MF
MFGenie.ai
Sectoral / Thematic

Sundaram Consumption Fund · Direct · Growth

Sundaram Mutual Fund

NAV

₹99.3216

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-5.00%
3Y
+10.80%
5Y
+12.00%
Since Inception
+13.87%

SIP returns (XIRR)

1Y
-7.06%
3Y
+2.90%
5Y
+9.23%
Since Inception
+13.29%

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSundaram Mutual Fund
CategorySectoral / Thematic
Launch Date01 Jan 2013
AMFI Code119595
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadExit load: w.e.f 1-JAN-13 - 1% if Redeemed within 12 months from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTP

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Holding% NAV
  1. 1Bharti Airtel Ltd8.75%
  2. 2Mahindra & Mahindra Ltd8.25%
  3. 3Itc Ltd8.23%
  4. 4Zomato Ltd7.38%
  5. 5Titan Company Ltd6.53%
  6. 6Apollo Hospitals Enterprise Ltd4.59%
  7. 7Nestle India Ltd4.41%
  8. 8Maruti Suzuki India Ltd3.97%
  9. 9Trent Ltd3.60%
  10. 10Hindustan Unilever Ltd3.44%
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Investment Objective

Sundaram Consumption Fund · Direct · 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 · Direct · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 13 years.

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