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Sundaram Consumption Fund icon

Sundaram Consumption Fund

Thematic-ConsumptionRank #20
3/5

NAV (2026-10-09)

₹88.83

AUM

₹1,407.53 Cr

Exp. Ratio: 2.56%

RISK LEVEL

Very High

Returns & Performance

1 Year-11.08%3.15% vs cat avgRank #18
3 Year5.33%2.48% vs cat avgRank #17
5 Year7.98%0.41% vs cat avgRank #11
Since Launch11.25%1.89% vs cat avg

Fund vs Category Average

1Y
-11.08%-3.15%
3Y
5.33%-2.48%
5Y
7.98%-0.41%

Pros & Cons

Pros

✔No lock-in period

Cons

✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (2.56%)
✖1Y category rank outside top 15 (#18)
✖Overall rank #20 in category
✖Returns since launch below category avg
ISININF903J01561
NAV₹88.83
NAV Date2026-10-09
AUM₹1,407.53 Cr
Expense Ratio2.56%
RiskVery High
Rating3 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme seeks 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.

Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Shalav Saket

MBA, B-Tech, CFA

Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.

Top Holdings

CompanySectorAsset Value (Cr)Asset %
Eternal Ltd.Services₹128.229.11
Bharti Airtel Ltd.Communication₹116.688.29
ITC Ltd.Consumer Staples₹113.448.06
Mahindra & Mahindra Ltd.Automobile₹99.367.06
TVS Motor Company Ltd.Automobile₹64.874.61
Varun Beverages Ltd.Consumer Staples₹57.684.10
Interglobe Aviation Ltd.Services₹56.354.00
Bajaj Auto Ltd.Automobile₹55.243.92
Apollo Hospitals Enterprise Ltd.Healthcare₹53.843.82
Titan Company Ltd.Consumer Discretionary₹52.263.71

Frequently Asked Questions

Common questions about this fund, answered from scheme data

The latest Net Asset Value (NAV) of Sundaram Consumption Fund is ₹88.83 as of 2026-10-09.

The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.