Sundaram Consumption Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Consumption Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,495 Cr

Lock In Period

N/A

Expense Ratio

2.52

Exit Load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.

Benchmark

Nifty India Consumption Total Return

Sundaram Consumption Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.850.667.32
6M7.582.9528.55
1Y-1.545.6918.52
3Y10.9115.7164.77

Portfolio Analysis

  • Equity: 91.70%
  • Debt: 8.30%
  • Others
As on: 2026-07-31
View allocation % by

1. Bharti Airtel Ltd8.76%

1. Eternal Ltd (Previously Zomato Ltd)8.63%

1. Mahindra & Mahindra Ltd7.66%
2. Hyundai Motor India Ltd0.94%

1. TVS Motor Company Ltd4.56%
2. Bajaj Auto Ltd2.64%

1. Apollo Hospitals Enterprise Ltd5.14%
2. Fortis Health Care Ltd0.50%
3. Manipal Health Enterprises Ltd0.33%

1. Nestle India Ltd4.36%
2. Bikaji Foods International Ltd1.30%

1. Titan Company Ltd4.78%

1. Whirlpool of India Ltd1.97%
2. Electronics Mart India Ltd1.32%
3. LG Electronics India Ltd0.91%

1. Interglobe Aviation Ltd3.91%

1. Jubilant Foodworks Ltd2.14%
2. Sapphire Foods India Ltd1.74%

1. S.J.S. Enterprises Ltd3.76%

1. One 97 Communications Ltd2.22%
2. PB Fintech Ltd1.43%

1. Varun Beverages Ltd3.39%

1. Asian Paints Ltd1.77%
2. Berger Paints Ltd1.48%

1. ITC Ltd2.92%

1. Trent Ltd2.71%

1. United Spirits Ltd2.06%

1. Affle (IndiLtd1.61%

1. TATA Motors Ltd1.58%

1. Safari Industries (IndiLtd1.40%
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About Fund Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth managed by Sundaram Mutual Fund,is a Consumerscheme with Assets Under Management of ₹1,495 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.52. Under the expert guidance of Anuj Bansal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Anuj Bansal

Mr. Anuj Bansal has over 20 years of experience and joined Sundaram AMC in 2025 as Head - Equity (Research) and Fund Manager - Equity. Before joining Sundaram, Mr. Bansal worked with JP Morgan Asset Management for six years as Global Co-Lead for the Consumer sector. Prior to that, he had valuable stints for more than a decade with Ambit Capital, Landmark Family Office, Hillhouse Capital and BofA, leading research across the global consumer and retail space.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Mahindra Manulife Consumption Fund Growth2501 CR2.64
Baroda BNP Paribas India Consumption Fund Growth21,463 CR2.55
Sundaram Consumption Fund Growth31,494 CR2.52
UTI India Consumer Fund Growth1735 CR2.43
Tata India Consumer Fund Growth52,814 CR2.14
Fund Name1Y3Y
This FundMahindra Manulife Consumption Fund Growth-2.615135.1918
This FundBaroda BNP Paribas India Consumption Fund Growth-2.964435.9521
This FundSundaram Consumption Fund Growth-1.542436.4446
This FundUTI India Consumer Fund Growth0.825940.3615
This FundTata India Consumer Fund Growth7.300853.7449

Sundaram Consumption Fund Growth FAQs

Sundaram Consumption Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Consumption Fund Growth is 2.52. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Consumption Fund Growth’s fund performance is as follows:
  • 1 Month : 4.85%
  • 6 Months : 7.58%
  • 1 Year : -1.54%
  • 3 Years : 10.91%
Returns of Sundaram Consumption Fund Growth are updated daily based on NAV of ₹ 97.3154 as on Aug 28,2026. Since inception, the return has been 36.44%.

You can invest in Sundaram Consumption Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Consumption Fund Growth is ₹1,495 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Consumption Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.