Sundaram Consumption Fund

1–7 yearsInvestment Horizon

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

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

Portfolio Holdings Overview

SectoralAllocation
Consumers76.55%
Capital Goods1.49%
Services16.38%
Energy & Infra2.29%
Financial Services3.29%

Geographic Allocation

Domestic100%
Top Stock Holdings

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.

iconCosts and Fees

Total Expense Ratio (TER)2.18%

iconRegulatory & Tax Information

INF903J01579
verified
ISIN
DailyDealing Frequency
BSE 500 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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