Sundaram Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
18.67%
3Y annualised
+1.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Apr 2025₹102.14
Min. SIP amount₹100
Rating2
Fund size₹1,445.25Cr

Return calculator

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

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.3%18.7%23.0%15.5%
Category average10.7%16.7%22.6%NA
Rank with in category228NA
Understand terms

Holdings (32)

NameSectorInstrumentAssets
CommunicationEquity11.27%
Consumer StaplesEquity8.48%
AutomobileEquity7.21%
Consumer StaplesEquity5.47%
Consumer DiscretionaryEquity4.99%
AutomobileEquity4.66%
Consumer StaplesEquity4.40%
ServicesEquity4.19%
HealthcareEquity3.62%
Consumer DiscretionaryEquity3.36%
ServicesEquity3.18%
FinancialEquity2.99%
Consumer DiscretionaryEquity2.71%
Consumer StaplesEquity2.63%
ServicesEquity2.28%
Consumer StaplesEquity2.27%
ServicesEquity2.16%
Consumer StaplesEquity1.91%
AutomobileEquity1.73%
ChemicalsEquity1.56%
ServicesEquity1.53%
Consumer StaplesEquity1.50%
ServicesEquity1.46%
ConstructionEquity1.43%
AutomobileEquity1.40%
Consumer StaplesEquity1.31%
ServicesEquity1.23%
AutomobileEquity1.20%
Consumer StaplesEquity1.10%
ServicesEquity0.55%
ServicesEquity0.52%
AutomobileEquity0.27%
See All

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 1.31%
Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
1Y category rank: 2, 3Y category rank: 2

Cons

Low rating: 2

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

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.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

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.
Also manages these schemes

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,

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