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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Equity: Thematic-Consumption Open Ended Scheme
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NAV
₹ 29.2802 ₹ -0.11 (-0.37 %)
as on 23-06-2025
Asset Size (AUM)
1,548.07 Cr
Launch Date
May 12, 2006
Invest in this scheme
Investment Objective
The primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equityrelated instruments of companies engaged in rural and/or consumption business
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in May 12, 2006
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11.93

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.01 %
Expense Ratio
2.19%
Volatility
11.59 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM - Mr. Ratish B. Varier
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more.
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10715
FD₹ 10600
Gold₹ 10800
Nifty₹ 10594
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 23-06-2025
Created with Highcharts 4.1.4ReturnsSundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)Nifty India Consumption TRIEquity: Thematic-ConsumptionYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesSundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)Nifty India Consumption TRIEquity: Thematic-Consumption2016201720182019202020212022202320242025-20-1001020304050

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000118,854-1,146-2.09
Benchmark110,000112,0232,0233.74
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 12-05-2006 7.15 19.58 21.33 20.16 13.38
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 7.72 20.19 21.96 20.66 14.08
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 7.52 0.0 0.0 0.0 0.0
HSBC Consumption Fund - Regular Growth 31-08-2023 6.2 0.0 0.0 0.0 0.0
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 5.15 19.92 22.8 21.32 0.0
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
Fast Moving Consumer Goods29.8
Automobile and Auto Components17.2
Consumer Services17.12
Consumer Durables12.67
Telecommunication9.47
N/A5.01
Healthcare3.51
Financial Services3.01
Realty2.21
Portfolio Holdings
CompanyHoldings (%)
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-9.47
ITC LIMITED EQ NEW FV RE.1/-8.08
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.57.51
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 16.68
TITAN COMPANY LIMITED EQ NEW Re.1/-4.88
MARUTI SUZUKI INDIA LIMITED EQ4.66
ZOMATO LIMITED EQ4.62
TREPS4.49
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-4.45
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.51
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-3.36
TRENT LIMITED EQ NEW FV Re. 1/-3.15
KALYAN JEWELLERS INDIA LIMITED EQ3.03
BAJAJ HOLDINGS AND INVESTMENT LTD. EQ3.01
Nestle India Ltd2.62
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 12.36
BRIGADE ENTERPRISES LIMITED EQ2.21
AVENUE SUPERMARTS LIMITED EQ2.08
EQ - INFO-EDGE (INDIA) LTD.2
JYOTHY LABS LIMITED EQ NEW RE. 1/-1.95
S.J.S. ENTERPRISES LIMITED EQ1.68
HERO MOTOCORP LIMITED EQ FV RS 21.63
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-1.54
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-1.51
BAJAJ AUTO LIMITED EQ1.43
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-1.4
DEVYANI INTERNATIONAL LIMITED EQ NEW FV Re.1/-1.36
ELECTRONICS MART INDIA LIMITED EQ1.35
UNITED BREWERIES LIMITED EQ NEW FV RE.1/-1.21
GO FASHION (INDIA) LIMITED EQ1.05
Varun Beverages Ltd0.91
Cash and Other Net Current Assets0.54
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-0.29
Sector Allocation
Created with Highcharts 4.1.4Fast Moving Consumer GoodsAutomobile and Auto ComponentsConsumer ServicesConsumer DurablesTelecommunicationHealthcareFinancial ServicesOthers
Portfolio Holdings
Created with Highcharts 4.1.4BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-ITC LIMITED EQ NEW FV RE.1/-MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1TITAN COMPANY LIMITED EQ NEW Re.1/-MARUTI SUZUKI INDIA LIMITED EQZOMATO LIMITED EQTREPSUNITED SPIRITS LIMITED EQ NEW FV RS. 2/-Others