Sundaram Consumption Fund Growth
- Equity - Consumption
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹1,516.36 Cr
Expense Ratio
2.55%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹250.00
Launch Date
12 May 2006
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.89% | -- |
| 3 Months | -3.06% | -- |
| 6 Months | +8.26% | -- |
| 1 Year | -9.2% | -9.2% |
| 2 Years | -- | -6.69% |
| 3 Years | +21.52% | +6.71% |
| 5 Years | +52.37% | +8.79% |
| Since Launch | +796.23% | +11.35% |
Holdings as on 6 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Bharti Airtel | 130.97 | 8.76 |
| Eternal | 128.96 | 8.63 |
| Mahindra & Mahindra Ltd | 114.47 | 7.66 |
| Treps | 97.28 | 6.51 |
| Apollo Hospitals Enterprise | 76.79 | 5.14 |
| Titan Company | 71.47 | 4.78 |
| TVS Motor Company | 68.14 | 4.56 |
| Nestle India | 65.13 | 4.36 |
| InterGlobe Aviation Ltd | 58.47 | 3.91 |
| S.J.S. Enterprises Ltd | 56.26 | 3.76 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.29
Sharpe Ratio
16.49%
Std. Deviation
6.48%
Tracking Error
-5.29%
Alpha
0.95
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Consumption Fund Growth | -9.2% | +6.71% | +8.79% |
| Baroda BNP Paribas India Consumption Regular Growth | -10.22% | +7.07% | +7.72% |
| HSBC Consumption Fund Regular Growth | -1.5% | +13.06% | -- |
| HDFC Consumption Fund Regular Growth | -10.51% | +6.88% | -- |
| Kotak Consumption Fund Regular Growth | -6.06% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Sundaram Consumption Fund Growth has an AUM of 1516.36 crores & has delivered CAGR of 8.79 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.55%. The minimum investment in Sundaram Consumption Fund Growth is Rs 100 and the minimum SIP is Rs 250.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Bharti Airtel, Eternal, Mahindra & Mahindra Ltd, Treps.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Communications Services, Computer Services, Recreational Products.
Some of the similar funds are Sundaram Consumption Fund Growth, Baroda BNP Paribas India Consumption Regular Growth, HSBC Consumption Fund Regular Growth, HDFC Consumption Fund Regular Growth, Kotak Consumption Fund Regular Growth. Sundaram Consumption Fund Growth has a sharpe ratio of 0.29 & a standard deviation of 16.49%.
FAQs
According to the morning star rating Sundaram Consumption Fund Growth has a Medium risk & High return.
Sundaram Consumption Fund Growth is managed by Rohit Seksaria,Shalav Saket,Anuj Bansal.
The expense ratio of Sundaram Consumption Fund Growth is 2.55%.
The 5 year annualized return on Sundaram Consumption Fund Growth is 8.79% & it has generated -9.20% in the last 1 year.
The minimum investment in Sundaram Consumption Fund Growth is 100 Rs.
Sundaram Consumption Fund Growth has an AUM of 1516.36 crores.
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