Sundaram Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
+18.42%
3Y annualised
+0.97% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Oct 2025
₹111.95
Rating
3
Min. SIP amount
₹100
Fund size
₹1,589.62Cr

Return calculator

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

Holdings (34)

NameSectorInstrumentAssets
CommunicationEquity9.58%
AutomobileEquity9.02%
Consumer StaplesEquity7.79%
Consumer StaplesEquity7.07%
ServicesEquity5.92%
Consumer DiscretionaryEquity4.51%
AutomobileEquity4.06%
HealthcareEquity3.68%
Consumer StaplesEquity3.21%
Consumer DiscretionaryEquity3.11%
FinancialEquity2.92%
Consumer StaplesEquity2.82%
Consumer StaplesEquity2.67%
ServicesEquity2.63%
ServicesEquity2.17%
AutomobileEquity2.16%
Consumer DiscretionaryEquity2.14%
AutomobileEquity2.01%
ConstructionEquity1.90%
Consumer StaplesEquity1.86%
ServicesEquity1.79%
Consumer StaplesEquity1.53%
ServicesEquity1.47%
ChemicalsEquity1.42%
ServicesEquity1.41%
AutomobileEquity1.40%
Consumer DiscretionaryEquity1.31%
ServicesEquity1.22%
Consumer StaplesEquity1.16%
ServicesEquity1.14%
Consumer StaplesEquity1.08%
Consumer StaplesEquity0.54%
AutomobileEquity0.35%
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 returns1.5%18.4%21.4%15.6%
Category average0.1%17.6%21.5%NA
Rank with in category5610NA
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 0.07%

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