Sundaram Consumption Fund - IDCW - Direct Plan

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  • (-0.68%)Nav, as on 16-01-2026

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  • Net Change on 16-01-2026

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) -3.01 -6.39 1.57 16.56 15.09 14.47
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty India Consumption - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Jan 02, 2013 1.57 16.56 15.09 1.19 1,583.53
Mirae Asset Great Consumer Fund Direct IDCW Jan 01, 2013 4.24 18.24 17.75 0.42 4,754.24
ICICI Prudential Bharat Consumption Fund - Direct Plan - IDCW Option Apr 12, 2019 2.62 17.17 16.36 1.10 3,232.19
SBI Consumption Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 -3.95 14.58 17.34 0.92 3,162.33
NIPPON INDIA CONSUMPTION FUND - DIRECT Plan - IDCW Option Jan 01, 2013 3.09 16.80 18.19 0.55 2,760.95
TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 2.30 20.01 17.00 0.69 2,671.26

Fund Holdings as on 31-December-2025

  • Bharti Airtel Ltd

  • Mahindra & Mahindra Ltd

  • ITC Ltd

  • Hindustan UniLever Ltd

  • Titan Company Ltd

  • Zomato Ltd

  • Maruti Suzuki India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Nestle India Ltd

  • Trent Ltd

  • Britannia Industries Ltd

  • Bajaj Holdings & Investment Ltd

  • Safari Industries (India) Ltd

  • S.J.S. Enterprises Ltd

  • Kalyan Jewellers India Ltd

  • United Spirits Ltd

  • Hero MotoCorp Ltd

  • Brigade Enterprises Ltd

  • Jyothy Laboratories Ltd

  • Info Edge (India) Ltd

  • Whirlpool of India Ltd

  • Asian Paints Ltd

  • Avenue Supermarts Ltd

  • Go Fashion (India ) Ltd

  • TREPS

  • Devyani international limited

  • Jubilant Foodworks Ltd

  • Electronics Mart India Ltd

  • United Breweries Ltd

  • Interglobe Aviation Ltd

  • Colgate Palmolive (India) Ltd

  • Tenneco Clean Air India Ltd

  • TVS Motor Company Ltd

  • Varun Beverages Ltd

  • Kwality Wall’s (India) Ltd

  • TVS Motor Company Ltd 6.00% (Preference Share) 01-Sep-2026**

  • Cash and Other Net Current Assets

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  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Consumer Food

  • Diamond & Jewellery

  • Cigarettes/Tobacco

  • Retailing

  • e-Commerce

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Breweries & Distilleries

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Paints

  • Miscellaneous

  • Airlines

  • Unspecified

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Most Recent Dividend

  • 22/12/2025

  • 07/10/2024

  • 06/11/2023

  • 10/11/2022

  • 29/04/2021

  • 18/03/2020

  • 13/12/2019

  • 28/08/2019

  • 22/05/2019

  • 13/02/2019

  • 14/11/2018

  • 10/08/2018

  • 29/05/2018

  • 27/03/2018

  • 09/03/2018

  • 10/11/2017

  • 10/08/2017

  • 05/05/2017

  • 15/02/2017

  • 25/11/2016

  • 08/08/2016

  • 05/05/2014

  • Cash

  • Equity

  • Preference Shares

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About Sundaram Consumption Fund

Scheme Analysis

Sundaram Consumption Fund is a Equity - Sectoral Fund - Consumption fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹1,583.53 crore. Sundaram Consumption Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty India Consumption - TRI as secondary index.

The NAV of Sundaram Consumption Fund ended down ₹-0.2(-0.68%)yesterday to ₹29.7329.

Among its top 3 holdings the fund has exposure to Bharti Airtel Ltd, and

The Sundaram Consumption Fund is managed by Ratish Varier .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156