Sundaram Consumption Fund Direct Growth

Fund Overview

Fund Size

₹1,495 Cr

Expense Ratio

1.08%

ISIN

INF903J01NH5

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

01 Jan 2013

About this fund

Sundaram Consumption Fund Direct Growth is a Equity - Consumption mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 13 years, 7 months and 27 days, having been launched on 01-Jan-13.
As of 27-Aug-26, it has a Net Asset Value (NAV) of ₹108.25, Assets Under Management (AUM) of 1494.67 Crores, and an expense ratio of 1.08%.

Sundaram Consumption Fund Direct Growth has given a CAGR return of 14.38% since inception.
The fund's asset allocation comprises around 92.42% in equities, 0.00% in debts, and 7.58% in cash & cash equivalents.
You can start investing in Sundaram Consumption Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-0.65%

— (Cat Avg.)

3 Years

+11.89%

+11.45% (Cat Avg.)

5 Years

+13.09%

+12.30% (Cat Avg.)

10 Years

+12.30%

+13.56% (Cat Avg.)

Since Inception

+14.38%

— (Cat Avg.)

Portfolio Summaryas of 31st July 2026

Equity	₹1,381.33 Cr	92.42%
Others	₹113.34 Cr	7.58%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Bharti Airtel Ltd	Equity	₹130.96 Cr	8.76%
Eternal Ltd	Equity	₹128.95 Cr	8.63%
Mahindra & Mahindra Ltd	Equity	₹114.46 Cr	7.66%
Treps	Cash - Repurchase Agreement	₹97.28 Cr	6.51%
Apollo Hospitals Enterprise Ltd	Equity	₹76.78 Cr	5.14%
Titan Co Ltd	Equity	₹71.46 Cr	4.78%
TVS Motor Co Ltd	Equity	₹68.14 Cr	4.56%
Nestle India Ltd	Equity	₹65.13 Cr	4.36%
InterGlobe Aviation Ltd	Equity	₹58.46 Cr	3.91%
SJS Enterprises Ltd	Equity	₹56.25 Cr	3.76%
Varun Beverages Ltd	Equity	₹50.69 Cr	3.39%
ITC Ltd	Equity	₹43.69 Cr	2.92%
Trent Ltd	Equity	₹40.58 Cr	2.71%
Bajaj Auto Ltd	Equity	₹39.52 Cr	2.64%
One97 Communications Ltd	Equity	₹33.24 Cr	2.22%
Jubilant Foodworks Ltd	Equity	₹32.03 Cr	2.14%
United Spirits Ltd	Equity	₹30.72 Cr	2.06%
Whirlpool of India Ltd	Equity	₹29.46 Cr	1.97%
Asian Paints Ltd	Equity	₹26.44 Cr	1.77%
Sapphire Foods India Ltd	Equity	₹25.97 Cr	1.74%
Affle 3i Ltd	Equity	₹24.12 Cr	1.61%
Tata Motors Ltd	Equity	₹23.61 Cr	1.58%
Margin Money For Derivatives	Cash - Collateral	₹23.14 Cr	1.55%
Berger Paints India Ltd	Equity	₹22.12 Cr	1.48%
PB Fintech Ltd	Equity	₹21.41 Cr	1.43%
Safari Industries (India) Ltd	Equity	₹20.88 Cr	1.40%
Electronics Mart India Ltd	Equity	₹19.8 Cr	1.32%
Bikaji Foods International Ltd	Equity	₹19.42 Cr	1.30%
ICICI Bank Ltd	Equity	₹14.89 Cr	1.00%
360 One Wam Ltd Ordinary Shares	Equity	₹14.71 Cr	0.98%
Hyundai Motor India Ltd	Equity	₹14.09 Cr	0.94%
LG Electronics India Ltd	Equity	₹13.67 Cr	0.91%
Gillette India Ltd	Equity	₹13.56 Cr	0.91%
Hyundai Motor India Ltd Aug-2026	Equity - Future	₹10.36 Cr	0.69%
Fortis Healthcare Ltd	Equity	₹7.43 Cr	0.50%
Cash And Other Net Current Assets	Cash	₹-7.08 Cr	0.47%
Page Industries Ltd	Equity	₹6.89 Cr	0.46%
K.P.R. Mill Ltd	Equity	₹6.45 Cr	0.43%
Manipal Health Enterprises Ltd	Equity	₹5 Cr	0.33%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Consumer Cyclical	₹698.54 Cr	46.74%
Consumer Defensive	₹223.21 Cr	14.93%
Communication Services	₹155.08 Cr	10.38%
Healthcare	₹89.21 Cr	5.97%
Industrials	₹58.46 Cr	3.91%
Financial Services	₹51.01 Cr	3.41%
Basic Materials	₹48.56 Cr	3.25%
Technology	₹46.91 Cr	3.14%

