Sundaram Consumption Fund Growth

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Equity
Equity - Consumption
Rating 2
Plan

86.80 -1.07 (-1.22%) NAV as on 13 Apr, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1293.62
CAGR -3.94%
Exit Load0.50%
Expense ratio2.18%
CategoryEquity
Min Investment100
Min SIP250
Launch Date2006-05-12

Asset Allocation

Holdings As On - 14 April 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Bharti Airtel
138.24
9.48%

Hindustan Unilever
104.48
7.17%

ITC
99.89
6.85%

Titan Company
92.05
6.31%

Eternal
71.26
4.89%

Maruti Suzuki India
63.31
4.34%

Nestle India
55.73
3.82%

Peer Comparison

Fund Name
Baroda BNP Paribas India Consumption Regular Growth-2.63%
Sundaram Consumption Fund Growth-3.94%
UTI India Consumer Fund Regular Plan Growth1.14%
HSBC Consumption Fund Regular Growth2.3%
HDFC Consumption Fund Regular Growth-3.67%

Risk & Volitility

Alpha -5.29%
Beta 0.95
Sharpe Ratio0.34
Std Deviation 15.68%
Tracking Error 6.48%

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 1293.62 crores & has delivered CAGR of 12.27% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.18%. 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 top holdings of the fund include Bharti Airtel, Mahindra & Mahindra Ltd, Hindustan Unilever & ITC.

The major sectors where the fund is invested are Auto & Truck Manufacturers, Communications Services, Personal & Household Prods. & Food Processing.

Some of the similar funds are Baroda BNP Paribas India Consumption Regular Growth, Sundaram Consumption Fund Growth, UTI India Consumer Fund Regular Plan Growth, HSBC Consumption Fund Regular Growth, HDFC Consumption Fund Regular Growth. Sundaram Consumption Fund Growth has a sharpe ratio of 0.34 & a standard deviation of 15.68%.