August 1, 2023
mayank
Sundaram Consumption Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 75.7078
NAV IDCW: Rs 27.1040
Suitable For Which Investors?
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.
Fund’s 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.
Fund Manager:
1) Ashish Aggarwal
Education: Mr. Aggarwal has done BE, PGPM
Experience: Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
2) Ratish Varier
Education: Mr. Varier is a B.Com. & MBA (Finance)
Experience: Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption Within 365 days |
Basic Details of Sundaram Consumption Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 14.88% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,223 Cr |
| (As on 30-Jun-2023) | |
| Expense | 1.37% |
| (As on 30-Jun-2023) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | 49.00% |
Sundaram Consumption Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Consmpn Dir | 12.65 | 0.19 | 2.68 | 14.18 | 16.20 | 17.13 | 22.96 | 11.17 | 12.33 | 17.65 |
| S&P BSE 500 TRI | 10.99 | 0.65 | 3.95 | 12.49 | 14.82 | 17.31 | 25.15 | 13.49 | 14.29 | 15.98 |
| Equity: Thematic-Consumption | 14.96 | 0.33 | 3.23 | 14.47 | 17.73 | 19.43 | 26.73 | 14.73 | 15.64 | 17.52 |
| Rank within category | 9 | 9 | 7 | 6 | 9 | 9 | 9 | 7 | 7 | 4 |
| Number of funds in category | 10 | 11 | 10 | 10 | 10 | 10 | 10 | 8 | 8 | 7 |
Sundaram Consumption Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Consmpn Dir | 2 star | 17.13 | 22.96 | 11.17 | 1.37 | 1,223 | 14.88 | 1.00 (365) | 10Y 7M | 49.00 |
| Mirae Asset Great Consumer Dir | 4 star | 23.62 | 29.00 | 16.72 | 0.49 | 2,464 | 18.30 | 1.00 (365) | 10Y 7M | 32.00 |
| SBI Consmpn Opp Dir | 5 star | 25.49 | 37.30 | 15.97 | 1.11 | 1,416 | 17.15 | 0.10 (30) | 10Y 7M | 41.00 |
| Nippon Ind Consmpn Dir | 4 star | 21.48 | 30.05 | 19.15 | 1.43 | 434 | 14.06 | 1.00 (30) | 10Y 7M | 29.00 |
| ABSL Ind GenNext Dir | 3 star | 18.00 | 26.42 | 15.61 | 0.86 | 3,856 | 17.66 | 1.00 (30) | 10Y 7M | 13.00 |
Portfolio Analysis of Sundaram Consumption Fund
| No. of Stocks | 35 |
| Top 10 Stocks | 53.11% |
| Top 5 Stocks | 34.30% |
| Top 3 Sectors | 61.36% |
| Portfolio P/B Ratio | 6.74 |
| Portfolio P/E Ratio | 41.24 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 99,508 | 1,34,418 |
| Giant (%) | 51.25 | 50.26 |
| Large (%) | 16.40 | 25.86 |
| Mid (%) | 23.40 | 18.00 |
| Small (%) | 8.95 | 8.82 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Sundaram Consumption Fund
Do not invest in this, or any other consumption-themed fund, if you need to redeem your investment in less than five years.
Apply Online: https://www.sundarammutual.com/Fund/AllSchemes
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