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Sundaram Consumption Fund(G)

very highequityconsumption
94.62 0.11(0.12%) NAV as on 22 Sep 2026
-3.4 % 1 M
-6.61 % 1 Y
8.89 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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FUND OBJECTIVE

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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.55

As on 31 Aug, 2026
age-icon Age :

20 yrs 4 m

Since 12 05 ,2006
exit_load Exit Load :

0.5%

aum AUM :

1,516.36 Crs

lock_in Lock-in :

0.50% on or before 30D, Nil after 30D

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

12.59

Min_Investment Min. Investment :

SIP 100 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NIFTY INDIA CONSUMPTION - TRI

Fund_manager Fund Manager :

Anuj Bansal,Rohit Seksaria,Shalav Saket

LATEST ASSET & PORTFOLIO ALLOCATION

as on Aug 31 ,2026
Others 3.17 %
Equity 96.83 %

TOP HOLDINGS

Eternal Ltd.9.23 %
Bharti Airtel Ltd.7.94 %
Mahindra & Mahindra Ltd.7.29 %
Apollo Hospitals Enterprise Ltd.5.03 %
Titan Company Ltd.4.93 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Consumer Food12.49
e-Commerce9.23
Automobiles - Passenger Cars8.92
Telecommunication - Service Provider7.94
Hospital & Healthcare Services7.74
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 30-Mar-2026)55.8259.1481.3288.8580.97
Net Assets(Rs Crores) (as on 30-Mar-2026) 1144.26 1086.18 1365.69 1445.25 1293.62
Scheme Returns(%)(Absolute)12.275.0436.578.83-8.26
B'mark Returns(%)(Absolute)NANANANANA
Category Rank39/5733/7645/9037/10291/120

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram Consumption Fund(G)Very HighEquity94.620.11(0.12%)NAV As on 22 Sep, 202612-May-2006Inception Date1,516.36AUM In Cr.-6.61%1Y8.89%3Y10.32%5Y11.66%Since Inception
HSBC Consumption Fund-Reg(G)Very HighEquity15.400.03(0.17%)NAV As on 22 Sep, 202631-Aug-2023Inception Date1,816.62AUM In Cr.0.97%1Y15.39%3YNA%5Y15.15%Since Inception
Tata India Consumer Fund-Reg(G)Very HighEquity47.00-0.05(-0.10%)NAV As on 22 Sep, 202628-Dec-2015Inception Date2,900.93AUM In Cr.1.42%1Y13.43%3Y11.93%5Y15.50%Since Inception
Canara Rob Consumption Fund-Reg(G)Very HighEquity105.98-0.14(-0.13%)NAV As on 22 Sep, 202614-Sep-2009Inception Date1,986.55AUM In Cr.-5.55%1Y9.79%3Y9.85%5Y14.87%Since Inception
Mirae Asset Great Consumer Fund-Reg(G)Very HighEquity92.120.25(0.28%)NAV As on 22 Sep, 202629-Mar-2011Inception Date4,742.18AUM In Cr.-6.02%1Y9.77%3Y10.81%5Y15.41%Since Inception
UTI India Consumer Fund-Reg(G)Very HighEquity56.90-0.06(-0.10%)NAV As on 22 Sep, 202630-Jul-2007Inception Date733.44AUM In Cr.-5.86%1Y9.54%3Y7.75%5Y9.50%Since Inception