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Home Mf Research Sundaram Consumption Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Consumption Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,042.60 +4.26%
Two Week 2026-10-19 ₹1,000.00 ₹1,037.38 +3.74%
One Month 2026-10-05 ₹1,000.00 ₹1,025.93 +2.59%
Three Months 2026-08-05 ₹3,000.00 ₹2,936.11 -2.13%
Six Months 2026-05-07 ₹6,000.00 ₹5,999.69 -0.01%
One Year 2025-11-03 ₹12,000.00 ₹11,964.74 -0.29%
Three Year 2023-11-06 ₹36,000.00 ₹36,338.32 +0.94%
Five Year 2021-11-08 ₹60,000.00 ₹72,397.95 +20.66%
Ten Year 2016-11-07 ₹120,000.00 ₹206,804.33 +72.34%
Since Inception 2006-05-12 ₹250,000.00 ₹1,013,827.98 +305.53%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Automobiles 16.54%
Retailing 11.74%
Consumer Durables 9.95%
Telecom - Services 8.29%
Diversified Fmcg 8.06%
Healthcare Services 6.55%
Beverages 6.53%
Leisure Services 4.21%
Transport Services 4.00%
Auto Components 3.94%
Financial Technology (Fintech) 3.65%
Food Products 3.60%
Other 2.46%
Banks 2.26%
Textiles & Apparels 2.05%
It - Services 1.63%
Agricultural, Commercial & Construction Vehicles 1.62%
Finance 1.03%
Capital Markets 0.95%
Stock Future 0.95%

Top Holdings

Company-wise portfolio exposure

Eternal Ltd (Previously Zomato Ltd) 9.11%
Bharti Airtel Ltd 8.29%
ITC Ltd 8.06%
Mahindra & Mahindra Ltd 7.06%
TVS Motor Company Ltd 4.61%
Varun Beverages Ltd 4.10%
Interglobe Aviation Ltd 4.00%
Bajaj Auto Ltd 3.92%
Apollo Hospitals Enterprise Ltd 3.82%
Titan Company Ltd 3.71%
S.J.S. Enterprises Ltd 2.97%
Avenue Supermarts Ltd 2.63%
United Spirits Ltd 2.43%
One 97 Communications Ltd 2.41%
ICICI Bank Ltd 2.26%
Fortis Health Care Ltd 2.22%
Sapphire Foods India Ltd 2.11%
Berger Paints (I) Ltd 2.11%
Jubilant Foodworks Ltd 2.10%
Nestle India Ltd 2.01%
Asian Paints Ltd 1.64%
Affle (India) Ltd 1.63%
TATA Motors Ltd 1.62%
Bikaji Foods International Ltd 1.60%
Page Industries Ltd 1.57%
Safari Industries (India) Ltd 1.36%
PB Fintech Ltd 1.24%
LG Electronics India Ltd 1.12%
Poonawalla Fincorp Ltd 1.03%
Dhoot Transmission Ltd 0.97%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) 0.95%
Hyundai Motor India Ltd 0.94%
Manipal Health Enterprises Ltd 0.50%
K.P.R. Mill Ltd 0.48%
Hyundai Motor India Ltd OCT-2026 0.68%
Jubilant Foodworks Ltd OCT-2026 0.27%
TREPS 2.38%
Margin Money For Derivatives 1.41%
Cash and Other Net Current Assets -1.33%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
16.50%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
0.3
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%
Sundaram Money Market Fund - Regular Plan - Growth 6.21% 7.06% 6.20%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.13% 5.90% 35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.86% 6.40% 29.57%
Sundaram Short Term Fund - Regular Plan - Growth 4.25% 6.68% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.86% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.49% 6.57% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of 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. 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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.53%
Expense Ratio (Direct)
1.67%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty India Consumption TRI

Exit Load

Charges that may apply when you redeem units

0.5% - For redemption, withdrawn by SWP /Transfer/ Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by SWP/transfer /Switch/ STP after 30 days from the date of allotment
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