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SUNDARAM CONSUMPTION FUND - REGULAR PLAN - GROWTH

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Fund info
NAV (as on 2025-07-18)
97.41 -0.66%
AUM (Fund Size)
33
Expense Ratio
2.18%
Exit load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.
Risk
Very High Risk
AMC
SUNDARAM MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,006.65
0.67 %
Two Week 2025-07-03 ₹1,000.00 ₹989.84
-1.02 %
One Month 2025-06-18 ₹1,000.00 ₹1,016.01
1.60 %
Three Months 2025-04-21 ₹3,000.00 ₹3,058.63
1.95 %
Six Months 2025-01-20 ₹6,000.00 ₹6,290.78
4.85 %
One Year 2024-07-18 ₹12,000.00 ₹12,278.27
2.32 %
Three Year 2022-07-19 ₹36,000.00 ₹46,008.07
27.80 %
Five Year 2020-07-20 ₹60,000.00 ₹92,440.43
54.07 %
Ten Year 2015-07-21 ₹120,000.00 ₹258,588.37
115.49 %
Since Inception 2006-05-12 ₹234,000.00 ₹1,057,385.25
351.87 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 82%
Debt 4%
Others N/A

Sectors Holding in SUNDARAM CONSUMPTION FUND - REGULAR PLAN - GROWTH

Telecom - Services
9%
Diversified Fmcg
14%
Automobiles
13%
Consumer Durables
11%
Retailing
13%
Beverages
5%
Healthcare Services
3%
Finance
3%
Food Products
4%
Realty
2%
Household Products
1%
Auto Components
1%
Agricultural Food & Other Products
1%
Leisure Services
2%
Other
4%

Companies Holding in SUNDARAM CONSUMPTION FUND - REGULAR PLAN - GROWTH

Bharti Airtel Ltd
9.47%
ITC Ltd
8.08%
Mahindra & Mahindra Ltd
7.51%
Hindustan UniLever Ltd
6.68%
Titan Company Ltd
4.88%
Maruti Suzuki India Ltd
4.66%
Zomato Ltd
4.62%
United Spirits Ltd
4.45%
Apollo Hospitals Enterprise Ltd
3.51%
Safari Industries (India) Ltd
3.36%
Trent Ltd
3.15%
Kalyan Jewellers India Ltd
3.03%
Bajaj Holdings & Investment Ltd
3.01%
Nestle India Ltd
2.62%
Britannia Industries Ltd
2.36%
Brigade Enterprises Ltd
2.21%
Avenue Supermarts Ltd
2.08%
Info Edge (India) Ltd
2.00%
Jyothy Laboratories Ltd
1.95%
S.J.S. Enterprises Ltd
1.68%
Hero MotoCorp Ltd
1.63%
TATA Consumer Products Ltd
1.54%
Jubilant Foodworks Ltd
1.51%
Bajaj Auto Ltd
1.43%
Asian Paints Ltd
1.40%
Devyani International Limited
1.36%
Electronics Mart India Ltd
1.35%
United Breweries Ltd
1.21%
Go Fashion (India ) Ltd
1.05%
Varun Beverages Ltd
0.91%
TVS Motor Company Ltd
0.29%
TREPS
4.49%
Cash And Other Net Current Assets
0.54%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Very High Risk

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
2.18
Expense Ratio Direct
1.32
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Ratish B Varier
18 years Experience
Nikunj Gala
10 years Experience

Exit load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.

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