Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth

+6.14%
3Y annualised
+1.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Oct '26
₹88.19
Min. for SIP
₹100
Fund size (AUM)
₹1,407.53 Cr
Expense ratio
2.57%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,716
-3.81%
3 years₹1,80,000₹1,74,801
-2.89%
5 years₹3,00,000₹3,45,742
+15.25%
10 years₹6,00,000₹9,80,731
+63.46%

Holdings (39)

NameSectorInstrumentsAssets
Zomato LtdTechnologyEquity9.11%
Bharti Airtel LtdTechnologyEquity8.29%
ITC LtdConsumer StaplesEquity8.06%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity7.06%
TVS Motor Company LtdConsumer DiscretionaryEquity4.61%
Varun Beverages LtdConsumer StaplesEquity4.10%
Interglobe Aviation LtdIndustrialsEquity4.00%
Bajaj Auto LtdConsumer DiscretionaryEquity3.92%
Apollo Hospitals Enterprise LtdHealthcareEquity3.82%
Titan Company LtdConsumer DiscretionaryEquity3.71%
S.J.S Enterprises LtdConsumer DiscretionaryEquity2.97%
Avenue Supermarts LtdConsumer StaplesEquity2.63%
United Spirits LtdConsumer StaplesEquity2.43%
One 97 Communications LtdIndustrialsEquity2.41%
RepoUnspecifiedRepo2.38%
ICICI Bank LtdFinancialEquity2.26%
Fortis Healthcare LtdHealthcareEquity2.22%
Sapphire Foods India LtdConsumer DiscretionaryEquity2.11%
Berger Paints India LtdMaterialsEquity2.11%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity2.10%
Nestle India LtdConsumer StaplesEquity2.01%
Asian Paints LtdMaterialsEquity1.64%
Affle (India) LtdIndustrialsEquity1.63%
Tata Motors LtdIndustrialsEquity1.62%
Bikaji Foods International LtdConsumer StaplesEquity1.60%
Page Industries LtdConsumer DiscretionaryEquity1.57%
Cash MarginUnspecifiedCash Margin1.41%
Safari Industries (India) LtdConsumer DiscretionaryEquity1.36%
PB Fintech LtdFinancialEquity1.24%
LG Electronics India Ltd.Consumer DiscretionaryEquity1.12%
Poonawalla Fincorp LtdFinancialEquity1.03%
Dhoot Transmission LtdConsumer DiscretionaryEquity0.97%
IIFL Wealth Management LtdFinancialEquity0.95%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity0.94%
Hyundai Motor India Ltd OCT-2026Consumer DiscretionaryFutures0.68%
Manipal Health Enterprises LtdHealthcareEquity0.50%
KPR Mills LtdConsumer DiscretionaryEquity0.48%
Jubilant Foodworks Ltd OCT-2026Consumer DiscretionaryFutures0.27%
Net PayablesUnspecifiedNet Payables-1.33%
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+6.1%+8.3%+9.6%+11.2%
Category average (Equity Thematic)+7.5%+8.4%+12.2%+13.0%
Rank (Equity Thematic)1789--

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 ₹77,566 Cr and the Latest NAV as of 27 Oct 2026 is ₹88.19. 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₹77,566.02 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,