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-19.72%
Cat. Avg.N/A
2Y
Fund-11.99%
Cat. Avg.N/A
3Y
Fund-1.05%
Cat. Avg.N/A
5Y
Fund2.75%
Cat. Avg.N/A
10Y
Fund1.24%
Cat. Avg.N/A
SI
Fund4.46%
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 | 131.11 | 10.13% |
| 2 | Mahindra & Mahindra Ltd | 118.80 | 9.18% |
| 3 | ITC Ltd | 107.40 | 8.30% |
| 4 | Titan Company Ltd | 84.04 | 6.50% |
| 5 | Zomato Ltd | 74.21 | 5.74% |
| 6 | Hindustan UniLever Ltd | 65.31 | 5.05% |
| 7 | Apollo Hospitals Enterprise Ltd | 63.60 | 4.92% |
| 8 | TREPS | 63.34 | 4.90% |
| 9 | Maruti Suzuki India Ltd | 52.44 | 4.05% |
| 10 | Nestle India Ltd | 50.68 | 3.92% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 53916 | -10.1% | -20.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.03 L. | -14.5% | -15.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.56 L. | -13.1% | -9.3% |
| 5Y | 09 Aug, 21 | 3 L. | 2.86 L. | -4.5% | -1.9% |
| 10Y | 08 Aug, 16 | 6 L. | 6.62 L. | +10.3% | +1.9% |
| SI | 07 Jun, 06 | 12.10 L. | 19.00 L. | +57.0% | +4.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 80284 | -19.7% | -19.7% |
| 2Y | 16 Jul, 24 | 1 L. | 77458 | -22.5% | -12.0% |
| 3Y | 17 Jul, 23 | 1 L. | 96502 | -3.5% | -1.2% |
| 5Y | 16 Jul, 21 | 1 L. | 1.15 L. | +14.6% | +2.8% |
| 10Y | 18 Jul, 16 | 1 L. | 1.14 L. | +13.6% | +1.3% |
| SI | 18 May, 06 | 1 L. | 2.41 L. | +141.0% | +4.5% |
SIP Planner
Visualize how small monthly investments grow over time.
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%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.