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

Sundaram Consumption IDCW Payout Direct Plan

NAV
₹30.2566
+0.34%
(25 Apr)
AUM
1,366 Cr
TER
1.26%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+96.5%
+96.5%
+96.5%
+84.0%
+38.0%
3Y
+44.1%
+44.1%
+44.1%
+43.5%
+21.3%
5Y
+25.4%
+25.4%
+25.4%
NA
+15.6%
ALL
+12.7%
+12.7%
+12.7%
+31.7%
+15.5%
VOL
19.8%
19.8%
19.8%
22.2%
16.6%
TER
1.0%
1.0%
1.0%
0.5%
1.3%
AUM
₹1,876 Cr
₹1,876 Cr
₹1,876 Cr
₹3,404 Cr
₹1,366 Cr
INFO
0.64
0.64
0.64
1.43
0.93
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 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.
Fund manager(s)
Ratish Varier
Ashish Aggarwal

FAQs