Sundaram Consumption Fund(G)

Equity Thematic - Consumption Rating :

₹ 98.60

NAV

Updated: 08 Jul 2025

Fund House

Fund Manager

Ratish Varier

Fund Benchmark
Nifty India Consumption - TRI

Total AUM

₹ 1,548.30 Cr

Expense Ratio
2.19

52 Week High
₹ 107.41

52 Week Low
₹ 85.73

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio107.41

P/B Ratio7.45

Sharpe0.31

Turnover Ratio25.70

Alpha0.13

Beta0.90

Sortino0.63

Standard Deviation13.88

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	2.41%	10.63%	-2.42%	7.11%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	19.75%	21.39%	20.91%	14.40%

Market Cap Distribution

Large Cap

74.64 %
Mid Cap

7.37 %
Small Cap

12.96 %

Avg Market Cap
₹ 1,71,846.00
(In Crore)

Peer Information

Canara Rob Consumer Trends Fund-Reg(G)

Equity Thematic - Consumption Aggressive Buy

1Y Returns 4.50%

3Y Returns 21.36%

AUM ₹1,848.30 Cr

NAV ₹110.65

Buy Now

Aditya Birla SL Mfg. Equity Fund-Reg(G)

Equity Thematic - Consumption Aggressive Buy

1Y Returns 0.43%

3Y Returns 22.47%

AUM ₹1,058.40 Cr

NAV ₹32.32

Buy Now

HSBC Consumption Fund-Reg(G)

Equity Thematic - Consumption Aggressive Buy

1Y Returns 7.08%

3Y Returns

AUM ₹1,517.00 Cr

NAV ₹14.63

Buy Now

ICICI Pru Bharat Consumption Fund-Reg(G)

Equity Thematic - Consumption Aggressive Buy

1Y Returns 3.45%

3Y Returns 19.60%

AUM ₹3,166.10 Cr

NAV ₹25.35

Buy Now

Invest Now

Start SIP or one-time investment

Download Form

Get required investment documents

Chat on WhatsApp

Talk to an advisor directly

Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

Ready to explore mutual fund investments? Our experts can help you understand the options, risks, and potential returns to build a financial roadmap tailored to your goals. Schedule a consultation today!

Talk to an Expert

Mutual Funds Specialist

Call Now

Contact Us