Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Among most bought funds within the category. | ||
Cons | ![]() 5Y returns in the bottom 25% of the category. | - |
INDMoney rank | - | 3/9 | ||
Category,Subcateogry | Equity,Equity - Consumption | Equity,Equity - Consumption | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 1599 Cr | 4552 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹99 Lumpsum ₹5000 | ||
Expense Ratio | 1.32% | 0.43% | ||
Exit Load | 0.5% | 1% | ||
Benchmark Index | IISL Nifty India Consumption TR INR | IISL Nifty India Consumption TR INR |
No of Holdings | 36 | 43 | ||
Top 5 Holdings | Bharti Airtel Ltd (9.33%) Mahindra & Mahindra Ltd (8.33%) ITC Ltd (7.9%) Hindustan Unilever Ltd (7.32%) Eternal Ltd (5.68%) | ITC Ltd (7.76%) Mahindra & Mahindra Ltd (6.93%) Maruti Suzuki India Ltd (6.9%) Bharti Airtel Ltd (6.69%) Eternal Ltd (6.21%) | ||
No of Sectors | 8 | 6 | ||
Top 3 Sectors | Consumer Cyclical (44.8%) Consumer Defensive (32.83%) Communication (11.8%) | Consumer Cyclical (52.46%) Consumer Defensive (25.11%) Basic Materials (7.08%) | ||
Equity % | 94.61% | 98.34% | ||
Debt % | - | - | ||
P/E | 38.57 | 41.68 | ||
P/B | 7.5 | 8.05 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 4.92% | 5.95% | ||
3-Month Return | 6.65% | 10.24% | ||
6-Month Return | 18.5% | 22.96% | ||
1-Year Return | -1.26% | -1.67% | ||
3-Year Return | 17.76% | 19.98% | ||
5-Year Return | 20.65% | 23.91% |
Sharpe | 0.74 | 0.83 | ||
Alpha | 1.75 | 2.94 | ||
Beta | 0.87 | 0.96 | ||
Standard Deviation | 13.4 | 14.46 | ||
Information Ratio | 0.14 | 0.69 |
Description | Sundaram Consumption Fund Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | Mirae Asset Great Consumer Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Ratish Varier | Siddhant Chhabria |