Mutual Funds

Sundaram Consumption Fund(G)
Equity | Very High | Equity - Sectoral Fund - Consumption

83.49 +0.43
NAV(₹) as on 20/3/2026

0.52%
1D

-6.28%
1Y

12.19%
3Y

11.13%
5Y

Sundaram Consumption Fund(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.18	Launch Date: 12 May 2006
Exit Load: 0.50% on or before 30D, Nil after 30D	AUM: ₹ 1,457.55 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 11.53	Min. Investment: SIP : ₹ 100.00 Lumpsum : ₹ 100.00
Scheme Benchmark: NA
Fund Manager: Anuj Bansal ,Rohit Seksaria ,Shalav Saket

FUND OBJECTIVE

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.

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 28/2/2026		1.51 %		98.49 %

TOP HOLDINGS

Bharti Airtel Ltd.

9.48 %

Mahindra & Mahindra Ltd.

9.37 %

Hindustan Unilever Ltd.

7.17 %

ITC Ltd.

6.85 %

Titan Company Ltd.

6.31 %

Eternal Ltd.

4.89 %

Apollo Hospitals Enterprise Ltd.

4.60 %

Maruti Suzuki India Ltd.

4.34 %

Nestle India Ltd.

3.82 %

SJS Enterprises Ltd.

3.41 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Automobiles - Passenger Cars

13.72 %

Household & Personal Product

11.84 %

Consumer Food

9.85 %

Telecommunication - Service

9.48 %

Diamond & Jewellery

8.98 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2021-22	2022-23	2023-24	2024-25	2025-26
NAV (19/3/2026)	55.82	59.14	81.32	88.85	83.06
Net Assets (Rs Crores)	1,14,426.06	1,08,618.04	1,36,569.12	1,44,524.68	1,45,754.92
Scheme Returns(%)(Absolute)	12.27	5.04	36.57	8.83	-5.89
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	39/57	33/76	45/90	37/102	94/119

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
Kotak Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 12.54 +0.10	16/11/2023	₹ 1,709.11	2.42%	-	-	10.14%
HSBC Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 12.87 +0.01	31/8/2023	₹ 1,685.44	-2.22%	-	-	10.38%
Quant Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 8.53 +0.08	24/1/2024	₹ 188.21	-12.00%	-	-	-7.11%
Axis Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 8.35 +0.05	12/9/2024	₹ 3,091.55	-4.46%	-	-	-11.20%
Bank of India Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 9.86 +0.04	20/12/2024	₹ 380.73	3.57%	-	-	-1.12%
ITI Bharat Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 10.16 +0.08	27/2/2025	₹ 352.98	-1.29%	-	-	1.56%
Edelweiss Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 10.03 +0.07	20/2/2025	₹ 489.64	-1.59%	-	-	0.24%
Bajaj Finserv Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 8.13 +0.05	29/11/2024	₹ 617.46	-7.70%	-	-	-14.70%
Invesco India Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 8.70 +0.06	27/10/2025	₹ 540.47	-	-	-	-13.00%
Motilal Oswal Consumption Fund-Reg(G) Equity - Sectoral Fund - Consumption \| Very High \| 8.34 +0.07	23/10/2025	₹ 1,052.5	-	-	-	-16.63%