Sundaram Consumption Fund Institutional IDCW

Equity
Thematic
Payout
NAV: 30 Nov 2018
₹31.93
Rating
5
Min. SIP amount
Not Supported
Fund size
₹1,628.06Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (34)

NameSectorInstrumentAssets
CommunicationEquity10.46%
AutomobileEquity9.76%
Consumer StaplesEquity7.66%
Consumer StaplesEquity6.77%
ServicesEquity5.33%
Consumer DiscretionaryEquity5.11%
AutomobileEquity3.93%
HealthcareEquity3.56%
Consumer StaplesEquity3.43%
Consumer DiscretionaryEquity3.37%
FinancialEquity3.06%
Consumer StaplesEquity2.94%
AutomobileEquity2.93%
ServicesEquity2.74%
Consumer DiscretionaryEquity2.48%
Consumer StaplesEquity2.47%
AutomobileEquity2.21%
Consumer DiscretionaryEquity2.00%
ConstructionEquity1.85%
Consumer StaplesEquity1.80%
ServicesEquity1.77%
ChemicalsEquity1.70%
ServicesEquity1.69%
ServicesEquity1.64%
Consumer StaplesEquity1.56%
ServicesEquity1.40%
ServicesEquity1.24%
Consumer StaplesEquity0.99%
ServicesEquity0.96%
Consumer StaplesEquity0.86%
Consumer StaplesEquity0.52%
AutomobileEquity0.38%
AutomobileEquity0.35%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.00%
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Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Thematic
Absolute returns
1M3M6MAll
Fund returnsNANANANA
Category averageNANANANA
Rank with in categoryNANANANA
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Expense ratio, exit load and tax

Expense ratio: 1.49%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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Check past data

Fund management

Ratish Varier
Jan 2022 - Present
View details

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.

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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