Sundaram Consumption Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation18.2%
Sharpe Ratio-0.63
Beta1.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices9.94%
ITC LtdConsumers7.81%
Mahindra & Mahindra LtdConsumers7.79%
Hindustan Unilever LtdConsumers6.33%
Eternal LtdConsumers4.97%
Titan Co LtdConsumers4.92%
Maruti Suzuki India LtdConsumers4.55%
TrepsUtilities4.34%
Apollo Hospitals Enterprise LtdServices3.59%
Trent LtdConsumers3.36%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.18%
Regulatory & Tax Information
INF903J01579
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)