Products
Platform
Research
Market
Learn
Compare Sundaram Consumption Fund vs Nippon India Consumption Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.18 | 1.95 |
NAV | ₹96.88 | ₹197.53 |
Fund Started | 20 Mar 2006 | 16 Sep 2004 |
Fund Size | ₹1576.40 Cr | ₹2664.13 Cr |
Exit Load | Exit load of 0.5% if redeemed within 30 days | Exit load of 1% if redeemed within 1 month. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.18
1.95
NAV
₹96.88
₹197.53
Fund Started
20 Mar 2006
16 Sep 2004
Fund Size
₹1576.40 Cr
₹2664.13 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 1% if redeemed within 1 month.
Returns
1 Year | 0.57% | -2.67% |
3 Year | 15.92% | 16.40% |
5 Year | 19.28% | 22.78% |
1 Year
0.57%
-2.67%
3 Year
15.92%
16.40%
5 Year
19.28%
22.78%
Holding Analysis
Equity | 94.95% | 96.16% |
Cash | 5.05% | 3.82% |
Equity
94.95%
96.16%
Cash
5.05%
3.82%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.94% |
ITC Ltd. | 7.81% |
Mahindra & Mahindra Ltd. | 7.79% |
Hindustan Unilever Ltd. | 6.33% |
Eternal Ltd. | 4.97% |
Titan Company Ltd. | 4.92% |
Maruti Suzuki India Ltd. | 4.55% |
Apollo Hospitals Enterprise Ltd. | 3.59% |
Trent Ltd. | 3.36% |
Bajaj Holdings & Investment Ltd. | 3.13% |
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 8.65% |
Bharti Airtel Ltd. | 7.22% |
ITC Ltd. | 6.47% |
Hindustan Unilever Ltd. | 6.32% |
Avenue Supermarts Ltd. | 4.24% |
Eternal Ltd. | 4.19% |
Godrej Consumer Products Ltd. | 4.17% |
Interglobe Aviation Ltd. | 3.73% |
Berger Paints India Ltd. | 3.24% |
Havells India Ltd. | 2.76% |
Fund Manager
Name | Ratish Varier | Akshay Sharma |
Start Date | 01 Jan 2022 | 01 Dec 2022 |
Name
Ratish Varier
Akshay Sharma
Start Date
01 Jan 2022
01 Dec 2022
About Fund
Description | The scheme seeks 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. | The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand. |
Launch Date | 20 Mar 2006 | 16 Sep 2004 |
Description
The scheme seeks 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.
The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
Launch Date
20 Mar 2006
16 Sep 2004
