August 13, 2025
RA Jainee
Sundaram Consumption Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 105.3635
NAV IDCW: Rs 32.5325
Suitable For Which Investors?
Consumption funds are suitable for investors:
1. Seeking exposure in shares of consumer facing companies for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Ratish Varier
Education: Mr. Varier is a B.Com. & MBA (Finance)
Experience: Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 30 days |
Basic Details of Sundaram Consumption Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 15.32% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,576 Cr |
| (As on 31-Jul-2025) | |
| Expense | 1.32% |
| (As on 31-Jul-2025) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 25.70% |
Trailing Returns (%) of Sundaram Consumption Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Consumption Dir | -1.49 | -0.06 | -0.66 | 0.42 | 5.83 | 0.77 | 16.64 | 20.12 | 13.07 | 14.44 |
| BSE 500 TRI | 1.58 | -0.24 | -2.84 | 0.71 | 8.47 | -1.00 | 15.02 | 20.64 | 14.01 | 13.78 |
| Equity: Thematic-Consumption | -0.81 | -0.15 | -0.49 | 1.70 | 7.57 | -1.29 | 16.91 | 21.83 | 15.18 | 15.19 |
| Rank within category | 13 | 7 | 15 | 21 | 18 | 6 | 8 | 10 | 7 | 6 |
| Number of funds in category | 21 | 24 | 24 | 24 | 22 | 16 | 11 | 11 | 8 | 7 |
Peer Comparison of Sundaram Consumption Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Consumption Dir | 3 star | 0.77 | 16.64 | 20.12 | 1.32 | 1,576 | 15.32 | 0.50 (30) | 12Y 7M | 25.70 |
| Mirae Asset Great Consumer Dir | 4 star | -1.61 | 18.53 | 23.22 | 0.43 | 4,403 | 18.11 | 1.00 (365) | 12Y 7M | 45.00 |
| ICICI Pru Bharat Consumption Dir | 4 star | -1.62 | 17.24 | 21.07 | 1.07 | 3,200 | 16.81 | 1.00 (90) | 6Y 4M | 78.00 |
| SBI Consumption Opportunities Dir | 5 star | -5.87 | 16.80 | 25.87 | 0.94 | 3,135 | 16.59 | 0.10 (30) | 12Y 7M | 36.00 |
| Nippon India Consumption Dir | 5 star | -2.24 | 17.75 | 23.96 | 0.55 | 2,664 | 14.59 | 1.00 (30) | 12Y 7M | 24.00 |
Portfolio Analysis of Sundaram Consumption Fund
| No. of Stocks | 32 |
| Top 10 Stocks | 56.82% |
| Top 5 Stocks | 38.28% |
| Top 3 Sectors | 63.12% |
| Portfolio P/B Ratio | 7.48 |
| Portfolio P/E Ratio | 40.08 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,77,880 | 1,55,277 |
| Giant (%) | 65.07 | 53.93 |
| Large (%) | 14.99 | 21.86 |
| Mid (%) | 10.52 | 18.72 |
| Small (%) | 9.43 | 9.51 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Sundaram Consumption Fund
WILL Post Soon
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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