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Fund Overview of Sundaram Consumption Fund Regular-IDCW
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₹1,422.2 CrAUM
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₹25.29NAV
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2.52%Expense Ratio
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EquityFund Category
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.
Sundaram Consumption Fund Regular-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 7.81% | NA | 5.85% |
| 6 Months | 5.17% | NA | 13.74% |
| 1 Year | 0.14% | 0.14% | -0.98% |
| 2 Years | 0.40% | 0.20% | 19.37% |
| 3 Years | 39.32% | 11.69% | 18.47% |
| 5 Years | 74.93% | 11.83% | 22.00% |
| 7 Years | 154.12% | 14.25% | NA |
| 10 Years | 199.51% | 11.59% | 15.64% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Asset Allocation of Sundaram Consumption Fund Regular-IDCW
equities
95.95%other assets or cash equivalents
4.05%Sundaram Consumption Fund Regular-IDCW is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 12 May 2006, the fund aims Long term capital growth. Investment in equity and equity related instruments of companies focussing on Rural India. It manages assets worth ₹1,422.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.52%. Fund Manager Manager EducationAbout Sundaram Consumption Fund Regular-IDCW
The portfolio allocation consists of 95.95% in equities, 4.05% in other assets or cash equivalents.Managed by Ratish Varier, it has delivered a return of 0.14% in the last year, a total return since inception of 11.87%.
The latest dividend was declared on 27 Apr 2026 at 17.90% of face value.
When planning long-term investments many investors generally refer to best sip plans depending on risk profile.
Key Metrics of Sundaram Consumption Fund Regular-IDCW
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Standard Deviation16.55%
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Mean11.49%
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Sharpe Ratio0.35%
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Alpha-0.62%
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Beta0.95%
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Sortino Ratio0.44%
Sundaram Consumption Fund Regular-IDCW Fund Details
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Compare Sundaram Consumption Fund Regular-IDCW with other mutual funds in the same category
Sundaram Consumption Fund Regular-IDCW
ICICI Prudential Bharat Consumption Fund Direct-Growth
ICICI Prudential Bharat Consumption Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Bharat Consumption Fund Direct-Growth  |
₹3,150 | 3.06% | 7.67% | 4.08% | 12.72% | 15.67% |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹3,150 | 3.06% | 7.67% | 4.08% | 12.72% | 15.67% |
| Tata India Consumer Fund Direct-Growth |
₹2,703 | 3.74% | 10.12% | 9.70% | 17.05% | 15.61% |
| Tata India Consumer Fund Direct-IDCW |
₹2,703 | 3.74% | 10.12% | 9.70% | 17.05% | 15.61% |
| Nippon India Consumption Fund Direct-Growth |
₹2,422 | 4.63% | 9.02% | 2.56% | 13.14% | 15.07% |
| Nippon India Consumption Fund Direct-IDCW |
₹2,422 | 4.63% | 9.02% | 2.56% | 13.14% | 15.07% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,550 | 3.50% | 8.99% | 4.93% | 13.62% | 14.95% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,550 | 3.50% | 8.99% | 4.93% | 13.62% | 14.95% |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹3,150 | 3.00% | 7.43% | 3.19% | 11.70% | 14.62% |
| ICICI Prudential Bharat Consumption Fund-IDCW |
₹3,150 | 3.00% | 7.43% | 3.19% | 11.70% | 14.62% |
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 |
|---|---|---|---|---|---|---|
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Sundaram Consumption Fund Regular-Growth
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₹1,422 | 4.65% | 7.81% | 5.17% | 0.14% | 11.69% |
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Sundaram Consumption Fund Direct-Growth
