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.
₹26.67
▲0.7%1D
NAV as on 17 Mar 2026
13.19%/per year
Since Inception
▲▼
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 (17-Mar-26)
The fund has outperformed the benchmark (Nifty 500) over 5Y, but underperformed over 1Y, 3Y.
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-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Consumer Cyclical, Consumer Defensive & Communication
Consumer Cyclical
48%
Consumer Defensive
28%
Communication
11%
Consumer Cyclical
47%
Consumer Defensive
29%
Communication
12%
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl Holdings Details
as on (28-Feb-26)
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 | 1.21% |
Benchmark | IISL Nifty India Consumption TR INR |
| AUM | ₹1458 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 Anuj Bansal, Shalav Saket, Rohit Seksaria. 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 ₹1458 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.2.
Returns
Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl has given a CAGR return of 13.19% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -1.97%, 12.90% and 11.36% 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, Industrial, Corporate. Its top holdings are Bharti Airtel Ltd, Mahindra & Mahindra Ltd, Hindustan Unilever Ltd, ITC 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 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
Anuj Bansal
Fund Manager of Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl, since 27 February 2026
Shalav Saket
Fund Manager of Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl, since 31 December 2025
Rohit Seksaria
Fund Manager of Sundaram Consumption Fund Direct Plan Transfer of Income Distribution cum Capital Wtdrwl, since 27 February 2026
- AUM of the fund stands at 1.5K Cr as of Feb'26
- AUM decreased by 3.1 Cr between Feb'26 and Jan'26
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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