Sundaram Consumption Fund (Formerly Known As Sundaram Rural and Consumption Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 2.17
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Consumption TRI
Inception: 20-03-2006
Exit Load: Nil
Fund Size:₹1,585.56 Cr
Performance
1Y
Fund-23.60%
Cat. Avg.N/A
2Y
Fund-13.62%
Cat. Avg.N/A
3Y
Fund-4.20%
Cat. Avg.N/A
5Y
Fund0.39%
Cat. Avg.N/A
10Y
Fund0.24%
Cat. Avg.N/A
SI
Fund4.30%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Ltd | 122.67 | 8.63% |
| 2 | Zomato Ltd | 112.81 | 7.93% |
| 3 | Mahindra & Mahindra Ltd | 103.36 | 7.27% |
| 4 | Titan Company Ltd | 93.67 | 6.59% |
| 5 | ITC Ltd | 80.04 | 5.63% |
| 6 | Apollo Hospitals Enterprise Ltd | 74.43 | 5.23% |
| 7 | Nestle India Ltd | 60.62 | 4.26% |
| 8 | Interglobe Aviation Ltd | 52.52 | 3.69% |
| 9 | S.J.S. Enterprises Ltd | 52.17 | 3.67% |
| 10 | TVS Motor Company Ltd | 47.85 | 3.36% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 55441 | -7.6% | -15.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.04 L. | -13.5% | -14.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.54 L. | -14.5% | -10.3% |
| 5Y | 08 Nov, 21 | 3 L. | 2.79 L. | -7.1% | -3.0% |
| 10Y | 07 Nov, 16 | 6 L. | 6.47 L. | +7.8% | +1.5% |
| SI | 07 Jun, 06 | 12.25 L. | 18.76 L. | +53.1% | +4.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 76398 | -23.6% | -23.6% |
| 2Y | 16 Oct, 24 | 1 L. | 74611 | -25.4% | -13.6% |
| 3Y | 16 Oct, 23 | 1 L. | 87913 | -12.1% | -4.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.02 L. | +1.7% | +0.3% |
| 10Y | 17 Oct, 16 | 1 L. | 1.03 L. | +3.1% | +0.3% |
| SI | 18 May, 06 | 1 L. | 2.36 L. | +136.2% | +4.3% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.