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Apr 02, 2026


Category Equity
AUM (Cr.) 1,457.55
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.18
Sharpe Ratio -4.39
Beta Ratio 0.00
Fund Manager Ratish Varier
Inception Date May 12, 2006
Risk Level Very High

Investment 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

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Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Consumption Fund (IDCW) -7.58 -15.91 -7.82 11.84 10.72 11.07
Benchmark - S&P BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Consumption Fund (IDCW) -7.58 -15.91 -7.82 11.84 10.72 11.07
Benchmark - S&P BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Bharti Airtel Jan 31, 2026 144.81 9.91 -15.15
Equity-M & M Jan 31, 2026 137.98 9.45 -12.07
Equity-Hind. Unilever Jan 31, 2026 106.03 7.26 2.47
Equity-ITC Jan 31, 2026 102.61 7.02 -17.47
Equity-Titan Company Jan 31, 2026 84.60 5.79 -1.83
Equity-Eternal Jan 31, 2026 79.15 5.42 -1.60
Equity-Maruti Suzuki Jan 31, 2026 62.21 4.26 -12.57
Equity-Apollo Hospitals Jan 31, 2026 59.67 4.09 1.39
Equity-Nestle India Jan 31, 2026 59.03 4.04 3.45
Equity-Britannia Inds. Jan 31, 2026 48.01 3.29 -2.83

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Consumption Fund (IDCW)
Contact Person
Ratish Varier
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com