Sundaram Consumption Fund - Direct Plan
Value Research Rating
Our Opinion
Riskometer
Very High
₹100.9704 0.19%
As on 08-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Sundaram Consumption Fund - Direct Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Consumption Fund - Direct Plan
|
|
|
Very High
|
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1.26 |
|
 |
|
Very High
|
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0.49 |
||
 |
|
Very High
|
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1.58 |
||
|
|
Very High
|
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0.78 |
||
|
|
Very High
|
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0.69 |
Other details of Sundaram Consumption Fund - Direct Plan
Assets
₹1,294 Cr
Exit Load (Days)
0.50 (30)
Min. Investment (₹)
100
Min. Withdrawal (₹)
100
Min. SIP Investment (₹)
100
Min. No of Cheques
6
About Sundaram Consumption Fund - Direct Plan
Sundaram Consumption Fund - Direct Plan is a equity mutual fund scheme of Sundaram Mutual Fund. Launched on January 01, 2013, it is currently managed by Rohit Seksaria and Anuj Bansal. The fund has an expense ratio of 1.26% with an overall AUM (Assets Under Management) of ₹1,294 Cr.
Sundaram Consumption Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
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.
Suitability
Consumption funds are suitable for investors:
- Seeking exposure in shares of consumer facing companies for high returns
- Aiming for long term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Sundaram Consumption Fund - Direct Plan
Fund manager change in Sundaram Consumption Fund
1 min read•By News Desk
FAQ for Sundaram Consumption Fund - Direct Plan
How to Invest in Sundaram Consumption Fund - Direct Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Consumption Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Consumption Fund - Direct Plan can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Sundaram Consumption Fund - Direct Plan Today?
The latest declared NAV of Sundaram Consumption Fund - Direct Plan, is ₹100.9704 as of 10-May-2026.
What are the top holdings of Sundaram Consumption Fund - Direct Plan?
| Company | Percentage of Portfolio |
|---|---|
|
10.13
|
|
|
9.18
|
|
|
8.30
|
|
|
6.50
|
|
|
5.74
|
What is the return of Sundaram Consumption Fund - Direct Plan in the last 5 years?
Over the past five years, Sundaram Consumption Fund - Direct Plan has delivered an annualised return of 14.46% as of 10-May-2026.
What is the minimum investment required in Sundaram Consumption Fund - Direct Plan?
The minimum investment required to start investing in Sundaram Consumption Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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