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Sundaram Consumption Fund(G)

very highequityconsumption
97.33 0.77(0.79%) NAV as on 05 Aug 2026
5.28 % 1 M
0.22 % 1 Y
11.83 % 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 30 Jun, 2026
age-icon Age :

20 yrs 2 m

Since 12 05 ,2006
exit_load Exit Load :

0.5%

aum AUM :

1,422.23 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 :

12.7

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 Jun 30 ,2026
Others 4.05 %
Equity 95.95 %

TOP HOLDINGS

Bharti Airtel Ltd.8.63 %
Eternal Ltd.7.93 %
Mahindra & Mahindra Ltd.7.27 %
Titan Company Ltd.6.59 %
ITC Ltd.5.63 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Consumer Food13.98
Automobiles - Passenger Cars9.75
Telecommunication - Service Provider8.63
e-Commerce7.93
Diamond & Jewellery6.59
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 HighEquity97.330.77(0.79%)NAV As on 05 Aug, 202612-May-2006Inception Date1,422.23AUM In Cr.0.22%1Y11.83%3Y12.20%5Y11.90%Since Inception
Tata India Consumer Fund-Reg(G)Very HighEquity48.450.08(0.17%)NAV As on 05 Aug, 202628-Dec-2015Inception Date2,703.34AUM In Cr.8.17%1Y15.63%3Y14.55%5Y16.03%Since Inception
UTI India Consumer Fund-Reg(G)Very HighEquity59.930.17(0.28%)NAV As on 05 Aug, 202630-Jul-2007Inception Date735.17AUM In Cr.5.41%1Y12.17%3Y10.53%5Y9.87%Since Inception
Canara Rob Consumption Fund-Reg(G)Very HighEquity110.360.37(0.34%)NAV As on 05 Aug, 202614-Sep-2009Inception Date1,932.42AUM In Cr.1.10%1Y11.94%3Y12.27%5Y15.27%Since Inception
ICICI Pru Bharat Consumption Fund-Reg(G)Very HighEquity25.910.17(0.66%)NAV As on 05 Aug, 202612-Apr-2019Inception Date3,150.45AUM In Cr.3.14%1Y11.88%3Y14.75%5Y13.89%Since Inception
Mirae Asset Great Consumer Fund-Reg(G)Very HighEquity95.790.41(0.43%)NAV As on 05 Aug, 202629-Mar-2011Inception Date4,550.04AUM In Cr.2.92%1Y11.86%3Y13.48%5Y15.84%Since Inception