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sundaram consumption fund direct plan reinvestment of income distr cum capital wtdrwl
Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl

Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl

  • Very High Risk
  • Equity
  • Equity - Consumption
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NAV as on May 12, 2026
i
Price per unit of the scheme.
₹ 25.6747-2.16%1 Day Change
-7.51%
Minimum Investment₹100
Expense Ratio1.37%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl
VS
Equity: Equity - Consumption Average NAV
    Topper in Equity: Equity - Consumption
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty India Consumption TR INR
    Expense Ratio
    1.37%
    Category Avg Expense Ratio
    0.91%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 1,293.62 Cr(As on Mar, 2026)
    Inception Date
    Jan 01, 2013
    Turnover
    49.00 %
    Exit Load
    0.5% - For redemption,withdrawn by way of SWPor transfer by way ofSwitch/STP within 30 daysfrom the date of allotment.NIL - For redemption orwithdrawn by way of SWPor transfer by way ofSwitch/STP after 30 daysfrom the date of allotment

    bt_logoABOUT THE FUND

    Objective: The investment objective of the scheme is 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.

    Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl is an Equity - Equity - Consumption fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMay 12, 2026 is ₹25.67. Its expense ratio is 1.37 %. The fund has an AUM of ₹1,293.62 Cr.The fund is managed byRatish Varier,Ashish Aggarwal,undefined,undefined,undefined,undefined,undefined,undefined,undefined,undefined,Nikunj Gala,Shalav Saket,Rohit Seksaria,Anuj Bansal.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Ratish Varier
    Ratish Varier
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Fund Manager Rank7Out of 17
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed5
    • Total AUM₹ 17,399.26 Cr
    • Highest Return In 1 Yr11.64 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,551.66
    1.98%
    2.93%
    Very High Risk
    ₹11,898.19Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Sundaram Multi Cap Fund-Direct Plan - Option
    ₹ 407.10
    0.33%
    1.90%
    Very High Risk
    ₹2,525.11Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,551.66
    • Fund Size₹11,898.19Cr
    Fund Return1.98%
    Category Return2.93%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Sundaram Multi Cap Fund-Direct Plan - Option
    Very High Risk
    • NAV₹ 407.10
    • Fund Size₹2,525.11Cr
    Fund Return0.33%
    Category Return1.90%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anuj Bansal
    Anuj Bansal
    i
    Lead Fund Manager.
    Feb 27, 2026 - Present
    • Fund Manager Rank7Out of 17
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed1
    • Total AUM₹ 1,293.62 Cr
    • Highest Return In 1 Yr-7.99 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ashish Aggarwal
    Ashish Aggarwal
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed9
    • Total AUM₹ 11,145.24 Cr
    • Highest Return In 1 Yr32.78 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    ₹ 93.77
    -0.48%
    0.69%
    Very High Risk
    ₹6,030.80Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 116.91
    -2.50%
    -3.48%
    Very High Risk
    ₹1,438.57Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Sundaram large and Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 93.77
    • Fund Size₹6,030.80Cr
    Fund Return-0.48%
    Category Return0.69%
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 116.91
    • Fund Size₹1,438.57Cr
    Fund Return-2.50%
    Category Return-3.48%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 40,410.66 Cr
    • Highest Return In 1 Yr43.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.71
    3.22%
    0.69%
    Very High Risk
    ₹13,995.29Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 21.74
    -0.59%
    -0.87%
    Very High Risk
    ₹1,006.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.71
    • Fund Size₹13,995.29Cr
    Fund Return3.22%
    Category Return0.69%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.74
    • Fund Size₹1,006.49Cr
    Fund Return-0.59%
    Category Return-0.87%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 40,410.66 Cr
    • Highest Return In 1 Yr43.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.71
    3.22%
    0.69%
    Very High Risk
    ₹13,995.29Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 21.74
    -0.59%
    -0.87%
    Very High Risk
    ₹1,006.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.71
    • Fund Size₹13,995.29Cr
    Fund Return3.22%
    Category Return0.69%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.74
    • Fund Size₹1,006.49Cr
    Fund Return-0.59%
    Category Return-0.87%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 40,410.66 Cr
    • Highest Return In 1 Yr43.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.71
    3.22%
    0.69%
    Very High Risk
    ₹13,995.29Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 21.74
    -0.59%
    -0.87%
    Very High Risk
    ₹1,006.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.71
    • Fund Size₹13,995.29Cr
    Fund Return3.22%
    Category Return0.69%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.74
    • Fund Size₹1,006.49Cr
    Fund Return-0.59%
    Category Return-0.87%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 40,410.66 Cr
    • Highest Return In 1 Yr43.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.71
    3.22%
    0.69%
    Very High Risk
    ₹13,995.29Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 21.74
    -0.59%
    -0.87%
    Very High Risk
    ₹1,006.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.71
    • Fund Size₹13,995.29Cr
    Fund Return3.22%
    Category Return0.69%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.74
    • Fund Size₹1,006.49Cr
    Fund Return-0.59%
    Category Return-0.87%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 40,410.66 Cr
    • Highest Return In 1 Yr43.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.71
    3.22%
    0.69%
    Very High Risk
    ₹13,995.29Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 21.74
    -0.59%
    -0.87%
    Very High Risk
    ₹1,006.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.71
    • Fund Size₹13,995.29Cr
    Fund Return3.22%
    Category Return0.69%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.74
    • Fund Size₹1,006.49Cr
    Fund Return-0.59%
    Category Return-0.87%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 40,410.66 Cr
    • Highest Return In 1 Yr43.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.71
    3.22%
    0.69%
    Very High Risk
    ₹13,995.29Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 21.74
    -0.59%
    -0.87%
    Very High Risk
    ₹1,006.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.71
