Sundaram Consumption Fund (Formerly Known As Sundaram Rural and Consumption Fund Institutional 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
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10Y
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SI
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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
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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 |
|---|
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 30 Nov, 18 | 1 L. | 1 L. | 0.0% | N/A |
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.