Sundaram Consumption Fund - Growth - Direct Plan

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  • 0.69 %Nav, as on 20-02-2025

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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 (₹)

  • Minimum STP Investment (₹)

  • 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) -3.72 -5.16 12.49 17.84 15.80 15.31
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 12.49 17.84 15.80 1.28 1,518.44
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 8.78 14.89 16.81 0.83 5,625.62
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 8.07 17.40 18.65 0.43 3,942.01
ICICI Prudential Bharat Consumption Fund - Direct Plan - Growth Option Apr 12, 2019 6.11 18.10 17.27 1.09 3,114.99
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 8.05 18.39 19.94 0.91 2,940.27
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 12.24 18.48 18.43 0.77 2,267.92

Fund Holdings as on 31-January-2025

  • Bharti Airtel Ltd

  • ITC Ltd

  • Titan Company Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan UniLever Ltd

  • Maruti Suzuki India Ltd

  • Zomato Ltd

  • United Spirits Ltd

  • TREPS

  • Safari Industries (India) Ltd

  • Trent Ltd

  • Apollo Hospitals Enterprise Ltd

  • Kalyan Jewellers India Ltd

  • Bajaj Holdings & Investment Ltd

  • Nestle India Ltd

  • Britannia Industries Ltd

  • Info Edge (India) Ltd

  • Jyothy Laboratories Ltd

  • Avenue Supermarts Ltd

  • S.J.S. Enterprises Ltd

  • Eicher Motors Ltd

  • Brigade Enterprises Ltd

  • Jubilant Foodworks Ltd

  • Electronics Mart India Ltd

  • Bajaj Auto Ltd

  • Asian Paints Ltd

  • United Breweries Ltd

  • TATA Consumer Products Ltd

  • Varun Beverages Ltd

  • Devyani international limited

  • Hatsun Agro Product Ltd

  • Chalet Hotels Ltd

  • TVS Motor Company Ltd

  • Cash and Other Net Current Assets

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  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Consumer Food

  • Cigarettes/Tobacco

  • Retailing

  • Breweries & Distilleries

  • e-Commerce

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Finance - NBFC

  • BPO/ITeS

  • Auto Ancillary

  • Construction - Real Estate

  • Paints

  • Tea/Coffee

  • Hotel, Resort & Restaurants

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  • Cash

  • Equity

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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 ₹1,518.44 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 ₹0.67(0.69%)yesterday to ₹98.4614.

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