Sundaram Consumption Fund
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.
Growthvine rating: 2/5 — ranked #145 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹86.37 (as of 2026-10-23) |
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| AUM | ₹1,516 Cr |
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| Expense ratio | 1.83% |
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| Riskometer | Very High |
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| Fund manager | Anuj Bansal |
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| Exit load | 0.5% for redemption within 30 days |
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Performance & risk
| 5-year annualised return | 8.89% |
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| Sharpe ratio | 0.16 |
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| Standard deviation | 17.03% |
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| Max drawdown | −70.48% |
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| Alpha | -1.35 |
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| Beta | 0.97 |
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Over 5 years, captured 86.9% of NIFTY India Consumption's upside and 86.5% of its downside.
Market cap allocation
| Large cap | 69.5% |
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| Mid cap | 15.5% |
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| Small cap | 15.0% |
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Concentration
| Top 5 holdings | 37.1% |
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| Top 10 holdings | 56.7% |
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| Total holdings | 36 |
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Top holdings
- Eternal Limited — 9.1%
- Bharti Airtel Ltd. — 8.3%
- ITC Ltd — 8.1%
- Mahindra & Mahindra Ltd. — 7.1%
- TVS Motor Company Ltd. — 4.6%
- Varun Beverages Limited — 4.1%
- InterGlobe Aviation Limited — 4.0%
- Bajaj Auto Limited — 3.9%
- Apollo Hospitals Enterprises Ltd. — 3.8%
- Titan Company Limited — 3.7%
Top sectors
- Automobile — 20.5%
- Retail — 11.7%
- Food Beverage & Tobacco — 10.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −11.8% | Q4 (Bottom) | #143 of 167 |
| 2025 | −0.1% | Q3 | #97 of 132 |
| 2024 | 20.1% | Q3 | #45 of 86 |
| 2023 | 30.2% | Q2 | #32 of 66 |
| 2022 | 9.3% | Q2 | #17 of 55 |