Sundaram Consumption Fund Direct Growth

Sundaram Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
+16.50%
3Y annualised
-0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jan '26
₹103.57
Min. SIP amount
₹100
Fund size
₹1,583.53 Cr
Expense ratio
1.20%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,274
-1.21%
3 years₹1,80,000₹2,05,855
+14.36%
5 years₹3,00,000₹4,12,024
+37.34%
10 years₹6,00,000₹12,03,800
+100.63%

Holdings (35)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity10.78%
Mahindra & Mahindra Ltd.AutomobileEquity9.91%
ITC Ltd.Consumer StaplesEquity7.85%
Hindustan Unilever Ltd.Consumer StaplesEquity6.53%
Titan Company Ltd.Consumer DiscretionaryEquity5.44%
Eternal Ltd.ServicesEquity5.08%
Maruti Suzuki India Ltd.AutomobileEquity4.49%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.72%
Nestle India Ltd.Consumer StaplesEquity3.60%
Trent Ltd.ServicesEquity3.15%
Britannia Industries Ltd.Consumer StaplesEquity3.12%
Bajaj Holdings & Investment Ltd.FinancialEquity3.10%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity3.10%
SJS Enterprises Ltd.AutomobileEquity3.03%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity2.63%
United Spirits Ltd.Consumer StaplesEquity2.53%
Hero Motocorp Ltd.AutomobileEquity2.13%
Brigade Enterprises Ltd.ConstructionEquity1.96%
Jyothy Labs Ltd.Consumer StaplesEquity1.84%
Info Edge (India) Ltd.ServicesEquity1.83%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity1.72%
Asian Paints Ltd.ChemicalsEquity1.68%
Avenue Supermarts Ltd.ServicesEquity1.60%
Go Fashion (India) Ltd.ServicesEquity1.55%
Devyani International Ltd.ServicesEquity1.39%
Jubilant FoodWorks Ltd.ServicesEquity1.34%
Electronics Mart India Ltd.ServicesEquity0.93%
United Breweries Ltd.Consumer StaplesEquity0.58%
Interglobe Aviation Ltd.ServicesEquity0.53%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.51%
Tenneco Clean Air India LtdAutomobileEquity0.41%
TVS Motor Company Ltd.AutomobileEquity0.38%
Varun Beverages Ltd.Consumer StaplesEquity0.28%
Kwality Walls India Ltd.Consumer StaplesEquity0.11%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.00%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+16.5%+15.1%+15.1%+14.6%
Category average (Equity Thematic)+16.5%+16.6%+14.5%--
Rank (Equity Thematic)8106--

Exit load, stamp duty and tax

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

RV
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.

About Sundaram Consumption Fund Direct Growth

Sundaram Consumption Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Ratish Varier is the Current Fund Manager of Sundaram Consumption Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 19 Jan 2026 is ₹103.57. The Sundaram Consumption Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.5% if redeemed within 30 days ;

Investment Objective

The Scheme seeks to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,