Risk & Performance Ratios

Fund Managers

Rohit Seksaria

Since February 2026

Shalav Saket

Since December 2025

Anuj Bansal

Since February 2026

Additional Scheme Detailsas of 31st July 2026

ISIN

INF903J01NH5

Expense Ratio

1.08%

Exit Load

No Charges

Fund Size

₹1,495 Cr

Age

13 years 7 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty India Consumption TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Consumption Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Kotak NIFTY India Consumption ETF Very High Risk	0.1%	-	₹35.98 Cr	-1.3%
WhiteOak Capital Consumption Opportunities Fund Direct Growth Very High Risk	1.1%	0.0%	₹131.39 Cr	-
WhiteOak Capital Consumption Opportunities Fund Regular Growth Very High Risk	2.8%	0.0%	₹131.39 Cr	-
Union Consumption Fund Regular Growth Very High Risk	2.1%	1.0%	₹333.27 Cr	-
Union Consumption Fund Direct Growth Very High Risk	1.0%	1.0%	₹333.27 Cr	-
LIC MF Consumption Fund Regular Growth Very High Risk	2.6%	1.0%	₹478.56 Cr	-
LIC MF Consumption Fund Direct Growth Very High Risk	1.1%	1.0%	₹478.56 Cr	-
Invesco India Consumption Fund Regular Growth Very High Risk	2.1%	0.0%	₹586.17 Cr	-
Invesco India Consumption Fund Direct Growth Very High Risk	0.7%	0.0%	₹586.17 Cr	-
Motilal Oswal Consumption Fund Direct Growth Very High Risk	0.8%	1.0%	₹1130.89 Cr	-
Motilal Oswal Consumption Fund Regular Growth Very High Risk	2.4%	1.0%	₹1130.89 Cr	-
ITI Bharat Consumption Fund Regular Growth Very High Risk	2.6%	0.0%	₹370.07 Cr	2.9%
ITI Bharat Consumption Fund Direct Growth Very High Risk	1.0%	0.0%	₹370.07 Cr	4.7%
Edelweiss Consumption Fund Regular Growth Very High Risk	2.5%	1.0%	₹496.70 Cr	-0.7%
Edelweiss Consumption Fund Direct Growth Very High Risk	0.9%	1.0%	₹496.70 Cr	0.9%
ICICI Prudential Nifty FMCG ETF Very High Risk	0.2%	-	₹764.58 Cr	-15.7%
Bank of India Consumption Fund Direct Growth Very High Risk	1.1%	1.0%	₹373.19 Cr	4.4%
Bank of India Consumption Fund Regular Growth Very High Risk	2.1%	1.0%	₹373.19 Cr	3.2%
Bajaj Finserv Consumption Fund Regular Growth Very High Risk	2.9%	1.0%	₹619.53 Cr	-1.9%
Bajaj Finserv Consumption Fund Direct Growth Very High Risk	1.3%	1.0%	₹619.53 Cr	-0.3%
SBI Nifty India Consumption Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹269.87 Cr	-2.2%
SBI Nifty India Consumption Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹269.87 Cr	-1.7%
