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.

₹104.00

▼-0.9%1D

NAV as on 13 May 2025

15.62%/per year

Since Inception

Absolute Gain%

▲▼

353 people have invested ₹ 25.5L 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 (13-May-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.

Period
This Fund
Nifty 500
Category Avg
1 Month
5.23%
7.69%
-
3 Months
4.48%
6.91%
-
6 Months
1.22%
1.98%
-
1 Year
15.8%
8.96%
-
3 Years
23.04%
18.38%
-
5 Years
23.79%
23.86%
-

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
-
1,532Cr
1.31%
15.8%
23.04%
15.62%
Nippon India Consumption Fund Direct Growth
1/9
2,381Cr
0.58%
9.81%
23.71%
14.82%
Tata India Consumer Fund Direct Growth
4/9
2,325Cr
0.76%
13.34%
23.6%
18.48%
Aditya Birla Sun Life India Gennext Fund Direct Growth
5/9
5,967Cr
0.84%
12.3%
20.86%
17.59%
See all
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3Y returns in the top 25% of the category
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Beats FD returns for both 3Y & 5Y duration
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No bad points found for this fund.

Sundaram Consumption Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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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 (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 95.3%

Debt & Cash 4.7%

Large cap
73.3%
Small cap
12.7%
Mid cap
9.3%
Large Cap allocation has gone up from 72.2% to 73.2%
Large Cap allocation has gone up from 72.2% to 73.2%
Small Cap allocation has gone down from 12.2% to 12.2%
Small Cap allocation has gone down from 12.2% to 12.2%
Mid Cap allocation has gone up from 8.3% to 9.2%
Mid Cap allocation has gone up from 8.3% to 9.2%
Cash allocation has gone down from 7.3% to 5.4%
Cash allocation has gone down from 7.3% to 5.4%

Sundaram Consumption Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 95.3%

Debt & Cash 4.7%

Consumer Cyclical
43.1%
Consumer Defensive
35.5%
Communication
12%
Health
3%
Financial Services
2.7%
Real Estate
2%
Basic Materials
1.7%

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

Mar'25

Consumer Cyclical

42%

Consumer Defensive

33%

Communication

14%

Feb'25

Consumer Cyclical

44%

Consumer Defensive

33%

Communication

14%

Sundaram Consumption Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
Bharti Airtel Ltd
9.61%
0%
ITC Ltd
8.31%
0%
Mahindra & Mahindra Ltd
7.47%
1.4%
Hindustan Unilever Ltd
6.73%
0%
Titan Co Ltd
5.19%
0%
See all
Top Stocks bought last month
Apollo Hospitals Enterprise Ltd's allocation increased from 2.71% to 3.62%
Apollo Hospitals Enterprise Ltd's allocation increased from 2.71% to 3.62%
Bharti Airtel Ltd's allocation increased from 10.55% to 11.27%
Bharti Airtel Ltd's allocation increased from 10.55% to 11.27%
Avenue Supermarts Ltd's allocation increased from 1.96% to 2.28%
Avenue Supermarts Ltd's allocation increased from 1.96% to 2.28%
Top Stocks sold last month
Hindustan Unilever Ltd's allocation decreased from 5.49 % to 5.47 %
Hindustan Unilever Ltd's allocation decreased from 5.49 % to 5.47 %
Titan Co Ltd's allocation decreased from 5.18 % to 4.99 %
Titan Co Ltd's allocation decreased from 5.18 % to 4.99 %
Maruti Suzuki India Ltd's allocation decreased from 5 % to 4.66 %
Maruti Suzuki India Ltd's allocation decreased from 5 % to 4.66 %

Sundaram Consumption Fund Direct Growth Overview

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

Expense ratio1.31%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹1532 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 ₹1532 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
  2. The fund has an expense ratio 1.3.

Returns

Sundaram Consumption Fund Direct Growth has given a CAGR return of 15.62% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.80%, 23.04% and 23.79% respectively.

Holdings

Sundaram Consumption Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Communication, Health, Financial Services, Basic Materials, Real Estate. 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
Mar'25
Feb'25
Jan'25
AUM
₹ 1.4K Cr
₹ 1.4K Cr
₹ 1.6K Cr
  • AUM of the fund stands at 1.4K Cr as of Mar'25
  • AUM increased by 47.1 Cr between Mar'25 and Feb'25

Compare Sundaram Consumption Fund

Sundaram Consumption Fund

VS

Aditya Birla Sun Life India Gennext Fund Direct Growth

Frequently Asked Questions for Sundaram Consumption Fund Direct Growth

What is the current NAV of Sundaram Consumption Fund Direct Growth?

The current NAV of Sundaram Consumption Fund Direct Growth is ₹104 as on 13-May-2025.

What are the average returns of Sundaram Consumption Fund Direct Growth?

Existing (Absolute + CAGR) as on 13-May-2025.
Sundaram Consumption Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
5.23%
5.23%
6 Month Returns
1.22%
1.22%
1 Year Returns
15.8%
15.8%
3 Years Returns
86.29%
23.04%

How do I invest in Sundaram Consumption Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram Consumption Fund Direct Growth?

1.31% as on April 2025

What is net assets under management (AUM) of Sundaram Consumption Fund Direct Growth?

₹1532 Cr as on April 2025

What are the top 5 holdings of Sundaram Consumption Fund Direct Growth?

Bharti Airtel Ltd(9.61%), ITC Ltd(8.31%), Mahindra & Mahindra Ltd(7.47%), Hindustan Unilever Ltd(6.73%), Titan Co Ltd(5.19%) as on April 2025

What are the top 3 sectors that this Sundaram Consumption Fund Direct Growth has invested in?

Consumer Cyclical(41.43%), Consumer Defensive(32.99%), Communication(11.61%) as on April 2025

What is the alpha of Sundaram Consumption Fund Direct Growth?

The alpha ratio for the Sundaram Consumption Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram Consumption Fund Direct Growth
3.33
2.05
2.82
As on April 2025
The alpha for Sundaram Consumption Fund Direct Growth is calculated against IISL Nifty India Consumption TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Sundaram Consumption Fund Direct Growth??

The Beta ratio for the Sundaram Consumption Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram Consumption Fund Direct Growth
0.97
0.9
0.88
As on April 2025
The Beta for Sundaram Consumption Fund Direct Growth is calculated with IISL Nifty India Consumption TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Sundaram Consumption Fund Direct Growth?

The sharpe ratio for the Sundaram Consumption Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram Consumption Fund Direct Growth
0.39
0.81
1.14
As on April 2025
The sharpe ratio for Sundaram Consumption Fund Direct Growth is calculated with IISL Nifty India Consumption TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Sundaram Consumption Fund Direct Growth?

The standard deviation for the Sundaram Consumption Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram Consumption Fund Direct Growth
19.91
15.43
14.19
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Sundaram Consumption Fund Direct Growth?

Sortino ratio is 1.37 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the information ratio of Sundaram Consumption Fund Direct Growth?

Information ratio is 0.24 as on April 2025. It tells the consistency of the fund in generating superior risk-adjusted performance

Who is the manager of Sundaram Consumption Fund Direct Growth?

Ratish Varier is the fund manager of Sundaram Consumption Fund Direct Growth

What is the exit load of Sundaram Consumption Fund Direct Growth?

The Exit load of Sundaram Consumption Fund Direct Growth is 0.5%