RV
Ratish VarierFund Manager Since 1 Jan 2022
EquityEquity - Consumption
Sundaram Consumption Fund Direct Plan - Growth Option
3Y Annualised
12.85%
0.12% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.50%
0.12% 1D
Benchmark
Mirae Asset Great Consumer Regular Growth
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 9 months
NIFTY 50
7 years
FD
9 years 7 months
Fund info
Fund size
₹1457.55 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹100
Exit load
0.01%
0.5% - For redemption,withdrawn by way of SWPor transfer by way ofSwitch/STP within 30 daysfrom the date of allotment.NIL - For redemption orwithdrawn by way of SWPor transfer by way ofSwitch/STP after 30 daysfrom the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Sundaram Consumption Fund Institutional Payout of Income Distribution cum Capital Wtdrwl
4.75%
2nd
Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl
4.75%
3rd
Kotak NIFTY India Consumption ETF
1.61%
4th
Canara Robeco Consumer Trends Fund Instl Growth
1.15%
5th
ICICI Prudential Nifty FMCG ETF
-1.62%
96th
Sundaram Consumption Fund Direct Plan - Growth Option
-7.50%
Fund Managers
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Consumption Fund Direct Plan - Growth Option
Sundaram Consumption Fund Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Consumption Fund Direct Plan - Growth Option has ₹1457.55 Cr worth of assets under management (AUM) as of Fri Apr 03 2026. The latest Net Asset Value (NAV) of Sundaram Consumption Fund Direct Plan - Growth Option as of Thu Apr 02 2026 is ₹91.3293. The fund has an expense ratio of 1.21%, which is medium comparable to most other Equity funds.
Sundaram Consumption Fund Direct Plan - Growth Option returns for the last 1 year are -6.94%. Since launch, it has delivered 13.38% average annual returns.
The Sundaram Consumption Fund Direct Plan - Growth Option has the majority of its money invested in Communication Services, Consumer Cyclical, Consumer Defensive, Healthcare sectors.
Top 5 Holdings of Sundaram Consumption Fund Direct Plan - Growth Option.
- Bharti Airtel Ltd: 9.48%
- Mahindra & Mahindra Ltd: 9.37%
- Hindustan Unilever Ltd: 7.17%
- ITC Ltd: 6.85%
- Titan Co Ltd: 6.31%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Consumption Fund Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
