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Sundaram Consumption Fund(G)

very highequityconsumption
88.10 -0.02(-0.02%) NAV as on 22 May 2026
-2.35 % 1 M
-7.44 % 1 Y
11.72 % 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 :

2.14

As on 30 Apr, 2026
age-icon Age :

20 yrs 0 m

Since 12 05 ,2006
exit_load Exit Load :

0.5%

aum AUM :

1,427.62 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 :

12.12

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 Apr 30 ,2026
Others 1.56 %
Equity 98.44 %

TOP HOLDINGS

Bharti Airtel Ltd.8.75 %
Mahindra & Mahindra Ltd.8.25 %
ITC Ltd.8.23 %
Eternal Ltd.7.38 %
Titan Company Ltd.6.53 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Consumer Food14.49
Automobiles - Passenger Cars12.23
Telecommunication - Service Provider8.75
Cigarettes/Tobacco8.23
Diamond & Jewellery8.01
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 HighEquity88.10-0.02(-0.02%)NAV As on 22 May, 202612-May-2006Inception Date1,427.62AUM In Cr.-7.44%1Y11.72%3Y11.79%5Y11.47%Since Inception
Tata India Consumer Fund-Reg(G)Very HighEquity44.040.07(0.15%)NAV As on 22 May, 202628-Dec-2015Inception Date2,590.64AUM In Cr.3.43%1Y16.04%3Y14.78%5Y15.31%Since Inception
ICICI Pru Bharat Consumption Fund-Reg(G)Very HighEquity23.720.05(0.21%)NAV As on 22 May, 202612-Apr-2019Inception Date3,064.88AUM In Cr.-2.67%1Y13.01%3Y13.74%5Y12.91%Since Inception
Canara Rob Consumption Fund-Reg(G)Very HighEquity102.500.35(0.34%)NAV As on 22 May, 202614-Sep-2009Inception Date1,901.16AUM In Cr.-4.21%1Y12.12%3Y12.47%5Y14.96%Since Inception
Mirae Asset Great Consumer Fund-Reg(G)Very HighEquity87.220.34(0.39%)NAV As on 22 May, 202629-Mar-2011Inception Date4,455.50AUM In Cr.-2.12%1Y12.12%3Y13.33%5Y15.36%Since Inception
Nippon India Consumption Fund(G)Very HighEquity181.910.40(0.22%)NAV As on 22 May, 202630-Sep-2004Inception Date2,442.86AUM In Cr.-6.61%1Y11.99%3Y14.33%5Y14.34%Since Inception