Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth

+13.83%
3Y annualised
-0.93% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Apr '26
₹89.38
Min. for SIP
₹100
Fund size (AUM)
₹1,293.62 Cr
Expense ratio
2.18%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹56,858
-5.24%
3 years₹1,80,000₹1,86,450
+3.58%
5 years₹3,00,000₹3,70,573
+23.52%
10 years₹6,00,000₹10,49,899
+74.98%

Holdings (27)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity10.13%
Mahindra & Mahindra Ltd.AutomobileEquity9.18%
ITC Ltd.Consumer StaplesEquity8.30%
Titan Company Ltd.Consumer DiscretionaryEquity6.50%
Eternal Ltd.ServicesEquity5.74%
Hindustan Unilever Ltd.Consumer StaplesEquity5.05%
Apollo Hospitals Enterprise Ltd.HealthcareEquity4.92%
Maruti Suzuki India Ltd.AutomobileEquity4.05%
Nestle India Ltd.Consumer StaplesEquity3.92%
SJS Enterprises Ltd.AutomobileEquity3.38%
Trent Ltd.ServicesEquity3.16%
Bajaj Holdings & Investment Ltd.FinancialEquity2.93%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity2.75%
TVS Motor Company Ltd.AutomobileEquity2.57%
Jubilant FoodWorks Ltd.ServicesEquity2.45%
Britannia Industries Ltd.Consumer StaplesEquity2.42%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity2.24%
Interglobe Aviation Ltd.ServicesEquity1.92%
United Spirits Ltd.Consumer StaplesEquity1.91%
Avenue Supermarts Ltd.ServicesEquity1.77%
Brigade Enterprises Ltd.ConstructionEquity1.76%
Info Edge (India) Ltd.ServicesEquity1.62%
Asian Paints Ltd.ChemicalsEquity1.61%
Varun Beverages Ltd.Consumer StaplesEquity1.51%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity1.48%
Devyani International Ltd.ServicesEquity1.09%
Electronics Mart India Ltd.ServicesEquity1.04%
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+13.8%+13.5%+12.5%+11.6%
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

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

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 ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹89.38. 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₹67,021.82 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,