Sundaram Consumption Fund Regular IDCW Payout
Sundaram Mutual Fund
₹23.22 (+1.36%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-11.23% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.18%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Consumption
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,020
Invested ₹1,000
▲+2.02%1 year
₹888
Invested ₹1,000
▼-11.23%3 years
₹1,055
Invested ₹1,000
▲+5.54%5 years
₹1,078
Invested ₹1,000
▲+7.82%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | BSE 500 India TR INR |
|---|---|
| Secondary Index Name | BSE 500 India TR INR |
| Index Name | Nifty India Consumption TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -11.23% | +5.54% | +7.82% | — |
| Cumulative returns (%) | -11.23% | +17.55% | +45.71% | +130.74% |
Fund Manager
| Manager | Anuj Bansal |
|---|---|
| Role | Manager |
| Manager Tenure | 0.59 yrs |
About Fund
| Date of Incorporation | 12 May 2006 |
|---|---|
| Fund House | Sundaram Mutual Fund |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Eternal Ltd | 9.11% |
| Bharti Airtel Ltd | 8.29% |
| ITC Ltd | 8.06% |
| Mahindra & Mahindra Ltd | 7.06% |
| TVS Motor Co Ltd | 4.61% |
| Nestle India Ltd | 4.26% |
| Varun Beverages Ltd | 4.10% |
| Maruti Suzuki India Ltd | 4.03% |
| InterGlobe Aviation Ltd | 4.00% |
| Bajaj Auto Ltd | 3.92% |
| Apollo Hospitals Enterprise Ltd | 3.82% |
| Titan Co Ltd | 3.71% |
| Trent Ltd | 3.60% |
| SJS Enterprises Ltd | 3.39% |
| Safari Industries (India) Ltd | 3.37% |
| Britannia Industries Ltd | 3.29% |
| Kalyan Jewellers India Ltd | 3.16% |
| Bajaj Holdings and Investment Ltd | 3.06% |
| Hindustan Unilever Ltd | 2.87% |
Investment Strategy
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.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.