Sundaram Consumption Fund Direct Plan Payout of Income Distribution cum Capital Withdrawal 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 | ₹1366 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 Payout of Income Distribution cum Capital Withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 2.46% | 2.46% |
6 Month Returns | 8.97% | 8.97% |
1 Year Returns | 36.49% | 36.49% |
3 Years Returns | 75.67% | 20.66% |
5 Years Returns | 104.2% | 15.35% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Consumption Fund Direct Plan Payout of Income Distribution cum Capital Withdrawal | 9.12 | 1.25 | -1.98 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Consumption Fund Direct Plan Payout of Income Distribution cum Capital Withdrawal | 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 Payout of Income Distribution cum Capital Withdrawal | 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 Payout of Income Distribution cum Capital Withdrawal | 8.46 | 11.99 | 18.01 |