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Sundaram Consumption Fund

Mutual fund
Regular · Growth: other plans of this fund

Same portfolio. Regular plans include a distributor’s fee.

· AMFI 102142

₹96.94

−3.1%over 1 year

Price of one unit (NAV) on 11 November 2026

NAV went from ₹100.07 on 11 November 2025 to ₹96.94 on 11 November 2026.

Past prices are not a forecast of anything.

Ask about this fund

Overview

Kind of fund
Thematic
Yearly fee
2.56%
Since 5 October 2026
Fund size
₹1,516 crore
Started
1 January 2013
Exit load
0.5% if sold within 30 days
Compared against
NIFTY India Consumption TRI
Plan
Regular · Growth
Companies held
36
41 lines in all
Holdings as at
30 August 2026

What does it hold?

Company size

  • Large
  • Mid
  • Small
  • Cash, bonds, abroad
  • Sundaram Consumption Fund

Industries

  • Consumer Discretionary38%
  • Technology17%
  • Consumer Staples15%
  • Industrials10%
  • Healthcare8%
  • Financial6%
  • Materials3%

Top companies

10 of 36 companies · holdings as at 30 August 2026

  1. 1

    Zomato Ltd

    LargeTechnology

    9.2%
  2. 2

    Bharti Airtel Ltd

    LargeTechnology

    7.9%
  3. 3

    Mahindra & Mahindra Ltd

    LargeConsumer Discretionary

    7.3%
  4. 4

    Apollo Hospitals Enterprise Ltd

    LargeHealthcare

    5.0%
  5. 5

    Titan Company Ltd

    LargeConsumer Discretionary

    4.9%
  6. 6

    TVS Motor Company Ltd

    LargeConsumer Discretionary

    4.5%
  7. 7

    Nestle India Ltd

    LargeConsumer Staples

    4.3%
  8. 8

    Interglobe Aviation Ltd

    LargeIndustrials

    3.9%
  9. 9

    S.J.S Enterprises Ltd

    SmallConsumer Discretionary

    3.4%
  10. 10

    Varun Beverages Ltd

    LargeConsumer Staples

    3.0%
Show all 36
  1. 11

    One 97 Communications Ltd

    MidIndustrials

    2.8%
  2. 12

    Bajaj Auto Ltd

    LargeConsumer Discretionary

    2.7%
  3. 13

    ITC Ltd

    LargeConsumer Staples

    2.6%
  4. 14

    Trent Ltd

    LargeConsumer Discretionary

    2.6%
  5. 15

    ICICI Bank Ltd

    LargeFinancial

    2.3%
  6. 16

    Sapphire Foods India Ltd

    SmallConsumer Discretionary

    2.2%
  7. 17

    PB Fintech Ltd

    MidFinancial

    2.0%
  8. 18

    United Spirits Ltd

    MidConsumer Staples

    2.0%
  9. 19

    Whirlpool Of India Ltd

    SmallConsumer Discretionary

    1.9%
  10. 20

    Bikaji Foods International Ltd

    SmallConsumer Staples

    1.8%
  11. 21

    Fortis Healthcare Ltd

    MidHealthcare

    1.7%
  12. 22

    Asian Paints Ltd

    LargeMaterials

    1.7%
  13. 23

    Tata Motors Ltd

    LargeIndustrials

    1.7%
  14. 24

    Hyundai Motor India Ltd.

    LargeConsumer Discretionary

    1.6%
  15. 25

    Affle (India) Ltd

    SmallIndustrials

    1.6%
  16. 26

    Page Industries Ltd

    MidConsumer Discretionary

    1.4%
  17. 27

    Berger Paints India Ltd

    MidMaterials

    1.4%
  18. 28

    Safari Industries (India) Ltd

    SmallConsumer Discretionary

    1.3%
  19. 29

    Dhoot Transmission Ltd

    SmallConsumer Discretionary

    1.3%
  20. 30

    Jubilant FoodWorks Ltd

    SmallConsumer Discretionary

    1.3%
  21. 31

    LG Electronics India Ltd.

    LargeConsumer Discretionary

    1.0%
  22. 32

    IIFL Wealth Management Ltd

    MidFinancial

    1.0%
  23. 33

    Poonawalla Fincorp Ltd

    MidFinancial

    1.0%
  24. 34

    Manipal Health Enterprises Ltd

    MidHealthcare

    1.0%
  25. 35

    Gillette India Ltd

    SmallConsumer Staples

    0.9%
  26. 36

    KPR Mills Ltd

    MidConsumer Discretionary

    0.5%

What does it cost?

2.56% a year: ₹256 on every ₹10,000 you hold.

The middle fee for Thematic direct plans is 1.05%.

The direct plan of this fund costs 1.71% a year.

Exit load: 0.5% if sold within 30 days

How has it done?

1 year
−3.1%
3 years, per year
+8.5%
5 years, per year
+10.0%

Worst fall so far: −70.5% (Jan 2008 to Mar 2009).

