Sundaram Consumption Fund Payout of Income Distribution cum Capital Withdrawal
EquityEquity - Consumption
29.64
0.14(0.48%)
NAV as on 12 Dec, 2025
CAGR
14.35%
- AUM (Crs.)1,628.06
- Expense Ratio2.17 %
- Sharpe Ratio / Category Average0.65 / 0.67
- Standard Deviation / Category Average13.59 / 13.80
- Beta / Category Average0.88 / 0.93
- Portfolio Turnover / Category Average26.95 / 69.84
- Top 5 Stocks Wt.39.99
- Top 10 Stocks Wt.59.38
- Top 3 Sectors Wt.88.77
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRatish Varier
- Launch Date12 May, 2006
- BenchmarkS&P BSE 500
Objective
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.
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