Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth

+9.75%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jun '26
₹87.08
Min. for SIP
₹100
Fund size (AUM)
₹1,427.62 Cr
Expense ratio
2.81%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹55,770
-7.05%
3 years₹1,80,000₹1,78,083
-1.06%
5 years₹3,00,000₹3,55,113
+18.37%
10 years₹6,00,000₹10,07,956
+67.99%

Holdings (38)

NameSectorInstrumentsAssets
Bharti Airtel LtdTechnologyEquity8.75%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity8.25%
ITC LtdConsumer StaplesEquity8.23%
Zomato LtdTechnologyEquity7.38%
Titan Company LtdConsumer DiscretionaryEquity6.53%
Apollo Hospitals Enterprise LtdHealthcareEquity4.59%
Nestle India LtdConsumer StaplesEquity4.41%
Maruti Suzuki India LtdConsumer DiscretionaryEquity3.97%
Trent LtdConsumer DiscretionaryEquity3.60%
Hindustan Unilever LtdConsumer StaplesEquity3.44%
S.J.S Enterprises LtdConsumer DiscretionaryEquity2.98%
TVS Motor Company LtdConsumer DiscretionaryEquity2.87%
Interglobe Aviation LtdIndustrialsEquity2.69%
Whirlpool Of India LtdConsumer DiscretionaryEquity2.53%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity2.45%
Varun Beverages LtdConsumer StaplesEquity2.34%
Britannia Industries LtdConsumer StaplesEquity2.31%
Bajaj Auto LtdConsumer DiscretionaryEquity1.99%
Brigade Enterprises LtdReal EstateEquity1.94%
United Spirits LtdConsumer StaplesEquity1.88%
Asian Paints LtdMaterialsEquity1.65%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity1.47%
Electronics Mart India LtdConsumer DiscretionaryEquity1.33%
Safari Industries (India) LtdConsumer DiscretionaryEquity1.32%
Sapphire Foods India LtdConsumer DiscretionaryEquity1.23%
Bikaji Foods International LtdConsumer StaplesEquity1.01%
Gillette India LtdConsumer StaplesEquity0.99%
Bajaj Holdings & Investment LtdFinancialEquity0.97%
Affle (India) LtdIndustrialsEquity0.95%
IIFL Wealth Management LtdFinancialEquity0.94%
Tata Motors LtdIndustrialsEquity0.91%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.84%
Avenue Supermarts LtdConsumer StaplesEquity0.78%
Devyani International LtdConsumer DiscretionaryEquity0.74%
RepoUnspecifiedRepo0.72%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.50%
One 97 Communications LtdIndustrialsEquity0.49%
Fortis Healthcare LtdHealthcareEquity0.02%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+9.8%+10.6%+11.3%+11.4%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)1298--

Exit load, stamp duty and tax

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

AB
Anuj Bansal
Feb 2026 - Present
View details

Education
MBA (PGDM) from IIM Lucknow, B.Tech in Electrical and Electronics Engineering, M.Tech in Microelectronics.
Experience
Prior to joining the Sundaram MF, he was associated with JP Morgan Asset Management, Ambit Capital, Landmark Group and Hillhouse Capital.
Also manages these schemes

About Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Anuj Bansal is the Current Fund Manager of Sundaram Consumption Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 04 Jun 2026 is ₹87.08. The Sundaram Consumption Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.5% if redeemed within 30 days ;

Investment Objective

The Scheme seeks to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,