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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,294 Cr

Lock In Period

N/A

Expense Ratio

2.2

Benchmark

Nifty India Consumption Total Return

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.

Summary

Latest details for Sundaram Consumption Fund Growth include a ₹90.4479 NAV as of Apr 21,2026 and returns since inception of 47.29%. Minimum investments start at SIP ₹100. The Sundaram Consumption Fund Growth AUM is ₹1,294 Cr, with a lock-in of N/A years, expense ratio of 2.2%, and benchmark Nifty India Consumption Total Return. Exit load is - 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 6.84% returns, against a category average of 1.93% and a category best of 10.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.841.9310.54
6M-12.511.8026.20
1Y-4.476.1922.28
3Y13.7816.97142.02

Portfolio Analysis

  • Equity: 95.40%
  • Debt: 4.60%
  • Others
As on: 2026-03-31
View allocation % by

1. Mahindra & Mahindra Ltd9.18%
2. Maruti Suzuki India Ltd4.05%

1. Bharti Airtel Ltd10.13%

1. Titan Company Ltd6.50%
2. Kalyan Jewellers India Ltd2.75%

1. ITC Ltd8.30%

1. Nestle India Ltd3.92%
2. Britannia Industries Ltd2.42%

1. Zomato Ltd5.74%

1. Hindustan UniLever Ltd5.05%

1. Apollo Hospitals Enterprise Ltd4.92%

1. Jubilant Foodworks Ltd2.45%
2. Devyani international limited1.09%

1. S.J.S. Enterprises Ltd3.38%

1. Whirlpool of India Ltd2.24%
2. Electronics Mart India Ltd1.04%

1. Trent Ltd3.16%

1. Bajaj Holdings & Investment Ltd2.93%

1. TVS Motor Company Ltd2.57%

1. Interglobe Aviation Ltd1.92%

1. United Spirits Ltd1.91%

1. Avenue Supermarts Ltd1.77%

1. Brigade Enterprises Ltd1.76%

1. Info Edge (IndiLtd1.62%

1. Asian Paints Ltd1.61%

1. Varun Beverages Ltd1.51%

1. Safari Industries (IndiLtd1.48%

About Fund

Sundaram Consumption Fund Growth managed by Sundaram Mutual Fund,is a Consumerscheme with Assets Under Management of ₹1,294 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.2. 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
This FundMahindra Manulife Consumption Fund Growth1456.35 CR2.41
This FundUTI India Consumer Fund Growth1609.19 CR2.47
This FundSundaram Consumption Fund Growth31293.62 CR2.2
This FundMirae Asset Great Consumer Fund Growth44018.27 CR1.85
This FundTata India Consumer Fund Growth52261.07 CR2.04
Fund Name1Y3Y
This FundMahindra Manulife Consumption Fund Growth-1.311646.0011
This FundUTI India Consumer Fund Growth0.855147.0903
This FundSundaram Consumption Fund Growth-4.473447.2931
This FundMirae Asset Great Consumer Fund Growth1.217352.0077
This FundTata India Consumer Fund Growth2.021462.3202

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 2.2. 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 : 6.84%
  • 6 Months : -12.51%
  • 1 Year : -4.47%
  • 3 Years : 13.78%
Returns of Sundaram Consumption Fund Growth are updated daily based on NAV of ₹ 90.4479 as on Apr 21,2026. Since inception, the return has been 47.29%.

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 ₹1,294 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.
Min Inv Amount: ₹500