Sundaram Consumption Fund Direct Growth

INF903J01NH5 Sundaram Asset Management Company Ltd Equity Growth

Latest NAV

₹99.8916

-8.73% 1Y

as of 06 Oct 2026

Expense ratio

1.69%

AUM

₹1,516 Cr

Min SIP

₹100

Min lump sum

₹100

-8.73%

3Y (ann.)

+7.49%

5Y (ann.)

+9.87%

Launched

Jan 2013

Where the NAV sits & how risky it is

₹99.89

52-week range at 47%

₹99.89

Low 23 Mar 2026₹89.17

High 29 Oct 2025₹112.22

Risk level Very High

Low

Very high

NAV history

03 Jan 2013 Since inception 06 Oct 2026

Returns by period

-4.58%

-7.45%

-2.51%

+8.10%

-8.73%

+7.49%

+9.87%

3Y and 5Y returns are annualised.

Return calculator

Monthly investment

Time period yrs

Assumed yearly return

Top up SIP 10% a year

You invest

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Est. gain

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Est. value

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Invested Gain

Invested Projected value min SIP ₹100

Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.

Where your money goes AS OF 31 MAY 2026

Equity 96.02% Cash & other 7.82%

Sector split

Consumer Cyclical 47.12%

Consumer Defensive 24.24%

Communication Services 9.73%

Healthcare 5.07%

Industrials 2.84%

Technology 2.49%

Basic Materials 1.85%

Real Estate 1.65%

Financial Services 1.03%

NA 0.00%

Country split

India 96.02%

Top 5 hold 38.7% Top 10 hold 58.7% 36 equity holdings

Equity holdings (top 30)

#	Holding	Sector	Country	Weight	YTD
1	Bharti Airtel INE397D01024	Communication Services Telecom Services	India	8.73%	-15.69%
2	Mahindra & Mahindra INE101A01026	Consumer Cyclical Auto Manufacturers	India	8.35%	-19.10%
3	ITC INE154A01025	Consumer Defensive Tobacco	India	7.72%	-26.33%
4	Eternal INE758T01015	Consumer Cyclical Internet Retail	India	7.70%	-15.41%
5	Titan INE280A01028	Consumer Cyclical Luxury Goods	India	6.25%	-0.65%
6	Apollo Hospitals INE437A01024	Healthcare Medical Care Facilities	India	5.05%	+20.67%
7	Nestle INE239A01024	Consumer Defensive Packaged Foods	India	4.42%	+12.21%
8	Maruti Suzuki INE585B01010	Consumer Cyclical Auto Manufacturers	India	4.03%	-21.55%
9	SJS Enterprises INE284S01014	Consumer Cyclical Auto Parts	India	3.57%	+23.22%
10	Hindustan Unilever INE030A01027	Consumer Defensive Household & Personal Products	India	2.87%	-7.60%
11	Interglobe Aviation INE646L01027	Industrials Airlines	India	2.84%	-11.01%
12	TVS Motors INE494B01023	Consumer Cyclical Auto Manufacturers	India	2.83%	-10.02%
13	Trent INE849A01020	Consumer Cyclical Apparel Retail	India	2.74%	-3.43%
14	Varun Beverages INE200M01039	Consumer Defensive Beverages - Non-Alcoholic	India	2.47%	+6.34%
15	Jubilant FoodWorks INE797F01020	Consumer Cyclical Restaurants	India	2.25%	-23.91%
16	Whirlpool INE716A01013	Consumer Cyclical Furnishings, Fixtures & Appliances	India	2.17%	-14.43%
17	Britannia Industries INE216A01030	Consumer Defensive Packaged Foods	India	2.16%	-15.22%
18	One 97 Communications INE982J01020	Technology Software - Infrastructure	India	2.00%	-17.91%
19	United Spirits INE854D01024	Consumer Defensive Beverages - Wineries & Distilleries	India	1.85%	-12.32%
20	Asian Paints INE021A01026	Basic Materials Specialty Chemicals	India	1.85%	-2.84%
21	Sapphire Foods INE806T01020	Consumer Cyclical Restaurants	India	1.83%	-31.96%
22	Brigade Enterprises INE791I01019	Real Estate Real Estate - Development	India	1.65%	-26.73%
23	Safari Industries INE429E01023	Consumer Cyclical Footwear & Accessories	India	1.45%	-28.38%
24	Kalyan Jewellers INE303R01014	Consumer Cyclical Luxury Goods	India	1.30%	-30.22%
25	Tata Motors INE1TAE01010	Consumer Cyclical Auto Manufacturers	India	1.29%	-13.75%
26	Electronics Mart INE02YR01019	Consumer Cyclical Specialty Retail	India	1.25%	+2.09%
27	360 One WAM INE466L01038	Financial Services Asset Management	India	1.03%	-10.08%
28	Gillette INE322A01010	Consumer Defensive Household & Personal Products	India	1.03%	-5.75%
29	Affle 3i INE00WC01027	Communication Services Advertising Agencies	India	1.00%	-18.75%
30	Bikaji Foods International INE00E101023	Consumer Defensive Packaged Foods	India	1.00%	-10.62%

About this scheme

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 manager(s): Rohit Seksaria, Shalav Saket, Anuj Bansal

Exit load: Exit load of 0.5% if redeemed within 30 days

Scheme snapshot

VR Rating

MS Rating

Plan

Growth

Type

DIRECT

Inception

01 Jan 2013

Lump-sum min