Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth

+9.25%
3Y annualised
-0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jul '26
₹91.41
Min. for SIP
₹100
Fund size (AUM)
₹1,422.23 Cr
Expense ratio
2.53%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,925
-1.79%
3 years₹1,80,000₹1,85,141
+2.86%
5 years₹3,00,000₹3,68,276
+22.76%
10 years₹6,00,000₹10,44,715
+74.12%

Holdings (40)

NameSectorInstrumentsAssets
Bharti Airtel LtdTechnologyEquity8.63%
Zomato LtdTechnologyEquity7.93%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity7.27%
Titan Company LtdConsumer DiscretionaryEquity6.59%
ITC LtdConsumer StaplesEquity5.63%
Apollo Hospitals Enterprise LtdHealthcareEquity5.23%
Nestle India LtdConsumer StaplesEquity4.26%
Interglobe Aviation LtdIndustrialsEquity3.69%
S.J.S Enterprises LtdConsumer DiscretionaryEquity3.67%
TVS Motor Company LtdConsumer DiscretionaryEquity3.36%
Trent LtdConsumer DiscretionaryEquity3.12%
Bajaj Auto LtdConsumer DiscretionaryEquity2.82%
Hindustan Unilever LtdConsumer StaplesEquity2.75%
RepoUnspecifiedRepo2.42%
Varun Beverages LtdConsumer StaplesEquity2.32%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity2.15%
Whirlpool Of India LtdConsumer DiscretionaryEquity2.10%
Britannia Industries LtdConsumer StaplesEquity2.09%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.01%
One 97 Communications LtdIndustrialsEquity1.99%
United Spirits LtdConsumer StaplesEquity1.92%
Asian Paints LtdMaterialsEquity1.78%
Sapphire Foods India LtdConsumer DiscretionaryEquity1.78%
Cash MarginUnspecifiedCash Margin1.62%
Tata Motors LtdIndustrialsEquity1.61%
Safari Industries (India) LtdConsumer DiscretionaryEquity1.50%
Bikaji Foods International LtdConsumer StaplesEquity1.38%
Electronics Mart India LtdConsumer DiscretionaryEquity1.30%
IIFL Wealth Management LtdFinancialEquity0.98%
Berger Paints India LtdMaterialsEquity0.97%
Gillette India LtdConsumer StaplesEquity0.96%
Affle (India) LtdIndustrialsEquity0.95%
Avenue Supermarts LtdConsumer StaplesEquity0.75%
KPR Mills LtdConsumer DiscretionaryEquity0.51%
Page Industries LtdConsumer DiscretionaryEquity0.50%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.49%
PB Fintech LtdFinancialEquity0.49%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity0.47%
Fortis Healthcare LtdHealthcareEquity0.02%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.01%
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+9.3%+10.7%+11.2%+11.6%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)1398--

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 ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹91.41. 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₹76,991.28 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,