Sundaram consumption Fund

An open ended equity scheme investing in consumption sector

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About This Fund

Capture wide ranging industry opportunities presented by rising per capita income
Concentrated Portfolio of stocks based on consumption driven investment ideas
Will majorly invest in the basic industries of the Nifty Consumption Index, without any bias towards a particular market cap or style
Fund will invest across market capitalisation with a flexibility to move across cap curves.

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Capture wide ranging industry opportunities presented by rising per capita income
Concentrated Portfolio of stocks based on consumption driven investment ideas
Will majorly invest in the basic industries of the Nifty Consumption Index, without any bias towards a particular market cap or style
Fund will invest across market capitalisation with a flexibility to move across cap curves.

Ideal For

Investors who are seeking consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are likely to benefit directly from consumption led demand in India
Long term capital growth
Investment predominantly in equity and equity related instruments of companies focussing on rural and/or consumption themes

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Monthly Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SWP/SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment.
NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment.

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information