Sundaram Consumption Fund Regular-IDCW Reinvestment

Fund Details

NAV 26.1959

Sub-Type Thematic-Consumption

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 19.74

Fund Size(in Crores) 1583.52

Fund Performance

1 Month -4.85%

3 Month -7.82%

6 Month -4.24%

1 Year -3.63%

3 Year 15.0%

5 Year 13.52%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.83%) Market Cap Small Cap 17.38 Mid Cap 11.79 Large Cap 69.66 Top Sectors Consumer Staples 26.95 Automobile 20.36 Services 17.39 Consumer Discretionary 12.9 Communication 10.78 Healthcare 3.72 Financial 3.1 Construction 1.96 Materials 1.68 Top Holding Whirlpool Of India 1.72 SJS Enterprises 3.03 Tenneco Clean Air India 0.41 Titan Company 5.44 Jyothy Labs 1.84 TVS Motor Company - Pref. Shares 0 Trent 3.15 Info Edge (India) 1.83 Eternal 5.08 Asian Paints 1.68 Interglobe Aviation 0.53 Apollo Hospitals Enterprise 3.72 Kwality Walls India 0.11 United Spirits 2.53 Varun Beverages 0.28 Nestle India 3.6 Bharti Airtel 10.78 Go Fashion (India) 1.55 Mahindra & Mahindra 9.91 Bajaj Holdings & Invest. 3.1 Safari Industries (India) 3.1 Brigade Enterprises 1.96 Britannia Industries 3.12 Jubilant FoodWorks 1.34 Hindustan Unilever 6.53 Avenue Supermarts 1.6 Kalyan Jewellers India 2.63 United Breweries 0.58 Electronics Mart India 0.93 Devyani International 1.39 Colgate-Palmolive (India) 0.51 Hero Motocorp 2.13 Maruti Suzuki India 4.49 ITC 7.85 TVS Motor Company 0.38

Debt & Others (1.17%) Sector Allocation Repo 1.45 Net Payables -0.28 Debt Credit Ratings Debt Category Others 1.17

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -4.89% Ret 1Y 3.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -4.89% Ret 1Y 3.65% 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

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

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.

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) 26

Date of Incorporation 2006-05-12

Total AUM 2025-12-31

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.