Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Sundaram Consumption Fund - Direct Plan
|
Very High
|
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1.30 |
|||
Very High
|
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0.41 |
||||
Very High
|
Please wait... |
0.94 |
||||
Very High
|
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1.16 |
||||
Very High
|
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0.67 |
₹1,582 Cr
1.00 (365)
100
100
100
6
Investment Strategy
The scheme seeks 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.
Suitability
This is a fund that invests mainly in the shares of consumer-facing companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other consumption-themed fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Sundaram Consumption Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Consumption Fund - Direct Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Consumption Fund - Direct Plan is ₹104.7600 as of 15-Aug-2024.
The AUM of Sundaram Consumption Fund - Direct Plan Fund is ₹1,582 Cr as of 31-Jul-2024
The riskometer level of Sundaram Consumption Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
9.36
|
|
9.31
|
|
8.44
|
|
7.49
|
|
5.99
|
As of 31-Jul-2024, Sundaram Consumption Fund - Direct Plan had invested 95.41% in Equity and 4.59% in Cash & Cash Eq. See More
Sundaram Consumption Fund - Direct Plan is 11 years 7 months old. It has delivered 16.67% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
37.21%
|
21.95%
|
21.41%
|
14.26%
|
17.05%
|
16.67%
|
No, There is no lock in period in Sundaram Consumption Fund - Direct Plan.
The expense ratio of Sundaram Consumption Fund - Direct Plan is 1.30.