Sundaram Consumption Fund - IDCW - Direct Plan

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  • 1.27 %Nav, as on 18-03-2026

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  • Net Change on 18-03-2026

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  • Assets (Cr.)

  • Expense Ratio

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) -9.68 -12.55 -1.06 13.58 12.33 13.34
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 -1.06 13.58 12.33 1.21 1,457.55
Aditya Birla Sun Life Consumption Fund -DIRECT - IDCW Jan 01, 2013 3.40 14.10 13.21 0.78 6,184.16
Mirae Asset Great Consumer Fund Direct IDCW Jan 01, 2013 3.48 15.11 14.99 0.44 4,472.86
ICICI Prudential Bharat Consumption Fund - Direct Plan - IDCW Option Apr 12, 2019 2.46 14.58 14.54 1.11 3,092.63
SBI Consumption Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 -2.85 11.85 15.34 0.94 2,969.84
NIPPON INDIA CONSUMPTION FUND - DIRECT Plan - IDCW Option Jan 01, 2013 0.19 13.84 15.80 0.60 2,512.37

Fund Holdings as on 28-February-2026

  • Bharti Airtel Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan UniLever Ltd

  • ITC Ltd

  • Titan Company Ltd

  • Zomato Ltd

  • Apollo Hospitals Enterprise Ltd

  • Maruti Suzuki India Ltd

  • Nestle India Ltd

  • S.J.S. Enterprises Ltd

  • Britannia Industries Ltd

  • Trent Ltd

  • Bajaj Holdings & Investment Ltd

  • Safari Industries (India) Ltd

  • Kalyan Jewellers India Ltd

  • United Spirits Ltd

  • Whirlpool of India Ltd

  • Hero MotoCorp Ltd

  • Jyothy Laboratories Ltd

  • Brigade Enterprises Ltd

  • Asian Paints Ltd

  • Info Edge (India) Ltd

  • TREPS

  • Avenue Supermarts Ltd

  • Jubilant Foodworks Ltd

  • Devyani international limited

  • Interglobe Aviation Ltd

  • Go Fashion (India ) Ltd

  • Electronics Mart India Ltd

  • United Breweries Ltd

  • Tenneco Clean Air India Ltd

  • TVS Motor Company 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

  • Breweries & Distilleries

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • Construction - Real Estate

  • Paints

  • BPO/ITeS

  • Miscellaneous

  • Airlines

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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 ₹1,457.55 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 ₹0.34(1.27%)yesterday to ₹27.0063.

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