Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl
Get the latest NAV of Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹34.20
1D
NAV as on 12 Sep 2025
15.46%/per year
Since Inception
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Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (12-Sep-25)
The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl Asset Allocation
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Top 3 Sectors in July were Consumer Cyclical, Consumer Defensive & Communication
Consumer Cyclical
44%
Consumer Defensive
33%
Communication
12%
Consumer Cyclical
45%
Consumer Defensive
32%
Communication
13%
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl Holdings Details
as on (31-Aug-25)
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.32% |
Benchmark | IISL Nifty India Consumption TR INR |
| AUM | ₹1599 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 26.95% |
| Risk |   Very High Risk |
About Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl has ₹1599 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 1.3.
Returns
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl has given a CAGR return of 15.46% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.57%, 16.55% and 20.54% respectively.
Holdings
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Communication, Health, Financial Services, Real Estate, Basic Materials, Corporate. Its top holdings are Bharti Airtel Ltd, Mahindra & Mahindra Ltd, ITC Ltd, Hindustan Unilever Ltd, Eternal Ltd
Taxation
As it is a equity - consumption mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl has no lock in period.
Fund Manager
Ratish Varier
Fund Manager of Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl, since 1 January 2022
- AUM of the fund stands at 1.6K Cr as of Jul'25
- AUM decreased by 19.4 Cr between Jul'25 and Jun'25
Frequently Asked Questions for Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl
How do I invest in Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl?
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- Set up payments via bank mandate or UPI.