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.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.36% | -3.24% | -0.48% | -5.77% | -13.02% | -6.17% | 5.26% | 8.58% | 8.09% | 9.66% | 11.26% |
| Category returns | -4.22% | -3.89% | 0.48% | -2.66% | -10.46% | -6.36% | 6.06% | 8.1% | 7.67% | 11.51% | N/A |
| Absolute returns | -6.36% | -3.24% | -0.48% | -5.77% | -13.02% | -11.98% | 16.63% | 39.03% | 47.59% | 151.47% | 786.34% |
| Rank within category | 25/25 | 7/25 | 12/25 | 15/24 | 17/20 | 8/16 | 11/13 | 6/12 | 6/12 | 8/9 | N/A |
| Sector Funds | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 21.12% | 38.69% | -7.82% | 2.71% | 13.48% | 19.35% | 9.35% | 30.25% | 20.09% | -0.07% | -9.53% |
| Q1 returns | -1.86% | 14.65% | -8.13% | 1.89% | -24.76% | 2.94% | -2.61% | -5.63% | -0.39% | -9.37% | -17.35% |
| Q2 returns | 18.01% | 6.46% | 0.61% | -2.46% | 17.5% | 8.34% | -3.89% | 15.77% | 11.72% | 10.77% | 11.29% |
| Q3 returns | 10.38% | 2.4% | -4.8% | 0.28% | 8.11% | 8.5% | 19.26% | 7.45% | 16.57% | -0.63% | 0.65% |
| Q4 returns | -5.25% | 10.96% | 4.76% | 3.07% | 18.74% | -1.37% | -2.04% | 10.96% | -7.43% | 0.18% | -2.27% |
0.50% on or before 30D, Nil after 30D
| Alpha | -0.247692 |
| Beta | 0.9606 |
| Sharpe Ratio | 0.0377831 |
| Sortino Ratio | 0.0651336 |
| R-Squared | 0.8912 |
| Tracking Error | 1.4306 |
| Downside Risk | 24.0776 |
| Std. Deviation (Annualised) | 15.0853 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Consumption Fund - Regular Plan - Growth | -6.14% | -2.53% | 2.8% | 1.13% | -4.88% | 12.2% | N/A | N/A | 12.4% | 1,697.52 | 2.20 | 0.15 | Very High |
| Tata India Consumer Fund - Regular Plan - Growth | -3.65% | -1.95% | 4.96% | 4.18% | -2.16% | 11.19% | 10.24% | 14.58% | 15% | 2,723.26 | 2.12 | 0.13 | Very High |
| Canara Robeco Consumption Fund - Regular Plan - Growth | -3.59% | -3.82% | -1.09% | -5.18% | -9.42% | 7.9% | 8.15% | 13.28% | 14.56% | 1,872.23 | 2.17 | 0.06 | Very High |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth | -4.31% | -3.68% | -0.68% | -3.4% | -10.44% | 7.26% | 9.16% | 13.59% | 14.97% | 4,455.33 | 2.05 | 0.06 | Very High |
| UTI India Consumer Fund - Regular Plan - Growth | -4.69% | -5.1% | -2.06% | -6.36% | -10.76% | 7.22% | 6.04% | 9.83% | 9.17% | 678.01 | 2.42 | 0.06 | Very High |
| ICICI Prudential Bharat Consumption Fund - Regular Plan - Growth | -4.48% | -4.48% | -1.84% | -4.71% | -10.82% | 6.64% | 9.5% | N/A | 12.01% | 3,048.60 | 2.13 | 0.05 | Very High |
| Baroda BNP Paribas India Consumption Fund - Regular Plan - Growth | -3.98% | -4.24% | -2.66% | -7.16% | -12.07% | 6.47% | 7.08% | N/A | 13.91% | 1,354.15 | 2.42 | 0.04 | Very High |
| Nippon India Consumption Fund - Growth | -4.75% | -5.2% | -2.05% | -6.34% | -12.66% | 6.18% | 8.99% | 11.17% | 13.99% | 2,255.30 | 2.19 | 0.04 | Very High |
| Mahindra Manulife Consumption Fund - Regular Plan - Growth | -4.87% | -4.78% | -2.79% | -6.77% | -12.3% | 6.12% | 7.96% | N/A | 9.56% | 452.65 | 2.64 | 0.04 | Very High |
| Sundaram Consumption Fund - Growth Current | -6.36% | -3.24% | -0.48% | -5.77% | -13.02% | 5.26% | 8.09% | 9.66% | 11.26% | 1,407.53 | 2.53 | 0.04 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Eternal Ltd. | Retailing | Domestic Equities | 9.11% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 8.29% |
| ITC Ltd. | Diversified Fmcg | Domestic Equities | 8.06% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 7.06% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 4.61% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 4.10% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 4.00% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 3.92% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 3.82% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 3.71% |
| SJS Enterprises Ltd. | Auto Components | Domestic Equities | 2.97% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 2.63% |
| United Spirits Ltd. | Beverages | Domestic Equities | 2.43% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 2.41% |
| TREPS | Cash & Cash Equivalents and Net Assets | 2.38% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 2.26% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 2.22% |
| Sapphire Foods India Ltd. | Leisure Services | Domestic Equities | 2.11% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 2.11% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 2.10% |
| Nestle India Ltd. | Food Products | Domestic Equities | 2.01% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 1.64% |
| Affle 3i Ltd. | It - Services | Domestic Equities | 1.63% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 1.62% |
| Bikaji Foods International Ltd. | Food Products | Domestic Equities | 1.60% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 1.57% |
| Margin Money For Derivatives | Cash & Cash Equivalents and Net Assets | 1.41% | |
| Safari Industries (India) Ltd. | Consumer Durables | Domestic Equities | 1.36% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.24% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 1.12% |
| Poonawalla Fincorp Ltd. | Finance | Domestic Equities | 1.03% |
| Dhoot Transmission Ltd. | Auto Components | Domestic Equities | 0.97% |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 0.95% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 0.94% |
| Hyundai Motor India Ltd. | Derivatives-Futures | 0.68% | |
| Manipal Health Enterprises Ltd. | Healthcare Services | Domestic Equities | 0.50% |
| K.P.R. Mill Ltd. | Textiles & Apparels | Domestic Equities | 0.48% |
| Jubilant FoodWorks Ltd. | Derivatives-Futures | 0.27% | |
| Cash and Other Net Current Assets | Cash & Cash Equivalents and Net Assets | -1.33% | |
| Total | 100.00% | ||
He has a rich experience spanning over a decades in Equity Research and Fund Management. His prior experience includes launching and managing an India focused fund and working with Asian hedge funds like Progress Capital and Matchpoint in Singapore and Hong Kong, respectively. Prior to that he headed Crisil Irevna, a research services company. He holds an MBA from IIM Ahmedabad and is a rank holding Chartered Accountant (ICAI) and Company Secretary (ICSI).
With nearly eight years of diverse experience across organizations such as like Bank of America, and PwC. Mr. Shalav Saket brings a blend of expertise in equity research, and strategy consulting. He holds an MBA from IIM Lucknow, a B.Tech from NITK Surathkal, and is a CFA charter holder.
Before joining Sundaram, Mr. Bansal worked with JP Morgan Asset Management for six years as Global Co-Lead for the Consumer sector. Prior to that, he had valuable stints for more than a decade with Ambit Capital, Landmark Family Office, Hillhouse Capital and BofA, leading research across the global consumer and retail space.
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