Sundaram Consumption Fund Direct dividend reinvestment
Equity • Consumption • Direct dividend reinvestment
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Consumption
Direct dividend reinvestment
Launched On
01 Jan 2013
13.3 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹27.85
-0.0302% (0.00)
AUM
₹1,461 Cr
Expense ratio
1.21%
Benchmark
Fund Plan
Annually
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Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
Distribution
Asset split
Market capital
Equity98.50%
Cash1.51%
What's in this fund?
Sectors
Holdings
Consumer Cyclical
48.13%
Consumer Defensive
28.31%
Communication Services
11.19%
Healthcare
4.67%
Financial Services
3.26%
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹63,545 Cr • Rank #21
Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Rohit Seksaria
Experience: 8.29 yrs • Total AUM: 1,46,311 Cr
Shalav Saket
Experience: yrs • Total AUM: 1,95,216 Cr
Anuj Bansal
Experience: yrs • Total AUM: 11,685 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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