Sundaram Consumption Fund Regular Plan - Growth)

Equity: Thematic-Consumption Open Ended Scheme
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NAV
₹ 91.7491 ₹ -0.26 (-0.28 %)
as on 13-07-2026
Asset Size (AUM)
1,388.09 Cr
Launch Date
May 12, 2006
Invest in this scheme
Investment 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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in May 12, 2006
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11.67

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.35 %
Expense Ratio
2.14%
Volatility
11.59 %
Fund House
Sundaram Mutual Fund
Fund Manager
Anuj Bansal, Rohit Seksaria, Shalav Saket
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
0.50% on or before 30D, Nil after 30D
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Consumption Fund Regular Plan - Growth)
Tata India Consumer Fund-Regular Plan-Growth
Kotak Consumption Fund - Regular Plan - Growth Option
Bank Of India Consumption Fund - Regular - Growth
ITI Bharat Consumption Fund - Regular Plan Plan - Growth
HSBC Consumption Fund - Regular Growth
Quant Consumption Fund - Growth Option - Regular Plan
UTI India Consumer Fund - Regular Plan - Growth Option
Edelweiss Consumption Fund - Regular - Growth
Mirae Asset Great Consumer Fund - Regular Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 13-07-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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 Regular Plan - Growth) 12-05-2006 -5.19 -0.63 9.63 10.84 11.35
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 6.12 4.03 14.58 14.2 15.9
Kotak Consumption Fund - Regular Plan - Growth Option 16-11-2023 4.55 4.91 0.0 0.0 0.0
Bank Of India Consumption Fund - Regular - Growth 20-12-2024 1.86 0.0 0.0 0.0 0.0
ITI Bharat Consumption Fund - Regular Plan Plan - Growth 28-02-2025 1.73 0.0 0.0 0.0 0.0
HSBC Consumption Fund - Regular Growth 31-08-2023 1.71 4.04 0.0 0.0 0.0
Quant Consumption Fund - Growth Option - Regular Plan 05-01-2024 1.37 -5.26 0.0 0.0 0.0
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 0.77 -0.76 10.44 10.08 10.77
Edelweiss Consumption Fund - Regular - Growth 20-02-2025 0.54 0.0 0.0 0.0 0.0
Mirae Asset Great Consumer Fund - Regular Plan - Growth Option 29-03-2011 -0.66 -0.27 10.45 12.88 14.87
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings