Sundaram Consumption Fund Growth
Medium
Risk
Equity
Other
+
17.16
%
17.16
%
3Y annualised
+
0.01
%
0.01
%
1D
1M
6M
1Y
3Y
All
Fund size
1364
NAV:
Mar 7, 2024
81.1805
Sector
Tech
Type
Equity
Launched
May 2006
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ITC Ltd
7.93
%
Bharti Airtel Ltd
7.74
%
Hindustan Unilever Ltd
6.95
%
Titan Co Ltd
6.92
%
Kalyan Jewellers India Ltd
6.31
%
Mahindra & Mahindra Ltd
4.94
%
Maruti Suzuki India Ltd
4.76
%
United Spirits Ltd
4
%
Safari Industries (India) Ltd
3.67
%
Apollo Hospitals Enterprise Ltd
3.17
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Consumption Fund Growth
More details
Investment 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 Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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