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Mutual Funds

Sundaram Consumption Fund

Su

Sundaram Consumption Fund

Thematic-ConsumptionRank #32
3/5

NAV (2026-07-14)

91.23

AUM

₹1,422.23 Cr

Exp. Ratio: 2.52%

RISK LEVEL

Very High

Returns & Performance

1 Year-6.04%4.26% vs cat avgRank #28
3 Year9.20%1.27% vs cat avgRank #13
5 Year10.72%1.27% vs cat avgRank #9
Since Launch11.57%--

Fund vs Category Average

1Y
-6.04%-4.26%
3Y
9.20%-1.27%
5Y
10.72%-1.27%

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 (2.52%)
1Y category rank outside top 15 (#28)
Overall rank #32 in category
ISININF903J01561
NAV₹91.23
NAV Date2026-07-14
AUM₹1,422.23 Cr
Expense Ratio2.52%
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

Holdings data not available for this scheme