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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹102.9375 -1.24%
As on 04-Oct-2024
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 - Regular Plan
|
|
|
Very High
|
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2.17 |
|
 |
|
Very High
|
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1.84 |
||
|
|
Very High
|
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1.98 |
||
 |
|
Very High
|
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2.04 |
||
|
|
Very High
|
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2.08 |
₹1,629 Cr
0.50 (30)
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
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Sundaram Consumption Fund - Regular 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 - Regular 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 - Regular Plan is ₹102.9375 as of 06-Oct-2024.
The AUM of Sundaram Consumption Fund - Regular Plan Fund is ₹1,629 Cr as of 31-Aug-2024
The riskometer level of Sundaram Consumption Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
9.63
|
|
|
9.21
|
|
|
8.70
|
|
|
6.03
|
|
|
5.97
|
As of 31-Aug-2024, Sundaram Consumption Fund - Regular Plan had invested 97.04% in Equity and 2.96% in Cash & Cash Eq. See More
Sundaram Consumption Fund - Regular Plan is 18 years 5 months old. It has delivered 13.50% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
40.60%
|
20.74%
|
20.75%
|
14.15%
|
16.09%
|
13.50%
|
No, There is no lock in period in Sundaram Consumption Fund - Regular Plan.
The expense ratio of Sundaram Consumption Fund - Regular Plan is 2.17.
