Sundaram Consumption Fund Direct Growth

Sundaram Consumption Fund Direct Growth

Equity

Sundaram Mutual Fund

Equity - Consumption

Get the latest NAV of Sundaram Consumption Fund Direct Growth. 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.

₹106.03

▲1%1D

NAV as on 20 Jun 2025

15.66%/per year

Since Inception

Absolute Gain%

▲▼

400 people have invested ₹ 18.9L in Sundaram Consumption Fund Direct Growth in the last three months

Sundaram Consumption Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-Jun-25)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
1.41%
1.97%
-
3 Months
8.88%
8.31%
-
6 Months
0.58%
3.23%
-
1 Year
9.24%
3.62%
-
3 Years
24.01%
20.87%
-
5 Years
22.3%
22.11%
-

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram Consumption Fund
-
1,548Cr
1.33%
9.24%
24.01%
15.66%
Canara Robeco Consumer Trends Fund Direct Growth
1/9
1,848Cr
0.8%
5.85%
24.59%
17.66%
Nippon India Consumption Fund Direct Growth
2/9
2,419Cr
0.57%
3.13%
24.99%
14.83%
Tata India Consumer Fund Direct Growth
3/9
2,379Cr
0.73%
5.95%
24.98%
18.36%
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category

Sundaram Consumption Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Consumption Fund Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 95%

Debt & Cash 5%

Large cap
72.8%
Small cap
13%
Mid cap
9.3%
Large Cap allocation has gone down from 73.3% to 72.8%
Large Cap allocation has gone down from 73.3% to 72.8%
Small Cap allocation has gone up from 12.7% to 13%
Small Cap allocation has gone up from 12.7% to 13%
Mid Cap allocation has gone down from 9.3% to 9.3%
Mid Cap allocation has gone down from 9.3% to 9.3%
Cash allocation has gone up from 4.7% to 5%
Cash allocation has gone up from 4.7% to 5%

Sundaram Consumption Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 95%

Debt & Cash 5%

Consumer Cyclical
45.7%
Consumer Defensive
32.9%
Communication
12.5%
Health
3.1%
Financial Services
2.4%
Real Estate
1.7%
Basic Materials
1.6%

Top 3 Sectors in May were Consumer Cyclical, Consumer Defensive & Communication

May'25

Consumer Cyclical

44%

Consumer Defensive

34%

Communication

12%

Apr'25

Consumer Cyclical

43%

Consumer Defensive

35%

Communication

12%

Sundaram Consumption Fund Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
Bharti Airtel Ltd
9.47%
0%
ITC Ltd
8.08%
0%
Mahindra & Mahindra Ltd
7.51%
0%
Hindustan Unilever Ltd
6.68%
0%
Titan Co Ltd
4.88%
-9.6%
See all
Top Stocks bought last month
Brigade Enterprises Ltd's allocation increased from 1.42% to 2.21%
Brigade Enterprises Ltd's allocation increased from 1.42% to 2.21%
Bajaj Holdings and Investment Ltd's allocation increased from 2.71% to 3.01%
Bajaj Holdings and Investment Ltd's allocation increased from 2.71% to 3.01%
SJS Enterprises Ltd's allocation increased from 1.43% to 1.68%
SJS Enterprises Ltd's allocation increased from 1.43% to 1.68%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 9.61 % to 9.47 %
Bharti Airtel Ltd's allocation decreased from 9.61 % to 9.47 %
ITC Ltd's allocation decreased from 8.31 % to 8.08 %
ITC Ltd's allocation decreased from 8.31 % to 8.08 %
Hindustan Unilever Ltd's allocation decreased from 6.73 % to 6.68 %
Hindustan Unilever Ltd's allocation decreased from 6.73 % to 6.68 %

Sundaram Consumption Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.33%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹1548 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
26.62%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Sundaram Consumption Fund

Sundaram Consumption Fund Direct Growth 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

  1. Sundaram Consumption Fund Direct Growth has ₹1548 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
  2. The fund has an expense ratio 1.3.

Returns

Sundaram Consumption Fund Direct Growth has given a CAGR return of 15.66% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.24%, 24.01% and 22.30% respectively.

Holdings

Sundaram Consumption Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Communication, Health, Financial Services, Real Estate, Basic Materials. Its top holdings are Bharti Airtel Ltd, ITC Ltd, Mahindra & Mahindra Ltd, Hindustan Unilever Ltd, Titan Co 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 benefit
Dividends 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 Growth

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 100.00 and for SIP is INR 100.00. Sundaram Consumption Fund Direct Growth has no lock in period.

Fund Manager

Ratish Varier

Fund Manager of Sundaram Consumption Fund Direct Growth, since 1 January 2022

Learn more about Sundaram Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 1.5K Cr
₹ 1.5K Cr
₹ 1.4K Cr
  • AUM of the fund stands at 1.5K Cr as of May'25
  • AUM increased by 15.9 Cr between May'25 and Apr'25

Compare Sundaram Consumption Fund

Sundaram Consumption Fund

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Frequently Asked Questions for Sundaram Consumption Fund Direct Growth

How do I invest in Sundaram Consumption Fund?

INDmoney makes it simple to invest in the Sundaram Consumption Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Consumption Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram Consumption Fund?

The NAV of the fund today is ₹106.03. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Consumption Fund fund has generated a return of 9.24% in 1 year, 24.01% in 3 years, 22.30% in 5 years.

Who is the fund manager of Sundaram Consumption Fund?

The fund managers are Ratish Varier.

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.33%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1548 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Consumption Fund?

The top 3 holdings of the fund are Bharti Airtel Ltd(9.47%), ITC Ltd(8.08%), Mahindra & Mahindra Ltd(7.51%)