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.
₹29.13
1D
NAV as on 27 May 2025
12.35%/per year
Since Inception
▲▼
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 (27-May-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
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 (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 95.3%
Debt & Cash 4.7%
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 95.3%
Debt & Cash 4.7%
Top 3 Sectors in April were Consumer Cyclical, Consumer Defensive & Communication
Consumer Cyclical
43%
Consumer Defensive
35%
Communication
12%
Consumer Cyclical
42%
Consumer Defensive
33%
Communication
14%
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal Holdings Details
as on (30-Apr-25)
Equity
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 | 2.19% |
Benchmark | IISL Nifty India Consumption TR INR |
| AUM | ₹1532 Cr |
| Inception Date | 12 May, 2006 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 26.62% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| 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 Ratish Varier. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal has ₹1532 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 2.2.
Returns
Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal has given a CAGR return of 12.35% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.95%, 20.33% and 22.40% 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, 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 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
Ratish Varier
Fund Manager of Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal, since 1 January 2022
- AUM of the fund stands at 1.5K Cr as of Apr'25
- AUM increased by 87.1 Cr between Apr'25 and Mar'25
More funds from Sundaram
5Y CAGR
▲ 32.40
5Y CAGR
▲ 37.04
5Y CAGR
▲ 33.10
5Y CAGR
▲ 30.93
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?
- Download the INDmoney app.
- Search for ‘Sundaram Consumption Fund Reinvestment of Income Distribution cum Capital Withdrawal’.
- 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.