Sundaram Consumption Fund (G) Mutual fund

Sundaram Consumption Fund (G)

Q: How to Invest in Sundaram Consumption Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Sundaram Consumption Fund good?

The Sundaram Consumption Fund has an AUM of ₹1585.66 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.41%. The risk is Very High against the category average of 70.28.

Q: Is Sundaram Consumption Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Sundaram Consumption Fund?

There is no lock-in period applicable on Sundaram Consumption Fund.

Q: What is the expense ratio of Sundaram Consumption Fund?

The expense ratio of Sundaram Consumption Fund is 2.19%.

Equity

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Sectoral

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Fund Details

Current NAV

₹97.03

Expense Ratio

2.19%

Min SIP

₹100

Fund Size

₹1586Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Fund Performance

Alpha

2.05%

Beta

0.88

Sharpe Ratio

0.9003

Risk

13.84%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Sundaram Consumption Fund (G) FAQs

Q1. How to Invest in Sundaram Consumption Fund through Rupeezy?

Q2. Is Sundaram Consumption Fund good?

Q3. Is Sundaram Consumption Fund tax free?

Q4. What is the lock-in period of Sundaram Consumption Fund?

Q5. What is the expense ratio of Sundaram Consumption Fund?

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