Sundaram Consumption Fund Direct IDCW

Equity
Thematic
Very High Risk
Payout
+16.26%
3Y annualised
-0.88% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Sep 2025
₹33.71
Rating
3
Min. SIP amount
₹100
Fund size
₹1,599.12Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (34)

NameSectorInstrumentAssets
CommunicationEquity9.33%
AutomobileEquity8.33%
Consumer StaplesEquity7.90%
Consumer StaplesEquity7.32%
ServicesEquity5.68%
Consumer DiscretionaryEquity4.83%
AutomobileEquity4.14%
HealthcareEquity3.76%
Consumer DiscretionaryEquity3.02%
ServicesEquity2.96%
FinancialEquity2.87%
Consumer StaplesEquity2.62%
Consumer StaplesEquity2.45%
Consumer StaplesEquity2.42%
ServicesEquity2.40%
Consumer StaplesEquity1.99%
AutomobileEquity1.91%
AutomobileEquity1.86%
ConstructionEquity1.85%
ServicesEquity1.84%
ServicesEquity1.59%
ChemicalsEquity1.52%
ServicesEquity1.44%
Consumer StaplesEquity1.44%
AutomobileEquity1.39%
Consumer DiscretionaryEquity1.36%
Consumer StaplesEquity1.27%
Consumer DiscretionaryEquity1.25%
ServicesEquity1.18%
ServicesEquity1.12%
Consumer StaplesEquity1.10%
AutomobileEquity0.33%
Consumer StaplesEquity0.15%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.00%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-5.9%16.3%21.3%15.5%
Category average-6.9%15.6%21.6%NA
Rank with in category8810NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.31%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 1.31%
Consistently higher annualised returns than category average for the past 1Y and 3Y

Cons

5Y annualised returns lower than category average by 0.3%

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