Comprehensive analysis of Sundaram Consumption Fund (IDCW) (3059) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
The investment objective of the scheme is 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
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Outperformance vs benchmark
Recent performance momentum
Historical performance consistency
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 0.54% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Bharti Airtel Ltd | Telecomm-Service | 9.59% |
| ITC Ltd | Tobacco Products | 8.06% |
| Mahindra & Mahindra Ltd | Automobile | 7.94% |
| Hindustan Unilever Ltd | FMCG | 7.04% |
| Eternal Ltd | E-Commerce/App based Aggregator | 5.65% |
| TREPS | Debt Others | 4.82% |
| Titan Company Ltd | Diamond, Gems and Jewellery | 4.52% |
| Maruti Suzuki India Ltd | Automobile | 4.04% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.76% |
| Kalyan Jewellers India Ltd | Diamond, Gems and Jewellery | 3.16% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1540.61 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1383.22 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹662.94 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹662.94 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹606.00 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹606.00 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹574.98 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹574.98 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹565.29 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹542.41 | 13.18% | -7.36% | 10.35% |
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