Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.
Expense ratio | 1.26% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1365 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 56.77% |
Size breakup
Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.77% | 3.77% |
6 Month Returns | 7.98% | 7.98% |
1 Year Returns | 35.69% | 35.69% |
3 Years Returns | 70.18% | 19.39% |
5 Years Returns | 99.04% | 14.76% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl | 9.12 | 1.25 | -1.98 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl | 0.57 | 0.79 | 1.03 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl | 3.1 | 1.06 | 0.58 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl | 8.46 | 11.99 | 18.01 |