Sundaram Consumption Fund Growth
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- Rating 3
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)1393.03
- CAGR 33.12%
- Exit Load1.00%
- Expense ratio2.20%
- CategoryEquity
- Min Investment100
- Min SIP250
- Launch Date2006-05-12
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Bharti Airtel
- 135.63
- 9.74%
- ITC
- 127.57
- 9.16%
- Mahindra & Mahindra
- 102.19
- 7.34%
- Kalyan Jewellers India
- 95.35
- 6.84%
- Hindustan Unilever
- 95.03
- 6.82%
- Titan Company
- 82.80
- 5.94%
- Maruti Suzuki India
- 61.19
- 4.39%
- Treps
- 60.88
- 4.37%
- United Spirits
- 55.77
- 4.00%
- Emami
- 54.22
- 3.89%
Peer Comparison
Risk & Volitility
- Alpha -5.29%
- Beta 0.95
- Sharpe Ratio1.00
- Std Deviation 11.59%
- Tracking Error 6.48%
About Fund
The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.
The Sundaram Consumption Fund Growth has an AUM of 1393.03 crores & has delivered CAGR of 18.08% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.20%. The minimum investment in Sundaram Consumption Fund Growth is Rs 100 and the minimum SIP is Rs 250.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include Bharti Airtel, ITC, Mahindra & Mahindra & Kalyan Jewellers India.
The major sectors where the fund is invested are Personal & Household Prods., Communications Services, Tobacco & Constr. & Agric. Machinery.
Some of the similar funds are Canara Robeco Consumer Trends Fund Regular Plan Growth, Baroda BNP Paribas India Consumption Regular Growth, Tata India Consumer Fund Regular Growth, Sundaram Consumption Fund Growth, HSBC Consumption Fund Regular Growth. Sundaram Consumption Fund Growth has a sharpe ratio of 1.00 & a standard deviation of 11.59%.
