1M
6M
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5Y
All
| NAV: 17 Apr 2025 | ₹93.38 |
| Min. SIP amount | Not Supported |
| 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 | 14.3% | 17.6% | 21.9% | 12.5% |
| Category average | 10.7% | 16.7% | 22.6% | NA |
| Rank with in category | 2 | 3 | 7 | 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
Expense ratio, exit load and tax
Expense ratio: 2.21%
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 | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Nikunj GalaJul 2024 - PresentView details
Nikunj Gala
Jul 2024 - Present
View details
Education
Mr. Gala has done MBA from NMIMS (Mumbai) and B.E (IT)
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, ASK Investment Managers, IIFL Institutional Equities and ICICI Securities
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 Regular Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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