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 #143 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹88.99 (as of 2026-10-01) |
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| AUM | ₹1,516 Cr |
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| Expense ratio | 1.81% |
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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 | 0.32 |
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| Standard deviation | 16.49% |
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| Max drawdown | −70.48% |
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| Alpha | -1.35 |
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| Beta | 0.96 |
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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 | 66.7% |
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| Mid cap | 14.7% |
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| Small cap | 18.6% |
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Concentration
| Top 5 holdings | 34.4% |
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| Top 10 holdings | 53.5% |
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| Total holdings | 37 |
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Top holdings
- Eternal Limited — 9.2%
- Bharti Airtel Ltd. — 7.9%
- Mahindra & Mahindra Ltd. — 7.3%
- Apollo Hospitals Enterprises Ltd. — 5.0%
- Titan Company Limited — 4.9%
- TVS Motor Company Ltd. — 4.5%
- Nestle India Ltd. — 4.3%
- InterGlobe Aviation Limited — 3.9%
- S.J.S. Enterprises Limited — 3.4%
- Varun Beverages Limited — 3.0%
Top sectors
- Automobile — 20.9%
- Consumer Durables — 12.3%
- Retail — 11.8%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −9.2% | Q4 (Bottom) | #137 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 |