Sundaram Consumption Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 as Sundaram Rural and Consumption Fund Regular Plan - Growth) 3.20 11.41 7.41 21.88 21.21 12.68
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 as Sundaram Rural and Consumption Fund Regular Plan - Growth) May 12, 2006 7.41 21.88 21.21 2.19 1,548.26
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 4.77 19.89 21.90 1.85 6,051.93
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 2.87 21.70 23.17 1.85 4,224.05
ICICI Prudential Bharat Consumption Fund - Growth Option Apr 12, 2019 3.50 19.68 21.32 2.00 3,166.07
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 0.98 20.37 26.89 1.98 3,051.86
Nippon India Consumption Fund-Growth Plan-Growth Option Sep 30, 2004 2.78 22.15 25.20 1.97 2,418.88

Fund Holdings as on 31-May-2025

  • Bharti Airtel Ltd

  • ITC Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan UniLever Ltd

  • Titan Company Ltd

  • Maruti Suzuki India Ltd

  • Zomato Ltd

  • TREPS

  • United Spirits Ltd

  • Apollo Hospitals Enterprise Ltd

  • Safari Industries (India) Ltd

  • Trent Ltd

  • Kalyan Jewellers India Ltd

  • Bajaj Holdings & Investment Ltd

  • Nestle India Ltd

  • Britannia Industries Ltd

  • Brigade Enterprises Ltd

  • Avenue Supermarts Ltd

  • Info Edge (India) Ltd

  • Jyothy Laboratories Ltd

  • S.J.S. Enterprises Ltd

  • Hero MotoCorp Ltd

  • TATA Consumer Products Ltd

  • Jubilant Foodworks Ltd

  • Bajaj Auto Ltd

  • Asian Paints Ltd

  • Devyani international limited

  • Electronics Mart India Ltd

  • United Breweries Ltd

  • Go Fashion (India ) Ltd

  • Varun Beverages Ltd

  • Cash and Other Net Current Assets

  • TVS Motor Company Ltd

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  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Consumer Food

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Retailing

  • Breweries & Distilleries

  • Miscellaneous

  • e-Commerce

  • Hospital & Healthcare Services

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Construction - Real Estate

  • BPO/ITeS

  • Auto Ancillary

  • Tea/Coffee

  • Paints

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  • Cash

  • Equity

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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 12-May-2006 and currently has an AUM of ₹1,548.26 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 up ₹0.01(0.01%)yesterday to ₹98.3345.

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