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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 · 2.14%Inception · 12-05-2006
NAV
₹91.53
+0.33% · as of 15-07-2026
Since inception
11.65%
CAGR
Benchmark (inception)
14.01%
CAGR
Fund size
₹1,422 Cr
AUM
Expense ratio
2.14%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +11.65% CAGR vs benchmark +14.01%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.73%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.58.35%
ITC LIMITED EQ NEW FV RE.1/-7.72%
ZOMATO LIMITED EQ7.70%
TITAN COMPANY LIMITED EQ NEW Re.1/-6.25%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-5.05%
Nestle India Ltd4.42%
MARUTI SUZUKI INDIA LIMITED EQ4.03%
S.J.S. ENTERPRISES LIMITED EQ3.57%
TREPS3.18%
Sector allocation
Fast Moving Consumer Goods23.52%
Automobile and Auto Components20.18%
Consumer Services16.48%
Consumer Durables13.51%
Telecommunication8.73%
Healthcare5.07%
Financial Services3.03%
Services2.84%
Realty1.65%
Information Technology1.00%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.7% p.a.₹10,000
10 years
Projected value
₹22,75,572
Invested: ₹12,00,000
Gained: ₹10,75,572
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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