Sundaram Consumption Fund - Growth - Direct Plan

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  • (-0.29%)Nav, as on 26-02-2026

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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  • Minimum SWP Investment (₹)

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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 Direct Plan - Growth) 1.81 -7.38 4.42 16.49 14.03 14.35
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 Direct Plan - Growth) Jan 02, 2013 4.42 16.49 14.03 1.21 1,460.62
Aditya Birla Sun Life Consumption Fund - Growth - Direct Plan Jan 01, 2013 10.69 16.69 14.62 0.79 6,141.19
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 10.38 18.25 16.77 0.43 4,386.24
ICICI Prudential Bharat Consumption Fund - Direct Plan - Growth Option Apr 12, 2019 7.42 17.01 15.95 1.11 3,075.94
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 3.28 14.30 16.85 0.92 2,930.06
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 7.50 18.90 16.05 0.76 2,531.65

Fund Holdings as on 31-January-2026

  • Bharti Airtel Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan UniLever Ltd

  • ITC Ltd

  • Titan Company Ltd

  • Zomato Ltd

  • Maruti Suzuki India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Nestle India Ltd

  • Britannia Industries Ltd

  • S.J.S. Enterprises Ltd

  • Trent Ltd

  • Bajaj Holdings & Investment Ltd

  • Safari Industries (India) Ltd

  • United Spirits Ltd

  • Kalyan Jewellers India Ltd

  • Hero MotoCorp Ltd

  • Whirlpool of India Ltd

  • Info Edge (India) Ltd

  • Jyothy Laboratories Ltd

  • Brigade Enterprises Ltd

  • Avenue Supermarts Ltd

  • Asian Paints Ltd

  • TREPS

  • Go Fashion (India ) Ltd

  • Jubilant Foodworks Ltd

  • Devyani international limited

  • Interglobe Aviation Ltd

  • Electronics Mart India Ltd

  • United Breweries Ltd

  • Tenneco Clean Air India Ltd

  • TVS Motor Company 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

  • Consumer Food

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Retailing

  • Cigarettes/Tobacco

  • e-Commerce

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Finance - NBFC

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

  • Construction - Real Estate

  • Paints

  • Miscellaneous

  • Airlines

  • Unspecified

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  • 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 ₹1,460.62 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 ₹-0.3(-0.29%)yesterday to ₹101.5861.

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

The Sundaram Consumption Fund is managed by Rohit Seksaria and Shalav Saket.

Fund House Contact

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

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