Sundaram Consumption Fund · Regular · Growth
NAV
₹89.8625
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹1,448 Cr
Lumpsum returns (CAGR)
- 1Y
- -5.84%
- 3Y
- +9.83%
- 5Y
- +11.01%
- Since Inception
- +11.54%
SIP returns (XIRR)
- 1Y
- -7.88%
- 3Y
- +1.96%
- 5Y
- +8.22%
- Since Inception
- +12.31%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,20,500
Invested
₹4,59,135
Value today
11.9%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹8,581
Value today
11.3%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,05,000
Withdrawn
₹39,89,331
Corpus left
+₹41,94,331 net gain — withdrew ₹12,05,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹48,43,838
Value today
-5.9%
vs lumpsum
Direct lumpsum would have beaten STP by 5.9% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹2,95,672
Value today
3.0×
Multiple
Staying invested through that crash turned ₹1L into ₹2,95,672 — a 3.0× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.72
Sharpe Ratio
-0.11
Alpha
0.48
Beta
-0.70
Sortino
14.69%
Std Dev
-20.83%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Automobiles17.00%
- Consumer Durables14.00%
- Retailing13.00%
- Diversified Fmcg12.00%
- Telecom - Services9.00%
- Food Products8.00%
- Healthcare Services5.00%
- Leisure Services4.00%
- Beverages4.00%
- Auto Components3.00%
- Transport Services3.00%
- Realty2.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Consumption Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Bharti Airtel Ltd8.75%
- 2Mahindra & Mahindra Ltd8.25%
- 3Itc Ltd8.23%
- 4Zomato Ltd7.38%
- 5Titan Company Ltd6.53%
- 6Apollo Hospitals Enterprise Ltd4.59%
- 7Nestle India Ltd4.41%
- 8Maruti Suzuki India Ltd3.97%
- 9Trent Ltd3.60%
- 10Hindustan Unilever Ltd3.44%
Investment Objective
Sundaram Consumption Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Sundaram Consumption Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹1,448 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations