Sundaram Consumption Fund Institutional IDCW

Equity
Thematic
Payout
NAV: 30 Nov 2018
₹31.93
Rating
5
Min. SIP amount
Not Supported
Fund size
₹1,599.12Cr

Return calculator

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

Holdings (34)

NameSectorInstrumentAssets
CommunicationEquity9.33%
AutomobileEquity8.33%
Consumer StaplesEquity7.90%
Consumer StaplesEquity7.32%
ServicesEquity5.68%
Consumer DiscretionaryEquity4.83%
AutomobileEquity4.14%
HealthcareEquity3.76%
Consumer DiscretionaryEquity3.02%
ServicesEquity2.96%
FinancialEquity2.87%
Consumer StaplesEquity2.62%
Consumer StaplesEquity2.45%
Consumer StaplesEquity2.42%
ServicesEquity2.40%
Consumer StaplesEquity1.99%
AutomobileEquity1.91%
AutomobileEquity1.86%
ConstructionEquity1.85%
ServicesEquity1.84%
ServicesEquity1.59%
ChemicalsEquity1.52%
ServicesEquity1.44%
Consumer StaplesEquity1.44%
AutomobileEquity1.39%
Consumer DiscretionaryEquity1.36%
Consumer StaplesEquity1.27%
Consumer DiscretionaryEquity1.25%
ServicesEquity1.18%
ServicesEquity1.12%
Consumer StaplesEquity1.10%
AutomobileEquity0.33%
Consumer StaplesEquity0.15%
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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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Check past data

Fund management

Nikunj Gala
Jul 2024 - Present
View details

Education
Mr. Gala has done MBA from NMIMS (Mumbai) and B.E (IT)
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, ASK Investment Managers, IIFL Institutional Equities and ICICI Securities

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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