Sundaram Consumption Fund Regular-IDCW Payout
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Thematic-Consumption, Principal at very high risk
1 Year Return 2.05% at 16 Feb 2026 03:07 PM
Fund Details
NAV 26.1755
Sub-Type Thematic-Consumption
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 19.77
Fund Size(in Crores) 1460.62
Fund Performance
1 Month -2.68%
3 Month -6.94%
6 Month -3.95%
1 Year 2.05%
3 Year 15.07%
5 Year 13.08%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.69%) Market Cap Small Cap 17.39 Mid Cap 7.35 Large Cap 73.95 Top Sectors Consumer Staples 26.74 Automobile 20.01 Services 18.1 Consumer Discretionary 13.23 Communication 9.91 Healthcare 4.09 Financial 3.21 Construction 1.8 Materials 1.6 Top Holding TVS Motor Company 0.41 Whirlpool Of India 1.95 Kwality Wall's (India) 0.12 SJS Enterprises 3.22 Tenneco Clean Air India 0.46 Titan Company 5.79 Jyothy Labs 1.85 TVS Motor Company - Pref. Shares 0 Info Edge (India) 1.86 Trent 3.22 Eternal 5.42 Asian Paints 1.6 Interglobe Aviation 1.08 Apollo Hospitals Enterprise 4.09 United Spirits 2.59 Nestle India 4.04 Bharti Airtel 9.91 Go Fashion (India) 1.41 Mahindra & Mahindra 9.45 Bajaj Holdings & Invest. 3.21 Safari Industries (India) 3.14 Brigade Enterprises 1.8 Britannia Industries 3.29 Jubilant FoodWorks 1.29 Hindustan Unilever 7.26 Avenue Supermarts 1.69 Kalyan Jewellers India 2.34 United Breweries 0.56 Electronics Mart India 0.95 Devyani International 1.19 Hero Motocorp 2.21 Maruti Suzuki India 4.26 ITC 7.02
Debt & Others (1.31%) Sector Allocation Repo 1.5 Net Payables -0.18 Debt Credit Ratings Debt Category Others 1.31
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -1.41% Ret 1Y 7.92% Ret 3Y 15.01% Ret 5Y 13.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -1.41% Ret 1Y 7.92% Ret 3Y 15.01% Ret 5Y 13.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -1.41% Ret 1Y 7.92% Ret 3Y 15.01% Ret 5Y 13.33%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -1.99% Ret 1Y 6.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -1.99% Ret 1Y 6.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -1.99% Ret 1Y 6.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -3.31% Ret 1Y -0.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -3.31% Ret 1Y -0.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -3.31% Ret 1Y -0.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M 0.18% Ret 1Y 11.44% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M 0.18% Ret 1Y 11.44% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.17%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
Nikunj Gala
Education Mr. Gala has done MBA from NMIMS (Mumbai) and B.E (IT)
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, ASK Investment Managers, IIFL Institutional Equities and ICICI Securities
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 31
Date of Incorporation 2006-05-12
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
