW-P | 1,685 | 2.10 | +5.8% | - | - |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.