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 Payout (DP)
₹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 29th Feb
Top holdings
ITC Ltd
8.9%
Bharti Airtel Ltd
8.1%
Kalyan Jewellers India Ltd
7.1%
Hindustan Unilever Ltd
7.1%
Titan Co Ltd
6.8%
Mahindra & Mahindra Ltd
5.8%
United Spirits Ltd
4.1%
Maruti Suzuki India Ltd
4.1%
Safari Industries (India) Ltd
3.7%
Nestle India Ltd
3.2%
Top industry exposure
Consumer Cyclical
40.6%
Consumer Defensive
34.1%
Communication Services
10.8%
Basic Materials
4.1%
Healthcare
3.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
27%
Lock-in period
-
Exit load
• 1% for redemption within 365 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.