1M
6M
1Y
3Y
5Y
All
| NAV: 31 Mar 2025 | ₹97.15 |
| Min. SIP amount | ₹100 |
| Rating | 2 |
| Fund size | ₹1,398.19Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹57,974 (-3.38%)
Holdings (31)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharti Airtel Ltd. | Communication | Equity | 10.55% |
ITC Ltd. | Consumer Staples | Equity | 8.45% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 7.13% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 5.49% |
Titan Company Ltd. | Consumer Discretionary | Equity | 5.18% |
Maruti Suzuki India Ltd. | Automobile | Equity | 5.00% |
Eternal Ltd. | Services | Equity | 4.77% |
United Spirits Ltd. | Consumer Staples | Equity | 4.17% |
Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 3.75% |
Trent Ltd. | Services | Equity | 2.99% |
Bajaj Holdings & Investment Ltd. | Financial | Equity | 2.87% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.77% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.71% |
Nestle India Ltd. | Consumer Staples | Equity | 2.65% |
Britannia Industries Ltd. | Consumer Staples | Equity | 2.18% |
Info Edge (India) Ltd. | Services | Equity | 2.17% |
Avenue Supermarts Ltd. | Services | Equity | 1.96% |
Jyothy Labs Ltd. | Consumer Staples | Equity | 1.83% |
SJS Enterprises Ltd. | Automobile | Equity | 1.69% |
Electronics Mart India Ltd. | Services | Equity | 1.56% |
Asian Paints Ltd. | Chemicals | Equity | 1.50% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.49% |
Bajaj Auto Ltd. | Automobile | Equity | 1.45% |
Brigade Enterprises Ltd. | Construction | Equity | 1.44% |
Devyani International Ltd. | Services | Equity | 1.41% |
United Breweries Ltd. | Consumer Staples | Equity | 1.32% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.32% |
Hero Motocorp Ltd. | Automobile | Equity | 1.22% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.92% |
Chalet Hotels Ltd. | Services | Equity | 0.52% |
TVS Motor Company Ltd. | Automobile | Equity | 0.26% |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.2% | 17.8% | 23.9% | 15.1% |
| Category average | 6.7% | 16.1% | 23.5% | NA |
| Rank with in category | 4 | 4 | 8 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 1.32%
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
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,
Website
www.karvymfs.comPros and cons
Category: Equity Thematic
Pros
Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
1Y category rank: 4, 3Y category rank: 4
Cons
Higher expense ratio: 1.32%
Low rating: 2
Compare 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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