Sundaram Consumption Fund (Formerly Known Assundaram Rural and Consumption Fund Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 1.31
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty India Consumption TRI
Inception: 20-03-2006
Exit Load: Nil
Fund Size:₹1,585.56 Cr
Performance
1Y
Fund-18.82%
Cat. Avg.N/A
2Y
Fund-11.09%
Cat. Avg.N/A
3Y
Fund-0.22%
Cat. Avg.N/A
5Y
Fund3.74%
Cat. Avg.N/A
10Y
Fund2.30%
Cat. Avg.N/A
SI
Fund5.75%
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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 54265 | -9.6% | -19.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.04 L. | -13.6% | -14.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.59 L. | -11.7% | -8.2% |
| 5Y | 09 Aug, 21 | 3 L. | 2.94 L. | -2.0% | -0.8% |
| 10Y | 08 Aug, 16 | 6 L. | 6.97 L. | +16.2% | +3.0% |
| SI | 07 Jan, 13 | 8.15 L. | 11.00 L. | +34.9% | +4.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 81179 | -18.8% | -18.8% |
| 2Y | 18 Jul, 24 | 1 L. | 78723 | -21.3% | -11.3% |
| 3Y | 17 Jul, 23 | 1 L. | 99352 | -0.6% | -0.2% |
| 5Y | 19 Jul, 21 | 1 L. | 1.21 L. | +21.2% | +3.9% |
| 10Y | 18 Jul, 16 | 1 L. | 1.26 L. | +26.0% | +2.3% |
| SI | 02 Jan, 13 | 1 L. | 2.13 L. | +113.4% | +5.8% |
SIP Planner
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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.