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Sundaram Consumption Fund Direct Plan - Growth Option

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previously known as Sundaram Rural & Consumption Dir Gr until

65.632 (0.596%)
NAV on February 03, 2023
Category Equity:
Equity - Consumption
Investment StyleBox
Large Growth
Total Assets 1,179 cr
Turnover Ratio 36.19%
Expense Ratio 1.45%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -2.16%
  • 1Y: 6.45%
  • 3M: -4.98%
  • 3Y: 12.57%
  • 6M: 0.26%
  • 5Y: 8.52%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Ratish Varier (Since about 1 year) Ashish Aggarwal (Since about 1 year)
ISIN INF903J01NH5
Fund Family Sundaram
P/E Ratio 40.00
P/B Ratio 7.23
Launch Date January 01, 2013
Benchmark IISL Nifty India Consumption TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs IISL Nifty India Consumption TR INR

Alpha -2.59
Beta 1.11
R-Squared 83.99
Info Ratio -0.29
Tracking Err 8.91
Sortino 0.604
Sharpe 0.445
Std Dev 21.650
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 2.71%
Industrial 2.03%
Technology 0.0%
Basic Materials 2.31%
Consumer Cyclical 42.82%
Utilities Services 0.0%
Healthcare Services 2.57%
Energy Services 0.00%
Communication Services 10.21%
Consumer Defensive 35.37%
Real Estate 1.98%
INVESTMENT OBJECTIVE

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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