Sundaram Mutual Fund

Sundaram Consumption Fund (Formerly Known As Sundaram Rural and Consumption Fund Institutional Plan - Income Distribution Cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund

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

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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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Bharti Airtel Ltd131.1110.13%
2Mahindra & Mahindra Ltd118.809.18%
3ITC Ltd107.408.30%
4Titan Company Ltd84.046.50%
5Zomato Ltd74.215.74%
6Hindustan UniLever Ltd65.315.05%
7Apollo Hospitals Enterprise Ltd63.604.92%
8TREPS63.344.90%
9Maruti Suzuki India Ltd52.444.05%
10Nestle India Ltd50.683.92%

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