Sundaram Consumption Fund - IDCW - Regular Plan

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Fund Overview IDCW | Regular 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 as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 0.87 3.21 6.02 16.05 18.34 12.39
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 - Income Distribution cum Capital Withdrawal (IDCW) May 12, 2006 6.02 16.05 18.34 2.17 1,642.98
Mirae Asset Great Consumer Fund Regular IDCW Mar 29, 2011 7.57 17.02 20.55 1.83 4,769.48
ICICI Prudential Bharat Consumption Fund - IDCW Option Apr 12, 2019 5.64 17.05 19.51 1.99 3,273.31
NIPPON INDIA CONSUMPTION FUND - IDCW Option Sep 30, 2004 5.37 15.22 22.19 1.94 2,800.98
TATA India Consumer Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 5.15 18.28 19.46 1.95 2,660.16
TATA India Consumer Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option Dec 28, 2015 5.15 18.28 19.46 1.95 2,660.16

Fund Holdings as on 31-October-2025

  • Bharti Airtel Ltd

  • Mahindra & Mahindra Ltd

  • ITC Ltd

  • Hindustan UniLever Ltd

  • Zomato Ltd

  • Titan Company Ltd

  • Maruti Suzuki India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Nestle India Ltd

  • TREPS

  • Bajaj Holdings & Investment Ltd

  • Safari Industries (India) Ltd

  • Britannia Industries Ltd

  • Trent Ltd

  • United Spirits Ltd

  • Kalyan Jewellers India Ltd

  • S.J.S. Enterprises Ltd

  • Brigade Enterprises Ltd

  • Hero MotoCorp Ltd

  • Info Edge (India) Ltd

  • Jyothy Laboratories Ltd

  • Avenue Supermarts Ltd

  • TATA Consumer Products Ltd

  • Whirlpool of India Ltd

  • Asian Paints Ltd

  • Bajaj Auto Ltd

  • Jubilant Foodworks Ltd

  • Devyani international limited

  • Electronics Mart India Ltd

  • Go Fashion (India ) Ltd

  • United Breweries Ltd

  • Varun Beverages Ltd

  • Colgate Palmolive (India) Ltd

  • TVS Motor Company Ltd

  • LG Electronics 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

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Retailing

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Miscellaneous

  • Finance - NBFC

  • Auto Ancillary

  • Construction - Real Estate

  • BPO/ITeS

  • Tea/Coffee

  • Consumer Durables - Domestic Appliances

  • Paints

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Most Recent Dividend

  • 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

  • 27/12/2010

  • 20/11/2006

  • 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 12-May-2006 and currently has an AUM of ₹1,642.98 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 ₹-0.15(-0.5%)yesterday to ₹30.3501.

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