
Sundaram Consumption Fund Direct Growth
Sundaram Consumption Fund Direct Growth
as on 30 Oct 2026
Sundaram Consumption Fund Direct Growth is a Equity mutual fund scheme launched on 01 Jan 2013. The current NAV stands at ₹99.1579 as of 30 Oct 2026. From the funds total AUM, its top holdings include Bharti Airtel at 8.73%, Mahindra & Mahindra at 8.35%, ITC at 7.72%, Eternal at 7.70%, Titan at 6.25%
Scheme Overview
- Inception Date : 01 Jan 2013
- AUM : ₹1,407.53 Cr
- 5Y Returns (CAGR) : 9.69%
- Expense Ratio : 1.67%
- Min. SIP : ₹100
- Min. Lumpsum : ₹100
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 38.71 L
9.69%
Total Investment
₹ 30,00,000
Returns
₹ 8,71,305 (9.69%)
Maturity Value
₹ 38,71,305
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 1,407.53 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹1,407.53 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Consumer Cyclical | 47.12% | ||
| Consumer Defensive | 24.24% | ||
| Communication Services | 9.73% | ||
| Healthcare | 5.07% | ||
| Other | 3.98% | ||
| Industrials | 2.84% | ||
| Technology | 2.49% | ||
| Basic Materials | 1.85% | ||
| Real Estate | 1.65% | ||
| Financial Services | 1.03% |
Stock Holdings
as of 31 May 2026
| Name | Allocation | Weightage |
|---|---|---|
![]() B Bharti Airtel | 8.73% | |
![]() M Mahindra & Mahindra | 8.35% | |
![]() I ITC | 7.72% | |
![]() E Eternal | 7.70% | |
![]() T Titan | 6.25% | |
![]() A Apollo Hospitals | 5.05% | |
![]() N Nestle | 4.42% | |
![]() M Maruti Suzuki | 4.03% | |
![]() S SJS Enterprises | 3.57% | |
![]() T Treps | 3.18% | |
![]() H Hindustan Unilever | 2.87% | |
![]() I Interglobe Aviation | 2.84% | |
![]() T TVS Motors | 2.83% | |
![]() T Trent | 2.74% | |
![]() V Varun Beverages | 2.47% | |
![]() J Jubilant FoodWorks | 2.25% | |
![]() W Whirlpool | 2.17% | |
![]() B Britannia Industries | 2.16% | |
![]() B Bajaj Auto Ltd Jun-2026 | 2.00% | |
![]() O One 97 Communications | 2.00% | |
![]() C Cash And Other Net Current Assets | 1.92% | |
![]() U United Spirits | 1.85% | |
![]() A Asian Paints | 1.85% | |
![]() S Sapphire Foods | 1.83% | |
![]() B Brigade Enterprises | 1.65% | |
![]() S Safari Industries | 1.45% | |
![]() K Kalyan Jewellers | 1.30% | |
![]() T Tata Motors | 1.29% | |
![]() E Electronics Mart | 1.25% | |
![]() 3 360 One WAM | 1.03% | |
![]() G Gillette | 1.03% | |
![]() A Affle 3i | 1.00% | |
![]() B Bikaji Foods International | 1.00% | |
![]() M Margin Money For Derivatives | 0.72% | |
![]() A Avenue Supermarts DMart | 0.71% | |
![]() L LG Electronics | 0.49% | |
![]() B Bajaj Auto | 0.11% | |
![]() F Fortis Healthcare | 0.02% | |
![]() B Bajaj Holdings & Investments | 0.00% | |
![]() D Devyani International | 0.00% |
Fund Comparison
Fund Details
52W High NAV
-
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 1,407.53
Expense Ratio
1.67%
Lock-in Period
No Lock in Period
52W Low NAV
-
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
Nifty India Consumption TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 0.5% if redeemed within 30 days
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Rohit Seksaria | CS, CA & has done MBA from IIM Ahmedabad |
| Shalav Saket | NA |
| Anuj Bansal | NA |
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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
No. of Schemes
32
Total AUM
₹ 77,187.60 Cr
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
FAQs
When was Sundaram Consumption Fund launched?
What is the current NAV of Sundaram Consumption Fund?
What is the AUM of Sundaram Consumption Fund?
What is the rate of return of Sundaram Consumption Fund?
- In the past 1Y: -11.16%
- In the past 3Y: 7.57%
- In the past 5Y: 9.69%
What is the expense ratio of Sundaram Consumption Fund?
What is exit load of Sundaram Consumption Fund?
What is the portfolio of Sundaram Consumption Fund?
- Bharti Airtel: 8.73%
- Mahindra & Mahindra: 8.35%
- ITC: 7.72%
- Eternal: 7.70%
- Titan: 6.25%
Top 3 sectoral holdings include:
- Consumer Cyclical: 47.12%
- Consumer Defensive: 24.24%
- Communication Services: 9.73%
How risky is investing in Sundaram Consumption Fund?
Who is the fund manager Sundaram Consumption Fund?
What is the minimum investment required in Sundaram Consumption Fund?
How to invest in Sundaram Consumption Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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