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₹1,422 | 4.73% | 8.05% | 5.64% | 1.04% | 12.67% |
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Sundaram Consumption Fund Direct-IDCW
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₹1,422 | 4.73% | 8.05% | 5.64% | 1.04% | 12.67% |
growth is based on 1-month returns of the fundsSundaram Consumption Fund Regular-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Direct Fund-Growth |
₹5,990 | ₹246.97 | 11.57% | 12.23% | 14.67% |
| Aditya Birla Sun Life Consumption Fund Regular-Growth |
₹5,990 | ₹213.64 | 10.40% | 10.99% | 13.38% |
| Aditya Birla Sun Life Consumption Fund Regular-IDCW |
₹5,990 | ₹37.07 | 10.40% | 10.99% | 13.38% |
| Aditya Birla Sun Life Consumption Direct Fund-IDCW |
₹5,990 | ₹47.52 | 11.57% | 12.23% | 14.67% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,550 | ₹115.54 | 13.62% | 14.95% | 16.90% |
| Mirae Asset Great Consumer Fund Regular-Growth |
₹4,550 | ₹95.53 | 12.02% | 13.27% | 15.18% |
| Mirae Asset Great Consumer Fund Regular-IDCW |
₹4,550 | ₹26.76 | 12.02% | 13.27% | 15.18% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,550 | ₹69.37 | 13.62% | 14.95% | 16.90% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,150 | ₹27.92 | 12.72% | 15.67% | - |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹3,150 | ₹25.75 | 11.70% | 14.62% | - |
Sundaram Consumption Fund Regular-IDCW 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 |
| Bharti Airtel Ltd | Technology | 9.48% | ₹138.23 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 9.45% | ₹137.98 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 9.37% | ₹136.60 Cr |
| Bharti Airtel Ltd | Technology | 10.13% | ₹131.11 Cr |
| Itc Ltd | Consumer Staples | 7.89% | ₹129.68 Cr |
| Itc Ltd | Consumer Staples | 7.89% | ₹129.68 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹27.92 | 12.72% | 15.67% | - |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹17.92 | 12.72% | 15.67% | - |
| Tata India Consumer Fund Direct-Growth |
₹56.10 | 17.05% | 15.61% | - |
| Tata India Consumer Fund Direct-IDCW |
₹54.37 | 17.05% | 15.61% | - |
| Nippon India Consumption Fund Direct-Growth |
₹228.28 | 13.14% | 15.07% | - |
| Nippon India Consumption Fund Direct-IDCW |
₹55.91 | 13.14% | 15.07% | - |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹115.54 | 13.62% | 14.95% | - |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹69.37 | 13.62% | 14.95% | - |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹25.75 | 11.70% | 14.62% | - |
| ICICI Prudential Bharat Consumption Fund-IDCW |
₹16.00 | 11.70% | 14.62% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Consumption Fund Regular-IDCW
What is the current AUM of Sundaram Consumption Fund Regular-IDCW?
As of Tue Jun 30, 2026, Sundaram Consumption Fund Regular-IDCW manages assets worth ₹1,422.2 crore
How has Sundaram Consumption Fund Regular-IDCW performed recently?
- 3 Months: 7.81%
- 6 Months: 5.17%
What is the long-term performance of Sundaram Consumption Fund Regular-IDCW?
- 3 Years CAGR: 11.69%
- 5 Years CAGR: 11.83%
- Since Inception: 11.87%
What is the portfolio composition of Sundaram Consumption Fund Regular-IDCW?
Equity: 95.95%, Others: 4.05%.
Who manages Sundaram Consumption Fund Regular-IDCW?
Sundaram Consumption Fund Regular-IDCW is managed by Ratish Varier from Sundaram Mutual Fund.
When was the last dividend declared by Sundaram Consumption Fund Regular-IDCW?
Latest dividend was declared on 27 Apr 2026 at 17.90% of face value.
What is the market-cap allocation of Sundaram Consumption Fund Regular-IDCW?
Large Cap: 75.35%, Mid Cap: 7.67%, Small Cap: 16.99%.
Which are the top companies Sundaram Consumption Fund Regular-IDCW 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 Regular-IDCW focuses on?
- Technology – 99.79% of the fund's portfolio
- Consumer Discretionary – 74.49% of the fund's portfolio
- Consumer Staples – 15.79% of the fund's portfolio
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