Sundaram Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
+15.70%
3Y annualised
+0.67% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Dec 2025
₹106.77
Rating
2
Min. SIP amount
₹100
Fund size
₹1,628.06Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (34)

NameSectorInstrumentAssets
CommunicationEquity10.46%
AutomobileEquity9.76%
Consumer StaplesEquity7.66%
Consumer StaplesEquity6.77%
ServicesEquity5.33%
Consumer DiscretionaryEquity5.11%
AutomobileEquity3.93%
HealthcareEquity3.56%
Consumer StaplesEquity3.43%
Consumer DiscretionaryEquity3.37%
FinancialEquity3.06%
Consumer StaplesEquity2.94%
AutomobileEquity2.93%
ServicesEquity2.74%
Consumer DiscretionaryEquity2.48%
Consumer StaplesEquity2.47%
AutomobileEquity2.21%
Consumer DiscretionaryEquity2.00%
ConstructionEquity1.85%
Consumer StaplesEquity1.80%
ServicesEquity1.77%
ChemicalsEquity1.70%
ServicesEquity1.69%
ServicesEquity1.64%
Consumer StaplesEquity1.56%
ServicesEquity1.40%
ServicesEquity1.24%
Consumer StaplesEquity0.99%
ServicesEquity0.96%
Consumer StaplesEquity0.86%
Consumer StaplesEquity0.52%
AutomobileEquity0.38%
AutomobileEquity0.35%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.00%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns15.7%16.4%14.9%15.0%
Category average15.8%16.5%14.5%NA
Rank with in category8105NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.32%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Ratish Varier
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 1.32%
3Y and 10Y annualised returns higher than category average

Cons

1Y and 5Y annualised returns lower than category average
Low rating: 2

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