    • Fund Size₹13,995.29Cr
    Fund Return3.22%
    Category Return0.69%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.74
    • Fund Size₹1,006.49Cr
    Fund Return-0.59%
    Category Return-0.87%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 40,410.66 Cr
    • Highest Return In 1 Yr43.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.71
    3.22%
    0.69%
    Very High Risk
    ₹13,995.29Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 21.74
    -0.59%
    -0.87%
    Very High Risk
    ₹1,006.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.71
    • Fund Size₹13,995.29Cr
    Fund Return3.22%
    Category Return0.69%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.74
    • Fund Size₹1,006.49Cr
    Fund Return-0.59%
    Category Return-0.87%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed8
    • Total AUM₹ 40,410.66 Cr
    • Highest Return In 1 Yr43.06 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Motilal Oswal Large and Midcap Fund Direct Growth
    ₹ 37.71
    3.22%
    0.69%
    Very High Risk
    ₹13,995.29Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 21.74
    -0.59%
    -0.87%
    Very High Risk
    ₹1,006.49Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.71
    • Fund Size₹13,995.29Cr
    Fund Return3.22%
    Category Return0.69%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.74
    • Fund Size₹1,006.49Cr
    Fund Return-0.59%
    Category Return-0.87%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Nikunj Gala
    Nikunj Gala
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed1
    • Total AUM₹ 1,293.62 Cr
    • Highest Return In 1 Yr-7.99 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Shalav Saket
    Shalav Saket
    i
    Lead Fund Manager.
    Dec 31, 2025 - Present
    • Schemes managed13
    • Total AUM₹ 39,514.73 Cr
    • Highest Return In 1 Yr32.78 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 96.55
    -0.42%
    0.60%
    Very High Risk
    ₹1,293.62Cr
    Sundaram Multi Cap Fund-Direct Plan - Option
    ₹ 407.10
    0.33%
    1.90%
    Very High Risk
    ₹2,525.11Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,551.66
    1.98%
    2.93%
    Very High Risk
    ₹11,898.19Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 96.55
    • Fund Size₹1,293.62Cr
    Fund Return-0.42%
    Category Return0.60%
    Sundaram Multi Cap Fund-Direct Plan - Option
    Very High Risk
    • NAV₹ 407.10
    • Fund Size₹2,525.11Cr
    Fund Return0.33%
    Category Return1.90%
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,551.66
    • Fund Size₹11,898.19Cr
    Fund Return1.98%
    Category Return2.93%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rohit Seksaria
    Rohit Seksaria
    i
    Lead Fund Manager.
    Feb 27, 2026 - Present
    • Schemes managed11
    • Total AUM₹ 15,833.39 Cr
    • Highest Return In 1 Yr32.78 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 116.91
    -2.50%
    -3.48%
    Very High Risk
    ₹1,438.57Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 218.27
    -2.52%
    -0.06%
    Very High Risk
    ₹1,212.50Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 82.05
    -0.25%
    0.12%
    Moderate Risk
    ₹1,070.66Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 116.91
    • Fund Size₹1,438.57Cr
    Fund Return-2.50%
    Category Return-3.48%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 218.27
    • Fund Size₹1,212.50Cr
    Fund Return-2.52%
    Category Return-0.06%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 82.05
    • Fund Size₹1,070.66Cr
    Fund Return-0.25%
    Category Return0.12%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Apr, 2026
    EQUITY (98.44%)
    DEBT (-%)
    CASH (1.56%)
    Allocation by Market Cap
    Large Cap(76.17%)
    Mid Cap(7.25%)
    Small Cap(15.02%)
    Industry Holdings
    • Auto Manufacturers18.28%
    • Telecom Services8.89%
    • Tobacco8.36%
    • Luxury Goods8.13%
    • Packaged Foods7.86%
    • Internet Retail7.49%
    Stock Holdings
    • Bharti Airtel Ltd8.75%
    • Mahindra & Mahindra Ltd8.25%
    • ITC Ltd8.23%
    • Eternal Ltd7.38%
    • Titan Co Ltd6.53%
    • Apollo Hospitals Enterprise Ltd4.59%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -2.16
      This Fund
      VS
      -0.76
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      70.08
      This Fund
      VS
      82.95
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.85
      This Fund
      VS
      0.97
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.34
      This Fund
      VS
      0.48
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.46
      This Fund
      VS
      0.68
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      15.70
      This Fund
      VS
      16.50
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 66,889.29 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 66,889.29 Cr (
    As on Mar 31, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQs

    What is the category of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl ?
    The category of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl is Equity - Equity - Consumption
    What is the current NAV of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl ?
    The current NAV of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl as on May 12, 2026 is ₹25.67
    How safe is Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl ?
    The risk level of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl is Very High.
    What are short term returns given by Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl ?
    The return given by Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl in 1 month is -7.51%, 3 months is -14.15%, 6 months is -19.22%, and 1 year is -14.99%
    What are the long term returns given by Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl ?
    The return given by Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl in 3 years is 9.01% and 5 years is 11.46%.
    What is the expense ratio of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl ?
    The expense ratio of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl is 1.37%
    What is the AUM of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl ?
    The assets under Management (AUM) of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl is Rs 1,293.62 crores.
    What is the minimum investment in Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl ?
    The minimum Lumpsum investment in Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl is ₹100.00 and the minimum SIP investment in Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl is ₹1,000.00
    What is the asset allocation of Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl?
    Sundaram Consumption Fund Direct Plan Reinvestment of Income Distr cum Capital Wtdrwl has an exposure of 98.44% in Equity and 1.56% in Cash & Money Market Securities

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