Sundaram Consumption Fund Regular-Growth

Fund Details

NAV 93.0879

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 Devyani International 1.39 Bajaj Holdings & Invest. 3.1 Kalyan Jewellers India 2.63 Kwality Walls India 0.11 Britannia Industries 3.12 Jyothy Labs 1.84 Varun Beverages 0.28 SJS Enterprises 3.03 Eternal 5.08 United Spirits 2.53 TVS Motor Company - Pref. Shares 0 Avenue Supermarts 1.6 Info Edge (India) 1.83 Electronics Mart India 0.93 Hindustan Unilever 6.53 Mahindra & Mahindra 9.91 Trent 3.15 Hero Motocorp 2.13 TVS Motor Company 0.38 Maruti Suzuki India 4.49 Interglobe Aviation 0.53 Jubilant FoodWorks 1.34 Nestle India 3.6 Go Fashion (India) 1.55 Brigade Enterprises 1.96 Tenneco Clean Air India 0.41 Apollo Hospitals Enterprise 3.72 ITC 7.85 Titan Company 5.44 United Breweries 0.58 Bharti Airtel 10.78 Safari Industries (India) 3.1 Colgate-Palmolive (India) 0.51 Asian Paints 1.68

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

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) 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.