Past prices are not a forecast of anything.

Events

  1. 5 October 2026Fee moved between 2.52% and 2.57% a year (3 changes, 28 Sep – 5 Oct 2026).
  2. 24 September 2026Fee moved between 2.51% and 2.55% a year (5 changes, 1 Sep – 24 Sep 2026).
  3. 30 August 2026New portfolio published: holdings as at 30 August 2026.
  4. 27 August 2026Fee moved between 2.52% and 2.56% a year (20 changes, 5 Jun – 27 Aug 2026).
  5. 1 June 2026Fee changed from 2.14% to 2.56% a year.
Show all 42
  1. 30 May 2026Fee changed from 2.22% to 2.14% a year.
  2. 29 May 2026Fee changed from 2.14% to 2.22% a year.
  3. 28 May 2026Fee changed from 3.04% to 2.14% a year.
  4. 27 May 2026Fee changed from 3.59% to 3.04% a year.
  5. 26 May 2026Fee changed from 2.14% to 3.59% a year.
  6. 23 May 2026Fee changed from 2.81% to 2.14% a year.
  7. 22 May 2026Fee changed from 3.18% to 2.81% a year.
  8. 21 May 2026Fee changed from 2.40% to 3.18% a year.
  9. 20 May 2026Fee changed from 4.06% to 2.40% a year.
  10. 19 May 2026Fee changed from 2.14% to 4.06% a year.
  11. 13 May 2026Fee changed from 2.23% to 2.14% a year.
  12. 12 May 2026Fee changed from 2.77% to 2.23% a year.
  13. 11 May 2026Fee changed from 2.13% to 2.77% a year.
  14. 9 May 2026Fee changed from 2.23% to 2.13% a year.
  15. 8 May 2026Fee changed from 2.17% to 2.23% a year.
  16. 7 May 2026Fee moved between 2.14% and 2.19% a year (26 changes, 23 Apr 2025 – 7 May 2026).
  17. 15 April 2025Fee moved between 2.17% and 2.22% a year (25 changes, 31 Oct 2024 – 15 Apr 2025).
  18. 29 October 2024Fee moved between 2.13% and 2.18% a year (14 changes, 16 Jul – 29 Oct 2024).
  19. 21 June 2024Fee moved between 2.18% and 2.23% a year (18 changes, 19 Feb – 21 Jun 2024).
  20. 13 February 2024Fee moved between 2.20% and 2.25% a year (35 changes, 7 Jun 2023 – 13 Feb 2024).
  21. 26 May 2023Fee moved between 2.25% and 2.30% a year (4 changes, 31 Mar – 26 May 2023).
  22. 29 March 2023Fee moved between 2.28% and 2.32% a year (4 changes, 14 Mar – 29 Mar 2023).
  23. 7 March 2023Fee changed from 2.34% to 2.28% a year.
  24. 6 March 2023Fee changed from 2.28% to 2.34% a year.
  25. 2 March 2023Fee moved between 2.28% and 2.33% a year (19 changes, 19 Dec 2022 – 2 Mar 2023).
  26. 12 December 2022Fee moved between 2.25% and 2.29% a year (6 changes, 25 Nov – 12 Dec 2022).
  27. 14 November 2022Fee moved between 2.22% and 2.27% a year (2 changes, 13 Nov – 14 Nov 2022).
  28. 17 October 2022Fee moved between 2.27% and 2.30% a year (2 changes, 11 Oct – 17 Oct 2022).
  29. 10 October 2022Fee changed from 2.21% to 2.29% a year.
  30. 4 October 2022Fee moved between 2.21% and 2.25% a year (5 changes, 12 Sep – 4 Oct 2022).
  31. 5 September 2022Fee moved between 2.23% and 2.28% a year (12 changes, 19 Jul – 5 Sep 2022).
  32. 18 July 2022Fee moved between 2.28% and 2.33% a year (11 changes, 20 Jun – 18 Jul 2022).
  33. 13 June 2022Fee moved between 2.27% and 2.31% a year (2 changes, 6 Jun – 13 Jun 2022).
  34. 30 May 2022Fee moved between 2.28% and 2.33% a year (9 changes, 5 May – 30 May 2022).
  35. 3 May 2022Fee moved between 2.27% and 2.30% a year (14 changes, 9 Mar – 3 May 2022).
  36. 7 March 2022Fee moved between 2.28% and 2.33% a year (6 changes, 24 Feb – 7 Mar 2022).
  37. 21 February 2022Fee moved between 2.24% and 2.28% a year (8 changes, 4 Jan – 21 Feb 2022).

Related

Other plans of this fund

Same portfolio, different plan.

All 232 Thematic funds, A to Z →

Sources and dates

Holdings
Groww's page for this fund, month-end 30 August 2026
Prices
AMFI via mfapi.in, to 11 November 2026
Fee
Groww, from 5 October 2026
Company sizes
SEBI's rank by full market value, 25 September 2026