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Equity: Thematic-Consumption
Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: Thematic-Consumption

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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.

EquityBenchmark · NIFTY India Consumption TRITER · 2.14%Inception · 12-05-2006
NAV
88.58
+1.33% · as of 14-05-2026
Since inception
11.57%
CAGR
Benchmark (inception)
13.99%
CAGR
Fund size
₹14 Cr
AUM
Expense ratio
2.14%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +11.57% CAGR vs benchmark +13.99%.

Portfolio

Where the money is invested

Top holdings

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-10.13%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.59.18%
ITC LIMITED EQ NEW FV RE.1/-8.30%
TITAN COMPANY LIMITED EQ NEW Re.1/-6.50%
ZOMATO LIMITED EQ5.74%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 15.05%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-4.92%
TREPS4.90%
MARUTI SUZUKI INDIA LIMITED EQ4.05%
Nestle India Ltd3.92%

Sector allocation

Fast Moving Consumer Goods23.11%
Automobile and Auto Components19.18%
Consumer Services16.87%
Consumer Durables14.58%
Telecommunication10.13%
Healthcare4.92%
Financial Services2.93%
Services1.92%
Realty1.76%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 11.6% p.a.
₹10,000
10 years
Projected value
₹22,64,809
Invested: ₹12,00,000
Gained: ₹10,64,809
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
A
Anuj Bansal, Rohit Seksaria, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
102142
ISIN (Growth)
INF903J01561
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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