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Fund Overview of Sundaram Consumption Fund Direct-Growth
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₹1,407.5 CrAUM
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₹105.26NAV
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1.66%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Sundaram Consumption Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.27% | NA | 5.85% |
| 6 Months | 6.30% | NA | 13.74% |
| 1 Year | -5.17% | -5.17% | -0.98% |
| 2 Years | 0.29% | 0.15% | 19.37% |
| 3 Years | 30.15% | 9.18% | 18.47% |
| 5 Years | 65.94% | 10.66% | 22.00% |
| 7 Years | 137.89% | 13.18% | NA |
| 10 Years | 202.41% | 11.70% | 15.64% |
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As on Thu Nov 05, 2026
Asset Allocation of Sundaram Consumption Fund Direct-Growth
equities
97.95%other assets or cash equivalents
2.05%Large Cap: 70.18%
Mid Cap: 16.13%
Small Cap: 13.69%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
Sundaram Consumption Fund Direct-Growth is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital growth. Investment in equity and equity related instruments of companies focussing on Rural India. It manages assets worth ₹1,407.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.66%. Fund Manager Manager Education
About FundAbout Sundaram Consumption Fund Direct-Growth
The portfolio allocation consists of 97.95% in equities, 2.05% in other assets or cash equivalents.Managed by Ratish Varier, it has delivered a return of -5.17% in the last year, a total return since inception of 13.85%.
For those looking to take better financial choices it makes sense to also explore best sip plans that align with long-term goals.
Ratish Varier
Mr. Varier is a B.Com. & MBA (Finance)
Key Metrics of Sundaram Consumption Fund Direct-Growth
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Standard Deviation17.08%
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Mean8.80%
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Sharpe Ratio0.19%
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Alpha-1.85%
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Beta0.99%
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Sortino Ratio0.25%
Sundaram Consumption Fund Direct-Growth Fund Details
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Compare Mutual Funds
Sundaram Consumption Fund Direct-Growth Fund Returns Comparison
Compare Sundaram Consumption Fund Direct-Growth with other mutual funds in the same category
Sundaram Consumption Fund Direct-Growth
Tata India Consumer Fund Direct-Growth
Tata India Consumer Fund Direct-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Tata India Consumer Fund Direct-Growth  |
₹2,723 | 5.00% | -1.70% | 4.37% | 14.85% | 13.67% |
| Tata India Consumer Fund Direct-IDCW |
₹2,723 | 5.00% | -1.70% | 4.37% | 14.85% | 13.67% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,455 | 6.31% | -2.21% | -1.55% | 11.85% | 12.28% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,455 | 6.31% | -2.21% | -1.55% | 11.85% | 12.28% |
| Tata India Consumer Fund Regular-Growth |
₹2,723 | 4.89% | -2.01% | 3.08% | 13.41% | 12.24% |
| Tata India Consumer Fund Regular-IDCW |
₹2,723 | 4.89% | -2.01% | 3.08% | 13.41% | 12.24% |
| Nippon India Consumption Fund Direct-Growth |
₹2,255 | 5.81% | -4.66% | -4.64% | 10.38% | 11.89% |
| Nippon India Consumption Fund Direct-IDCW |
₹2,255 | 5.81% | -4.66% | -4.64% | 10.38% | 11.89% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,049 | 6.36% | -3.56% | -3.42% | 10.28% | 11.79% |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹3,049 | 6.36% | -3.56% | -3.42% | 10.28% | 11.79% |
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Consumption Fund Regular-Growth
|
₹1,408 | 5.91% | -2.48% | 5.84% | -6.02% | 8.23% |
|
Sundaram Consumption Fund Direct-IDCW
|
₹1,408 | 5.98% | -2.27% | 6.30% | -5.17% | 9.18% |
|
Sundaram Consumption Fund Regular-IDCW
|
₹1,408 | 5.91% | -2.48% | 5.84% | -6.02% | 8.23% |
growth is based on 1-month returns of the fundsSundaram Consumption Fund Direct-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-Growth |
₹5,697 | ₹207.11 | 8.52% | 7.90% | 12.62% |
| Aditya Birla Sun Life Consumption Direct Fund-Growth |
₹5,697 | ₹240.03 | 9.67% | 9.09% | 13.90% |
