Compare Sundaram Consumption Fund vs Tata India Consumer Fund
Sundaram Consumption Fund
EquityThematic-Consumption
Tata India Consumer Fund
EquityThematic-Consumption
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.56
2.12
NAV
₹99.30
₹53.55
Fund Started
20 Mar 2006
04 Dec 2015
Fund Size
₹1407.53 Cr
₹2723.26 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 0.25% if redeemed within 30 days.
1 Year
-10.66%
-0.34%
3 Year
5.65%
11.50%
5 Year
8.01%
10.01%
Equity
97.54%
90.98%
Cash
2.46%
9.02%
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 9.11% |
Bharti Airtel Ltd. | 8.29% |
ITC Ltd. | 8.06% |
Mahindra & Mahindra Ltd. | 7.06% |
TVS Motor Company Ltd. | 4.61% |
Varun Beverages Ltd. | 4.10% |
Interglobe Aviation Ltd. | 4.00% |
Bajaj Auto Ltd. | 3.92% |
Apollo Hospitals Enterprise Ltd. | 3.82% |
Titan Company Ltd. | 3.71% |
Name | Assets |
|---|---|
Eternal Ltd. | 9.73% |
Titan Company Ltd. | 6.91% |
Nestle India Ltd. | 5.71% |
Radico Khaitan Ltd. | 5.54% |
CarTrade Tech Ltd. | 4.98% |
Varun Beverages Ltd. | 4.15% |
Ather Energy Ltd. | 4.00% |
Tata Consumer Products Ltd. | 3.67% |
United Spirits Ltd. | 3.49% |
ITC Ltd. | 3.13% |
Name
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Start Date
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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 it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Launch Date
20 Mar 2006
04 Dec 2015