Axis Consumption Fund Direct Growth Very High Risk	0.8%	1.0%	₹2772.24 Cr	-2.0%
Axis Consumption Fund Regular Growth Very High Risk	2.1%	1.0%	₹2772.24 Cr	-3.4%
Quant Consumption Fund Regular Growth Very High Risk	3.1%	1.0%	₹192.78 Cr	4.9%
Quant Consumption Fund Direct Growth Very High Risk	1.6%	1.0%	₹192.78 Cr	6.5%
ICICI Prudential Bharat Consumption Fund Regular Growth Very High Risk	2.1%	1.0%	₹3268.75 Cr	-1.1%
Kotak Consumption Fund Regular Growth Very High Risk	2.1%	0.0%	₹1758.97 Cr	0.1%
Kotak Consumption Fund Direct Growth Very High Risk	0.7%	0.0%	₹1758.97 Cr	1.6%
HSBC Consumption Fund Direct Growth Very High Risk	0.9%	1.0%	₹1761.84 Cr	6.6%
HSBC Consumption Fund Regular Growth Very High Risk	2.2%	1.0%	₹1761.84 Cr	5.2%
Mirae Asset Great Consumer Fund Direct Growth Very High Risk	0.4%	1.0%	₹4731.84 Cr	0.6%
Nippon India Consumption Fund Direct Growth Very High Risk	0.6%	1.0%	₹2514.10 Cr	-1.9%
SBI Consumption Opportunities Fund Regular Growth Very High Risk	2.1%	0.0%	₹2958.95 Cr	-8.0%
Mirae Asset Great Consumer Fund Regular Growth Very High Risk	1.6%	1.0%	₹4731.84 Cr	-0.8%
Axis NIFTY India Consumption ETF Very High Risk	0.5%	-	₹13.75 Cr	-1.6%
UTI India Consumer Fund Regular Growth Very High Risk	2.4%	1.0%	₹735.17 Cr	0.8%
HDFC Non-Cyclical Consumer Fund Direct Growth Very High Risk	1.3%	1.0%	₹1032.73 Cr	-4.0%
HDFC Non-Cyclical Consumer Fund Regular Growth Very High Risk	2.4%	1.0%	₹1032.73 Cr	-5.1%
UTI India Consumer Fund Direct Growth Very High Risk	1.6%	1.0%	₹735.17 Cr	1.7%
Aditya Birla Sun Life India GenNext Fund Direct Growth Very High Risk	0.7%	1.0%	₹6153.88 Cr	-2.9%
Mahindra Manulife Consumption Fund Direct Growth Very High Risk	1.1%	1.0%	₹501.81 Cr	-1.0%
Mahindra Manulife Consumption Fund Regular Growth Very High Risk	2.6%	1.0%	₹501.81 Cr	-2.6%
Canara Robeco Consumer Trends Fund Direct Growth Very High Risk	0.7%	1.0%	₹1997.74 Cr	-0.1%
SBI Consumption Opportunities Fund Direct Growth Very High Risk	1.1%	0.0%	₹2958.95 Cr	-7.0%
Sundaram Consumption Fund Direct Growth Very High Risk	1.1%	0.0%	₹1494.67 Cr	-0.7%
Tata India Consumer Fund Regular Growth Very High Risk	2.1%	0.0%	₹2814.95 Cr	7.3%
Tata India Consumer Fund Direct Growth Very High Risk	0.9%	0.0%	₹2814.95 Cr	8.6%
Canara Robeco Consumer Trends Fund Regular Growth Very High Risk	1.8%	1.0%	₹1997.74 Cr	-1.4%
Nippon India ETF Consumption Very High Risk	0.3%	-	₹200.97 Cr	-1.6%

