Nov 19, 2024
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
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Consumption Fund (IDCW) | -5.42 | 12.43 | 23.68 | 16.54 |
| Benchmark - S&P BSE 500 | 6.26 | 0.22 | 6.39 | 3.77 |
| Category Average - BEST EQUITY PERFORMERS | -5.9 | 6.66 | 30.15 | 16.56 |
| Category Rank | 7/7 | 7/7 | 6/7 | 7/7 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nippon India Taiwan Equity Fund (IDCW) | 11.4604 | 2.98 | 25.58 | 0.00 | 0.00 | 364.14 | 2.43 | 500.00 | invest |
| Nippon India Taiwan Equity Fund (G) | 11.4604 | 2.98 | 25.58 | 0.00 | 0.00 | 364.14 | 2.43 | 500.00 | invest |
| SBI Automotive Opportunities Fund - Regular (G) | 9.6655 | 1.62 | 0.00 | 0.00 | 0.00 | 6,003.23 | 1.79 | 5,000.00 | invest |
| SBI Automotive Opportunities Fund - Regular (IDCW) | 9.6656 | 1.62 | 0.00 | 0.00 | 0.00 | 6,003.23 | 1.79 | 5,000.00 | invest |
| SBI Energy Opportunities Fund - Regular (G) | 10.1076 | -0.49 | 0.00 | 0.00 | 0.00 | 10,889.77 | 1.72 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Bharti Airtel | Oct 31, 2024 | 151.51 | 9.68 | -10.30 |
|
| Equity-ITC | Oct 31, 2024 | 146.21 | 9.35 | -5.66 |
|
| Equity-Titan Company | Oct 31, 2024 | 99.08 | 6.33 | 1.45 |
|
| Equity-Kalyan Jewellers | Oct 31, 2024 | 97.01 | 6.20 | -30.48 |
|
| Equity-M & M | Oct 31, 2024 | 95.63 | 6.11 | -11.84 |
|
| Equity-Hind. Unilever | Oct 31, 2024 | 88.54 | 5.66 | -14.54 |
|
| Reverse Repo-TREPS | Oct 31, 2024 | 80.30 | 5.13 | 29.75 |
|
| Equity-Maruti Suzuki | Oct 31, 2024 | 74.55 | 4.77 | -14.62 |
|
| Equity-Zomato Ltd | Oct 31, 2024 | 72.55 | 4.64 | -11.54 |
|
| Equity-United Spirits | Oct 31, 2024 | 65.72 | 4.20 | -8.86 |
|
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Consumption Fund (IDCW) |
| Contact Persone | : | Ratish Varier |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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