Sundaram Consumption Fund - IDCW - Regular Plan

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  • (-0.32%)Nav, as on 12-03-2025

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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) -5.45 -12.86 7.58 17.02 16.34 11.99
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 7.58 17.02 16.34 2.22 1,398.19
Mirae Asset Great Consumer Fund Regular IDCW Mar 29, 2011 3.40 16.36 18.67 1.88 3,642.65
ICICI Prudential Bharat Consumption Fund - IDCW Option Apr 12, 2019 1.05 17.51 17.82 2.02 2,859.02
SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 14, 1999 5.73 16.69 21.12 2.01 2,707.28
TATA India Consumer Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 7.50 16.55 18.50 2.05 2,113.62
TATA India Consumer Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option Dec 28, 2015 7.50 16.55 18.50 2.05 2,113.62

Fund Holdings as on 28-February-2025

  • Bharti Airtel Ltd

  • ITC Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan UniLever Ltd

  • Titan Company Ltd

  • TREPS

  • Maruti Suzuki India Ltd

  • Zomato Ltd

  • United Spirits Ltd

  • Safari Industries (India) Ltd

  • Trent Ltd

  • Bajaj Holdings & Investment Ltd

  • Kalyan Jewellers India Ltd

  • Apollo Hospitals Enterprise Ltd

  • Nestle India Ltd

  • Cash and Other Net Current Assets

  • Britannia Industries Ltd

  • Info Edge (India) Ltd

  • Avenue Supermarts Ltd

  • Jyothy Laboratories Ltd

  • S.J.S. Enterprises Ltd

  • Electronics Mart India Ltd

  • Asian Paints Ltd

  • Jubilant Foodworks Ltd

  • Bajaj Auto Ltd

  • Brigade Enterprises Ltd

  • Devyani international limited

  • United Breweries Ltd

  • TATA Consumer Products Ltd

  • Hero MotoCorp Ltd

  • Varun Beverages Ltd

  • Chalet Hotels Ltd

  • TVS Motor Company Ltd

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  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Consumer Food

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Miscellaneous

  • Retailing

  • Breweries & Distilleries

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Auto Ancillary

  • Paints

  • Construction - Real Estate

  • Tea/Coffee

  • Hotel, Resort & Restaurants

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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

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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 ₹1,398.19 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 ₹-0.08(-0.32%)yesterday to ₹26.1707.

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