Sundaram Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
17.50%
3Y annualised
+0.22% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Sep 2025
₹111.05
Rating
3
Min. SIP amount
₹100
Fund size
₹1,576.40Cr

Return calculator

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

Holdings (32)

NameSectorInstrumentAssets
CommunicationEquity9.59%
Consumer StaplesEquity8.06%
AutomobileEquity7.94%
Consumer StaplesEquity7.04%
ServicesEquity5.65%
Consumer DiscretionaryEquity4.52%
AutomobileEquity4.04%
HealthcareEquity3.76%
Consumer DiscretionaryEquity3.16%
FinancialEquity3.07%
Consumer DiscretionaryEquity3.00%
ServicesEquity2.85%
Consumer StaplesEquity2.72%
Consumer StaplesEquity2.43%
Consumer StaplesEquity2.41%
ServicesEquity2.18%
ConstructionEquity2.05%
ServicesEquity1.92%
Consumer StaplesEquity1.89%
AutomobileEquity1.84%
AutomobileEquity1.58%
ServicesEquity1.48%
Consumer StaplesEquity1.47%
ChemicalsEquity1.46%
Consumer StaplesEquity1.38%
AutomobileEquity1.30%
ServicesEquity1.30%
ServicesEquity1.18%
Consumer StaplesEquity1.17%
ServicesEquity1.00%
Consumer DiscretionaryEquity0.78%
AutomobileEquity0.29%
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 returns1.4%17.5%21.1%15.7%
Category average-0.6%16.4%21.2%NA
Rank with in category4710NA
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
1Y category rank: 4

Cons

5Y annualised returns lower than category average by 0.08%

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