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: 1/5 — ranked #148 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹97.95 (as of 2026-08-21) |
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| AUM | ₹1,422 Cr |
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| Expense ratio | 1.82% |
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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 | 11.98% |
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| Sharpe ratio | 0.35 |
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| Standard deviation | 16.55% |
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| Max drawdown | -70.48% |
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| Alpha | -0.62 |
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| Beta | 0.95 |
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Over 5 years, captured 86.2% of NIFTY India Consumption's upside and 86.1% of its downside.
Market cap allocation
| Large cap | 70.1% |
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| Mid cap | 10.9% |
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| Small cap | 19.1% |
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Concentration
| Top 5 holdings | 35.0% |
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| Top 10 holdings | 55.0% |
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| Total holdings | 36 |
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Top holdings
- Bharti Airtel Ltd. — 8.8%
- Eternal Limited — 8.6%
- Mahindra & Mahindra Ltd. — 7.7%
- TREPS — 6.5%
- Apollo Hospitals Enterprises Ltd. — 5.1%
- Titan Company Limited — 4.8%
- TVS Motor Company Ltd. — 4.6%
- Nestle India Ltd. — 4.4%
- InterGlobe Aviation Limited — 3.9%
- S.J.S. Enterprises Limited — 3.8%
Top sectors
- Automobile — 19.6%
- Retail — 12.7%
- Food Beverage & Tobacco — 11.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | -0.0% | Q3 | #122 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 |