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Sundaram Consumption Fund - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Sundaram Mutual Fund

Scheme 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."

Scheme Details

  • Fund manager(s)Ratish Varier
  • Launch date – 15-May-2006
  • Expense ratio – 2.18% as declared on 30-Sep-2025 (category average is 2.12%)
  • Benchmark - Nifty India Consumption TRI
  • Min SIP amount - ₹100
  • Min investment amount (one time- first time) - ₹100
  • Min investment amount (addtional purchase) - ₹100
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Sundaram Asset Management Company Ltd
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Tel no.: 044-28569900
Fax no.: 044-2858 3156
Website.: https://www.sundarammutual.com

Forum

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