About the AMC

Sundaram Mutual Fund

+91 44 28583362/3367

https://www.sundarammutual.com/

Total AUM

₹78,281 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth Low to Moderate Risk	0.3%	0.0%	₹68.86 Cr	-
Sundaram Multi-Factor Fund Direct Growth Very High Risk	0.7%	1.0%	₹901.60 Cr	0.8%
Sundaram Business Cycle Fund Direct Growth Very High Risk	0.5%	1.0%	₹1662.67 Cr	8.9%
Sundaram Multi Asset Allocation Fund Direct Growth Very High Risk	0.4%	1.0%	₹3314.38 Cr	13.1%
Sundaram Emerging Small Cap - Series VI Direct Growth Low Risk	0.8%	0.0%	₹45.47 Cr	7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	0.8%	0.0%	₹31.62 Cr	12.2%
Sundaram FTP IQ Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Emerging Small Cap - Series VII Direct Growth Low Risk	1.0%	0.0%	₹159.75 Cr	11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	0.8%	0.0%	₹78.05 Cr	11.5%
Sundaram Emerging Small Cap - Series V Direct Growth Low Risk	0.8%	0.0%	₹83.88 Cr	7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	0.8%	-	₹34.84 Cr	14.2%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	0.8%	0.0%	₹23.09 Cr	14.1%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth Very High Risk	1.1%	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	0.8%	0.0%	₹37.28 Cr	11.2%
Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth Very High Risk	0.8%	0.0%	₹37.07 Cr	10.8%
Sundaram Multi Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹2980.72 Cr	7.1%
Sundaram Dividend Yield Fund Direct Growth Very High Risk	1.0%	1.0%	₹830.04 Cr	0.0%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.6%	1.0%	₹9147.19 Cr	3.2%
Sundaram Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹10633.07 Cr	6.5%
Sundaram Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹432.95 Cr	6.1%
Sundaram Equity Savings Fund Direct Growth Moderate Risk	0.7%	0.0%	₹1032.00 Cr	3.7%
Sundaram Focused Fund Direct Growth Very High Risk	1.1%	0.0%	₹1068.19 Cr	6.6%
Sundaram Nifty 100 Equal Weight Fund Direct Growth High Risk	0.5%	0.0%	₹147.02 Cr	9.1%
Sundaram Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹180.84 Cr	6.0%
Sundaram Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2284.29 Cr	6.5%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.4%	0.0%	₹1296.05 Cr	-1.7%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.6%	1.0%	₹1682.03 Cr	4.1%
Sundaram Large Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹3099.07 Cr	1.0%
Sundaram Services Fund Direct Growth Very High Risk	0.6%	1.0%	₹5137.34 Cr	8.9%
Sundaram Flexi Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹1998.79 Cr	-0.9%
Sundaram Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹1691.93 Cr	6.4%
Sundaram Medium Term Bond Fund Direct Growth Moderate Risk	1.0%	1.0%	₹33.50 Cr	4.7%
Sundaram Infrastructure Advantage Fund Direct Growth Very High Risk	1.5%	0.0%	₹979.01 Cr	9.2%
Sundaram Financial Services Opportunities Direct Growth Very High Risk	0.7%	0.0%	₹1678.66 Cr	13.1%
Sundaram Banking & PSU Debt Fund Direct Growth Moderate Risk	0.2%	0.0%	₹261.16 Cr	5.5%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹7221.67 Cr	14.2%
Sundaram Global Brand Fund Direct Growth Very High Risk	1.3%	1.0%	₹169.96 Cr	23.4%
Sundaram Corporate Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹619.65 Cr	5.3%
Sundaram Debt Oriented Hybrid Fund Direct Growth Moderate Risk	1.0%	0.0%	₹18.97 Cr	1.7%
Sundaram Small Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹3922.31 Cr	19.8%
Sundaram Diversified Equity Direct Growth Very High Risk	1.4%	0.0%	₹1302.62 Cr	-3.8%
Sundaram Consumption Fund Direct Growth Very High Risk	1.1%	0.0%	₹1494.67 Cr	-0.7%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹14504.36 Cr	12.4%
Sundaram Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹1896.05 Cr	5.3%
Sundaram Arbitrage Fund Direct Growth Low Risk	0.2%	0.0%	₹553.07 Cr	6.5%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Sundaram Consumption Fund Direct Growth?

The NAV of Sundaram Consumption Fund Direct Growth, as of 27-Aug-2026, is ₹108.25.

What are the returns of Sundaram Consumption Fund Direct Growth?

The fund has generated -0.65% over the last 1 year and 11.89% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Sundaram Consumption Fund Direct Growth?

The fund's allocation of assets is distributed as 92.42% in equities, 0.00% in bonds, and 7.58% in cash and cash equivalents.

Who manages the Sundaram Consumption Fund Direct Growth?

The fund managers responsible for Sundaram Consumption Fund Direct Growth are:-

Rohit Seksaria
Shalav Saket
Anuj Bansal

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Sundaram Consumption Fund Direct Growth

Fund Overview