Sundaram Consumption Fund(Formerly Known As Sundaram Rural and Consumption Fund Regular Plan - Growth)
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-5.64%
Cat. Avg.N/A
2Y
Fund-1.04%
Cat. Avg.N/A
3Y
Fund9.22%
Cat. Avg.N/A
5Y
Fund11.14%
Cat. Avg.N/A
10Y
Fund11.27%
Cat. Avg.N/A
SI
Fund11.66%
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 Aug, 25 | 60000 | 58905 | -1.8% | -3.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.16 L. | -3.0% | -3.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.86 L. | +3.1% | +2.1% |
| 5Y | 09 Aug, 21 | 3 L. | 3.71 L. | +23.5% | +8.5% |
| 10Y | 08 Aug, 16 | 6 L. | 10.53 L. | +75.4% | +10.9% |
| SI | 07 Jun, 06 | 12.10 L. | 49.23 L. | +306.9% | +12.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 94068 | -5.9% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 97657 | -2.3% | -1.2% |
| 3Y | 20 Jul, 23 | 1 L. | 1.30 L. | +30.3% | +9.2% |
| 5Y | 20 Jul, 21 | 1 L. | 1.70 L. | +69.6% | +11.1% |
| 10Y | 20 Jul, 16 | 1 L. | 2.91 L. | +191.0% | +11.3% |
| SI | 18 May, 06 | 1 L. | 9.27 L. | +827.3% | +11.7% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.