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

Sundaram 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 · 2.53%Inception · 12-05-2006
NAV
₹89.20
+1.01% · as of 13-10-2026
Since inception
11.36%
CAGR
Benchmark (inception)
13.51%
CAGR
Fund size
₹1,408 Cr
AUM
Expense ratio
2.53%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +11.36% CAGR vs benchmark +13.51%.

Portfolio

Where the money is invested

Top holdings

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.63%
ZOMATO LIMITED EQ7.93%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.57.27%
TITAN COMPANY LIMITED EQ NEW Re.1/-6.59%
ITC LIMITED EQ NEW FV RE.1/-5.63%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-5.23%
Nestle India Ltd4.26%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-3.69%
S.J.S. ENTERPRISES LIMITED EQ3.67%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.36%

Sector allocation

Fast Moving Consumer Goods21.31%
Automobile and Auto Components21.21%
Consumer Services17.03%
Consumer Durables13.43%
Telecommunication8.63%
Healthcare5.25%
Services3.69%
Financial Services3.46%
Textiles1.01%
Information Technology0.95%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 11.4% p.a.
₹10,000
10 years
Projected value
₹22,36,846
Invested: ₹12,00,000
Gained: ₹10,36,846
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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