Launched on 2006-03-20T00:00:00, the Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth) has 1532.37 Cr in AUM (Assets Under Management) as on 17-05-25 08:30:234 IST. This fund is a/an equity thematic-consumption with a CRISIL rating of 3 stars. As on 2025-04-30, this mutual fund has an NAV (Net Asset Value) of 97.07. Furthermore, the portfolio turnover ratio is 32 as on 17-05-25 08:30:234 IST. The fund holds NIFTY India Consumption TRI  as its benchmark index. The minimum amount that one can invest in the fund is 100.0. The fund has an  For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days..The risk rating of this fund is VHG.View More ViewLess

Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth)

equity

thematic-consumption

by Value Research

AUM : ₹ 1532.37 Cr

Investment Returns Calculator

SIP
Lumpsum
I Want To Save

₹ 100 ₹ 100000
Tenure
Years
1 Y 5 Y
I Want To Save

₹ 100 ₹ 50000
Tenure
Years
1 Y 5 Y
Your Investment Would Have Become

₹ 1,308

15.80% Estimated Growth

Total Investment:

₹ 1,200

Estimated Returns:

₹ 108

Future Value

₹ 1,308

Disclaimer: The content provided is solely for information & awareness purposes and under no circumstances the information provided is intended to be source of advice or recommending any financial investment advice or endorsement of any sort. All the information is provided in good faith; however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information. Any information contained herein is not to be treated as investment advisory and the same is provided only for general understanding of investors. Any reliance you place on such material is therefore strictly at your own risk.

Returns

Tenure Fund Return Category Average Rank Within Category
1 Year 15.80% 34.50% 2/20
3 Years 22.48% 22.54% 3/20
5 Years 23.40% 19.54% 8/20
10 Years 14.52% 18.36% 6/20

Top Scheme Holding

Sectors
Companies
Consumer Staples
30.78 %
Services
17.75 %
Automobile
16.67 %
Consumer Discretionary
11.22 %
Communication
9.61 %
Others
5.65 %
Healthcare
3.6 %
Others
53.27 %
Bharti Airtel
9.61 %
ITC
8.31 %
Mahindra And Mahindra
7.47 %
Hindustan Unilever
6.73 %
Titan Company
5.19 %
Maruti Suzuki India
4.68 %

Fund Managment

i

Fund Managment

Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.

RV
Ratish Varier Managing Since: 2022

About this Fund

Scheme Details
Launch Date : 20 March, 2006
Fund Type : equity
Category : thematic-consumption
AUM : ₹ 1532.37 Cr
Riskometer
i
Riskometer

A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.

Moderately High High Low To Moderate Moderate Very High Low
Investors understands that their principal will be at Very High.

Frequently Asked Questions About Mutual Funds

What category of mutual funds does the Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth) fall under?

The Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth) is a thematic-consumption.

Who is this fund suitable for?

What is the CRISIL ranking for this fund?

What is the benchmark for Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth)?

What is the risk rating of this fund?

What is the current tax rate for long term capital gains of this fund if you withdraw after one year?

What is the current tax rate for short term capital gains of the Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth) if you withdraw before the completion of a year?

Disclaimer

Investment Advisory

 

Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM,  in no way guarantees performance of the intermediary or provide any assurance of returns to investors.

 

Mutual funds

 

Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.

 

The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.

Minimum investment Amount

Min. SIP Amount

₹100

Min. Lumpsum Amount

₹100

Min. Additional Amount

₹100

Expense Ratio/Exit Load/Taxation

Expense Ratio

i

Expense Ratio

This ratio refers to the fee charged by the AMC for managing your mutual fund.

2.18 %

Exit Load

i

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Taxation

i

Taxation

STCG Taxation:    15% + surcharge at 10% or 15% with 4% health and education cess  Individual: 17.94%; HUF: 17.16%  LTCG Taxation:  10% without indexation or benefit for foreign currency conversion  Surcharge: 10% or 14% with 4% health and education cess  Individual: 11.96% ; HUF: 11.44%

Equity STCG: 15%Up to 12 months

Equity LTCG: 10%More than 12 months

Investment Objective

Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth)

The scheme seeks 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.

Up-Arrow
0

Fund Added to Compare

COMPARE NOW

Clear All

Minimize Image
Add Compare Image

Compare

0
Cancel Icon

Search Mutual Funds & Add to Compare