Mutual Fund Research

Sundaram Consumption Fund(G)

As on Apr-25-2025 change fund
93.49  up-1.36 (-1.43%)

fund objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)49.4455.8259.1481.3288.85
Net Assets(Rs Crores) (as on 31-Mar-2025) 1336.00 1144.26 1086.18 1365.69 1445.25
Scheme Returns(%)(Absolute)59.1212.275.0436.578.83
B'mark Returns(%)(Absolute)NANANANANA
Category Rank24/4739/5733/7645/9037/102
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202511.7216.57-7.43-9.37
2023-202415.777.4510.96-0.39
2022-2023-3.8919.26-2.04-5.63
2021-20228.348.50-1.37-2.61
2020-202117.508.1118.742.94
Top 10 holdings
company (%)
Bharti Airtel Ltd.11.27 
ITC Ltd.8.48 
Mahindra & Mahindra Ltd.7.21 
Hindustan Unilever Ltd.5.47 
Titan Company Ltd.4.99 
Maruti Suzuki India Ltd.4.66 
United Spirits Ltd.4.40 
Eternal Ltd.4.19 
Apollo Hospitals Enterprise Ltd.3.62 
Safari Industries (India) Ltd.3.36 

Category

Sector Funds

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,445.25

portfolio price to book value

11.63

investing style?

Large Growth

fund manager?

Ratish Varier

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.21

Top 10 sectors
sectors (%)
Automobiles - Passenger Cars11.87
Telecommunication - Service Provider11.27
Household & Personal Products10.74
Consumer Food8.76
Cigarettes/Tobacco8.48
Diamond & Jewellery7.69
Retailing7.43
Breweries & Distilleries5.71
e-Commerce4.19
Hospital & Healthcare Services3.62

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Consumption Fund(G)Large-Growth 12-May-20061,445.2511.6018.3822.5114.2312.51
Nippon India Consumption Fund(G)Large-Growth 30-Sep-20042,182.728.9719.8427.6114.6315.47
Tata India Consumer Fund-Reg(G)Large-Growth 28-Dec-20152,208.3210.3317.9722.55NA16.68
ICICI Pru Bharat Consumption Fund-Reg(G)Large-Growth 12-Apr-20192,967.174.9717.9022.26NA15.49
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-20091,695.107.1217.6623.7815.5216.22
Mirae Asset Great Consumer Fund-Reg(G)Large-Growth 29-Mar-20113,871.786.2017.2724.2314.6116.61
SBI Consumption Opp Fund-Reg(G)Large-Growth 01-Jan-20132,903.686.6117.2127.7115.3015.67
Baroda BNP Paribas India Consumption Fund-Reg(G)Large-Growth 10-Sep-20181,369.2910.0816.9022.08NA18.28
Mahindra Manulife Consumption Fund-Reg(G)Large-Growth 13-Nov-2018445.914.3716.3421.28NA12.59
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20055,612.939.2516.1723.2314.8916.58
UTI India Consumer Fund-Reg(G)Large-Growth 30-Jul-2007651.455.7013.5618.9710.6810.06
Kotak Consumption Fund-Reg(G)Large-Growth 16-Nov-20231,171.5412.93NANANA17.40
HSBC Consumption Fund-Reg(G)Large-Growth 31-Aug-20231,438.468.27NANANA20.25
Quant Consumption Fund-Reg(G)Large-Growth 24-Jan-2024271.84-3.60NANANA0.66
Bank of India Consumption Fund-Reg(G)Large-Growth 20-Dec-2024388.42NANANANA-0.60
ITI Bharat Consumption Fund-Reg(G)Large-Growth 27-Feb-2025160.48NANANANA7.13
Bajaj Finserv Consumption Fund-Reg(G)Large-Growth 29-Nov-2024507.44NANANANA-7.62
Edelweiss Consumption Fund-Reg(G)Large-Growth 20-Feb-2025314.64NANANANA5.83
Axis Consumption Fund-Reg(G)Large-Growth 12-Sep-20243,961.62NANANANA-9.50
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