1M
6M
1Y
3Y
5Y
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| NAV: 17 Apr 2025 | ₹102.14 |
| Min. SIP amount | ₹100 |
| Rating | 2 |
| 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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 15.3% | 18.7% | 23.0% | 15.5% |
| Category average | 10.7% | 16.7% | 22.6% | NA |
| Rank with in category | 2 | 2 | 8 | NA |
Understand terms
Holdings (32)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharti Airtel Ltd. | Communication | Equity | 11.27% |
ITC Ltd. | Consumer Staples | Equity | 8.48% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 7.21% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 5.47% |
Titan Company Ltd. | Consumer Discretionary | Equity | 4.99% |
Maruti Suzuki India Ltd. | Automobile | Equity | 4.66% |
United Spirits Ltd. | Consumer Staples | Equity | 4.40% |
Eternal Ltd. | Services | Equity | 4.19% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.62% |
Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 3.36% |
Trent Ltd. | Services | Equity | 3.18% |
Bajaj Holdings & Investment Ltd. | Financial | Equity | 2.99% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.71% |
Nestle India Ltd. | Consumer Staples | Equity | 2.63% |
Avenue Supermarts Ltd. | Services | Equity | 2.28% |
Britannia Industries Ltd. | Consumer Staples | Equity | 2.27% |
Info Edge (India) Ltd. | Services | Equity | 2.16% |
Jyothy Labs Ltd. | Consumer Staples | Equity | 1.91% |
SJS Enterprises Ltd. | Automobile | Equity | 1.73% |
Asian Paints Ltd. | Chemicals | Equity | 1.56% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.53% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.50% |
Electronics Mart India Ltd. | Services | Equity | 1.46% |
Brigade Enterprises Ltd. | Construction | Equity | 1.43% |
Bajaj Auto Ltd. | Automobile | Equity | 1.40% |
United Breweries Ltd. | Consumer Staples | Equity | 1.31% |
Devyani International Ltd. | Services | Equity | 1.23% |
Hero Motocorp Ltd. | Automobile | Equity | 1.20% |
Varun Beverages Ltd. | Consumer Staples | Equity | 1.10% |
Chalet Hotels Ltd. | Services | Equity | 0.55% |
Go Fashion (India) Ltd. | Services | Equity | 0.52% |
TVS Motor Company Ltd. | Automobile | Equity | 0.27% |
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 VarierJan 2022 - PresentView details
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Consumption Fund Direct Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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