Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth

Equity
Thematic
Very High Risk
+15.20%
3Y annualised
-1.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹95.50
Min. SIP amount
Not Supported
Fund size
₹1,628.06 Cr
Expense ratio
2.17%

Holdings (34)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity10.46%
Mahindra & Mahindra Ltd.AutomobileEquity9.76%
ITC Ltd.Consumer StaplesEquity7.66%
Hindustan Unilever Ltd.Consumer StaplesEquity6.77%
Eternal Ltd.ServicesEquity5.33%
Titan Company Ltd.Consumer DiscretionaryEquity5.11%
Maruti Suzuki India Ltd.AutomobileEquity3.93%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.56%
Nestle India Ltd.Consumer StaplesEquity3.43%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity3.37%
Bajaj Holdings & Investment Ltd.FinancialEquity3.06%
Britannia Industries Ltd.Consumer StaplesEquity2.94%
SJS Enterprises Ltd.AutomobileEquity2.93%
Trent Ltd.ServicesEquity2.74%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity2.48%
United Spirits Ltd.Consumer StaplesEquity2.47%
Hero Motocorp Ltd.AutomobileEquity2.21%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity2.00%
Brigade Enterprises Ltd.ConstructionEquity1.85%
Jyothy Labs Ltd.Consumer StaplesEquity1.80%
Info Edge (India) Ltd.ServicesEquity1.77%
Asian Paints Ltd.ChemicalsEquity1.70%
Go Fashion (India) Ltd.ServicesEquity1.69%
Avenue Supermarts Ltd.ServicesEquity1.64%
Tata Consumer Products Ltd.Consumer StaplesEquity1.56%
Jubilant FoodWorks Ltd.ServicesEquity1.40%
Devyani International Ltd.ServicesEquity1.24%
United Breweries Ltd.Consumer StaplesEquity0.99%
Electronics Mart India Ltd.ServicesEquity0.96%
Varun Beverages Ltd.Consumer StaplesEquity0.86%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.52%
Tenneco Clean Air India LtdAutomobileEquity0.38%
TVS Motor Company Ltd.AutomobileEquity0.35%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.00%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+15.2%+14.0%+14.0%+12.2%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)12117--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

RV
Ratish Varier
Jan 2022 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

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. Ratish Varier is the Current Fund Manager of Sundaram Consumption Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,948 Cr and the Latest NAV as of 09 Jan 2026 is ₹95.50. The Sundaram Consumption Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹76,948.12 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,