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Sundaram Consumption Fund
Thematic-ConsumptionRank #13
3/5
NAV (2026-09-11)
₹94.4
AUM
₹1,516.36 Cr
Exp. Ratio: 2.51%
RISK LEVEL
Very High
Returns & Performance
1 Year-6.80%1.97% vs cat avgRank #14
3 Year8.05%1.19% vs cat avgRank #14
5 Year10.15%0.34% vs cat avgRank #8
Since Launch11.66%1.72% vs cat avg
Fund vs Category Average
1Y
-6.80%-1.97%
3Y
8.05%-1.19%
5Y
10.15%-0.34%
Pros & Cons
Pros
✔No lock-in period
✔Decent 1Y category rank (#14)
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (2.51%)
✖Overall rank #13 in category
✖Returns since launch below category avg
ISININF903J01561
NAV₹94.4
NAV Date2026-09-11
AUM₹1,516.36 Cr
Expense Ratio2.51%
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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Consumption Fund is ₹94.4 as of 2026-09-11.
Sundaram Consumption Fund is classified as a Thematic-Consumption fund.
Sundaram Consumption Fund is managed by Sundaram Mutual Fund.
The Assets Under Management (AUM) of Sundaram Consumption Fund is ₹1,516.36 Cr.
The expense ratio of Sundaram Consumption Fund is 2.51%.
Sundaram Consumption Fund is managed by Shalav Saket.
The minimum SIP investment for Sundaram Consumption Fund is ₹100.
The exit load for Sundaram Consumption Fund is 0.5%.
As per the SEBI Riskometer, Sundaram Consumption Fund carries a Very High risk level.
Sundaram Consumption Fund has delivered -6.8% (1Y), 8.05% (3Y) and 10.15% (5Y) annualised returns as of 2026-09-11.
Sundaram Consumption Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
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.
