Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Sundaram Consumption Fund Direct-Growth
| NAV as of Apr 23, 2025 | Returns since inception | ET Money Rank | VRO Ratings |
|---|---|---|---|
| ₹104.7358+0.96% 1 day change | 15.66% |   |
Historical NAV & returns
NAV: ₹104.7358 as on Apr 23, 2025
Loading...
Sundaram Consumption Fund overview
| VRO rating | |
| Expense ratio | 1.31% as on Mar 31, 2025 |
| Exit load | 0.5% Exit load of 0.5% if redeemed within 30 days! |
| AUM (Fund size) | ₹1,445 Crs |
| Lock-in | No Lockin |
| Age | 12 yrs 3 m since Jan 01, 2013 |
| Benchmark | NIFTY India Consumption TRI |
| Min. investment | SIP ₹500 & Lump. ₹1000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year |
Sundaram Consumption Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Apr 24, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 month | 7.05% | 5.85% |
| 3 months | 4.12% | 3.89% |
| 6 months | -1.39% | -3.07% |
| 1 year | 15.66% | 11.58% |
| 3 years | 20.39% | 19.51% |
| 5 years | 24.2% | 25.37% |
| 7 years | 12.83% | 15.53% |
| 10 years | 15.42% | 15.73% |
Asset allocationas on Mar 31, 2025
Large Cap 73.19889599999999%
Mid Cap 9.17232%
Small Cap 12.188784%
Other Cap 0.0%
Top holdings
Top sectors
Consumer Staples 29.07%
Services 17.099999999999998%
Automobile 16.47%
Communication 11.27%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Instruments
Repo 4.961934%
Cash/Net Current Assets 0.478595%
Other Holdings
Others 0.48%
Peer comparison
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from Sundaram Mutual Fund
Frequently asked questions
ET Money rank
#NA
- Return Outperformance: This fund has generated highest return amongst Thematic-Consumption funds in the last 10 Years.
- Age: This is the 2nd oldest Thematic-Consumption fund.
- Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
- Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
- Chance: This fund has generated only 11.32% annual return in 70% of times for investors holding for at least 5 years.
- Return/Risk: The fund is performing poorly than its category.
- Exit Load: Exit load of 0.5% if redeemed within 30 days