| Aditya Birla Sun Life Consumption Fund Regular-IDCW |
₹5,697 | ₹35.93 | 8.52% | 7.90% | 12.62% |
| Aditya Birla Sun Life Consumption Direct Fund-IDCW |
₹5,697 | ₹46.18 | 9.67% | 9.09% | 13.90% |
| Mirae Asset Great Consumer Fund Regular-Growth |
₹4,455 | ₹93.35 | 10.28% | 10.65% | 14.50% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,455 | ₹113.30 | 11.85% | 12.28% | 16.20% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,455 | ₹68.03 | 11.85% | 12.28% | 16.20% |
| Mirae Asset Great Consumer Fund Regular-IDCW |
₹4,455 | ₹26.15 | 10.28% | 10.65% | 14.50% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,049 | ₹27.09 | 10.28% | 11.79% | - |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹3,049 | ₹24.93 | 9.30% | 10.81% | - |
View More
Top funds are based on Fund AUM
Sundaram Consumption Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 10.78% | ₹170.67 Cr |
| Bharti Airtel Ltd | Technology | 10.46% | ₹170.35 Cr |
| Bharti Airtel Ltd | Technology | 10.14% | ₹166.53 Cr |
| Bharti Airtel Ltd | Technology | 10.14% | ₹166.53 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 9.76% | ₹158.95 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 9.91% | ₹156.92 Cr |
| Bharti Airtel Ltd | Technology | 9.58% | ₹152.26 Cr |
| Bharti Airtel Ltd | Technology | 9.58% | ₹152.26 Cr |
| Bharti Airtel Ltd | Technology | 9.59% | ₹151.14 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 8.98% | ₹147.53 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 8.98% | ₹147.53 Cr |
| Bharti Airtel Ltd | Technology | 9.91% | ₹144.81 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 9.02% | ₹143.39 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 9.02% | ₹143.39 Cr |
| Zomato Ltd | Technology | 9.23% | ₹139.89 Cr |
| Zomato Ltd | Technology | 9.23% | ₹139.89 Cr |
| Zomato Ltd | Technology | 9.23% | ₹139.89 Cr |
| Zomato Ltd | Technology | 9.23% | ₹139.89 Cr |
| Zomato Ltd | Technology | 9.23% | ₹139.89 Cr |
| Bharti Airtel Ltd | Technology | 9.48% | ₹138.23 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Tata India Consumer Fund Direct-Growth |
₹55.53 | 14.85% | 13.67% | - |
| Tata India Consumer Fund Direct-IDCW |
₹53.82 | 14.85% | 13.67% | - |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹113.30 | 11.85% | 12.28% | - |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹68.03 | 11.85% | 12.28% | - |
| Tata India Consumer Fund Regular-Growth |
₹47.48 | 13.41% | 12.24% | - |
| Tata India Consumer Fund Regular-IDCW |
₹42.08 | 13.41% | 12.24% | - |
| Nippon India Consumption Fund Direct-Growth |
₹217.54 | 10.38% | 11.89% | - |
| Nippon India Consumption Fund Direct-IDCW |
₹53.28 | 10.38% | 11.89% | - |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹27.09 | 10.28% | 11.79% | - |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹15.58 | 10.28% | 11.79% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Consumption Fund Direct-Growth
What is the current AUM of Sundaram Consumption Fund Direct-Growth?
As of Wed Sep 30, 2026, Sundaram Consumption Fund Direct-Growth manages assets worth ₹1,407.5 crore
How has Sundaram Consumption Fund Direct-Growth performed recently?
- 3 Months: -2.27%
- 6 Months: 6.30%
What is the long-term performance of Sundaram Consumption Fund Direct-Growth?
- 3 Years CAGR: 9.18%
- 5 Years CAGR: 10.66%
- Since Inception: 13.85%
What is the portfolio composition of Sundaram Consumption Fund Direct-Growth?
Equity: 97.95%, Others: 2.05%.
Who manages Sundaram Consumption Fund Direct-Growth?
Sundaram Consumption Fund Direct-Growth is managed by Ratish Varier from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Consumption Fund Direct-Growth?
Large Cap: 70.18%, Mid Cap: 16.13%, Small Cap: 13.69%.
Which are the top companies Sundaram Consumption Fund Direct-Growth has invested in?
- Bharti Airtel Ltd – 10.78% of the fund's portfolio
- Bharti Airtel Ltd – 10.46% of the fund's portfolio
- Bharti Airtel Ltd – 10.14% of the fund's portfolio
- Bharti Airtel Ltd – 10.14% of the fund's portfolio
- Mahindra & Mahindra Ltd – 9.76% of the fund's portfolio
Which are the major sectors Sundaram Consumption Fund Direct-Growth focuses on?
- Technology – 135.78% of the fund's portfolio
- Consumer Discretionary – 55.67% of the fund's portfolio
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