Sundaram Consumption IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Consumption IDCW Reinvest Direct Plan

NAV
₹31.4494
-0.23%
(14 Jan)
AUM
1,584 Cr
TER
1.34%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+17.5%
+17.5%
+14.9%
+14.4%
+13.8%
3Y
+30.9%
+30.9%
+16.5%
+29.9%
+28.0%
5Y
+23.8%
+23.8%
+17.1%
+23.3%
+25.5%
ALL
+11.7%
+11.7%
+15.6%
+11.4%
+16.2%
VOL
20.3%
20.3%
16.6%
20.3%
20.1%
TER
0.7%
0.7%
1.3%
0.7%
0.8%
AUM
₹4,572 Cr
₹4,572 Cr
₹1,584 Cr
₹4,572 Cr
₹1,286 Cr
INFO
0.58
0.58
0.94
0.56
0.81
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Consumption IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Bharti Airtel Ltd
9.6%
ITC Ltd
9.0%
Mahindra & Mahindra Ltd
6.6%
Titan Co Ltd
6.2%
Hindustan Unilever Ltd
5.5%
Treps
5.5%
Zomato Ltd
5.3%
Maruti Suzuki India Ltd
4.7%
United Spirits Ltd
4.4%
Safari Industries (India) Ltd
4.0%
Top industry exposure
Consumer Cyclical
43.5%
Consumer Defensive
31.3%
Communication Services
11.9%
Healthcare
2.9%
Financial Services
2.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
28%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund 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.
Fund manager(s)
Ratish Varier

FAQs