Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal. 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.
₹24.67
1D
NAV as on 11 Sep 2026
11.09%/per year
Since Inception
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Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (11-Sep-26)
The fund has outperformed the benchmark (Nifty 500) over 5Y, but underperformed over 1Y, 3Y.
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 10 out of 11 mutual funds in the equity - consumption category as per INDmoney.
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (15-Aug-26)
Fund Distribution
as on (15-Aug-26)
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (15-Aug-26)
Sector Allocation
Top 3 Sectors in July were Consumer Cyclical, Consumer Defensive & Communication
Consumer Cyclical
51%
Consumer Defensive
16%
Communication
11%
Consumer Cyclical
51%
Consumer Defensive
23%
Communication
10%
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Holdings Details
as on (31-Aug-26)
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.82% |
Benchmark | IISL Nifty India Consumption TR INR |
| AUM | ₹1495 Cr |
| Inception Date | 12 May, 2006 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 27.35% |
| Risk |   Very High Risk |
About Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 12 May, 2006. The fund is managed by Shalav Saket, Anuj Bansal, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal has ₹1495 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 1.8.
Returns
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal has given a CAGR return of 11.09% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -7.66%, 7.56% and 9.61% respectively.
Holdings
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Communication, Health, Industrial, Financial Services, Basic Materials, Tech. Its top holdings are Bharti Airtel Ltd, Eternal Ltd, Mahindra & Mahindra Ltd, Apollo Hospitals Enterprise 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 Reinvestment of Income Distribution cum Capital Withdrawal
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 Reinvestment of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
Shalav Saket
Fund Manager of Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal, since 31 December 2025
Anuj Bansal
Fund Manager of Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal, since 27 February 2026
Rohit Seksaria
Fund Manager of Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal, since 27 February 2026
- AUM of the fund stands at 1.5K Cr as of Jul'26
- AUM increased by 72.4 Cr between Jul'26 and Jun'26
Frequently Asked Questions for Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal?
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