Sundaram Consumption Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Scheme 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."

Scheme Details

Fund manager(s) – Ratish Varier
Launch date – 02-Jan-2013
Expense ratio – 1.32% as declared on 30-Sep-2025 (category average is 0.89%)
Benchmark - Nifty India Consumption TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Consumption Fund - Direct Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

1589.62

0.00

0.00%

Sep - 2025	1589.62	0.00%
Aug - 2025	1599.12	0.00%
Jul - 2025	1576.40	0.00%
Jun - 2025	1595.84	0.00%
May - 2025	1548.26	0.00%
Apr - 2025	1532.37	0.00%
Mar - 2025	1445.25	0.00%
Feb - 2025	1398.19	0.00%
Jan - 2025	1518.44	0.00%

2024

1584.13

0.00

0.00%

Dec - 2024	1584.13	0.00	0.00%
Nov - 2024	1585.66	0.00	0.00%
Oct - 2024	1564.46	0.00	0.00%
Sep - 2024	1723.71	0.00	0.00%
Aug - 2024	1629.47	0.00	0.00%
Jul - 2024	1582.42	0.00	0.00%
Jun - 2024	1494.81	0.00	0.00%
May - 2024	1393.03	332799.42	0.42%
Apr - 2024	1397.95	309508.01	0.45%
Mar - 2024	1365.69	294067.45	0.46%
Feb - 2024	1365.00	284307.77	0.48%
Jan - 2024	1363.73	267953.19	0.51%

2023

1393.90

255901.49

0.54%

Dec - 2023	1393.90	255901.49	0.54%
Nov - 2023	1348.52	234412.57	0.58%
Oct - 2023	1281.52	216198.17	0.59%
Sep - 2023	1283.32	217772.16	0.59%
Aug - 2023	1277.11	209306.98	0.61%
Jul - 2023	1241.52	204388.31	0.61%
Jun - 2023	1223.17	193871.64	0.63%
May - 2023	1174.44	185597.81	0.63%
Apr - 2023	1123.60	178010.71	0.63%
Mar - 2023	1086.18	171836.03	0.63%
Feb - 2023	1106.68	166982.27	0.66%
Jan - 2023	1135.46	166554.89	0.68%

2022

1178.59

167608.09

0.70%

Dec - 2022	1178.59	167608.09	0.70%
Nov - 2022	1228.12	172528.96	0.71%
Oct - 2022	1250.68	166705.18	0.75%
Sep - 2022	1244.41	157738.78	0.79%
Aug - 2022	1246.88	156463.28	0.80%
Jul - 2022	1206.08	152963.27	0.79%
Jun - 2022	1075.49	140454.87	0.77%
May - 2022	1118.96	145456.40	0.77%
Apr - 2022	1156.86	148233.23	0.78%
Mar - 2022	1144.26	147952.10	0.77%
Feb - 2022	1149.19	141318.35	0.81%
Jan - 2022	1196.75	144634.29	0.83%

2021

1219.70

145331.60

0.84%

Dec - 2021	1219.70	145331.60	0.84%
Nov - 2021	1225.26	138109.60	0.89%
Oct - 2021	1288.56	138049.48	0.93%
Sep - 2021	1301.12	135487.80	0.96%
Aug - 2021	1311.77	130063.32	1.01%
Jul - 2021	1303.91	122998.72	1.06%
Jun - 2021	1316.10	113966.58	1.15%
May - 2021	1307.14	108995.82	1.20%
Apr - 2021	1269.40	101180.94	1.25%
Mar - 2021	1336.00	97890.77	1.36%
Feb - 2021	1361.84	95056.43	1.43%
Jan - 2021	1374.93	88774.68	1.55%

2020

1496.80

87074.79

1.72%

Dec - 2020	1496.80	87074.79	1.72%
Nov - 2020	1507.59	78410.56	1.92%
Oct - 2020	1428.01	71179.12	2.01%
Sep - 2020	1476.87	68093.54	2.17%
Aug - 2020	1535.47	68601.85	2.24%
Jul - 2020	1502.48	65177.73	2.31%
Jun - 2020	1484.82	62364.34	2.38%
May - 2020	1413.77	58108.50	2.43%
Apr - 2020	1440.11	58981.31	2.44%
Mar - 2020	1302.54	51838.98	2.51%
Feb - 2020	1815.65	66675.46	2.72%
Jan - 2020	1957.22	68411.85	2.86%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Sundaram Asset Management Company Ltd

Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Tel no.: 044-28569900
Fax no.: 044-2858 3156
Website.: https://www.sundarammutual.com

Forum

NITINPIMPALE
MF Investment Help
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13 days ago

purchase unit will adjust difference in NAV 10.263 View more

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  purchase unit will adjust difference in NAV 10.263
  
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krishna_ksvs
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25 days ago

View more

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The Fixed Income
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5 days ago

Invest in Stability with Long-Term Growth! 9.41% INDIA INFRASTRUCTURE FINANCE COMPANY LIMITED 2037 ✔️ Coupon: 9.41% ✔️ Rating: CARE AAA Stable ✔️ Tenor: 11y 9m (Maturity: 27/Jul/2037) Secured Bond | PSU Bond | High Return Bond | Listed Enjoy a secure, government-backed investment with steady returns over the long term. ???? Explore on The Fixed Income :https://www.thefixedincome.com/product/dUJHdFp3PT0=/941-india-infrastructure-finance-company-limited-2037?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Invest in Stability with Long-Term Growth! 9.41% INDIA INFRASTRUCTURE FINANCE COMPANY LIMITED 2037 ✔️ Coupon: 9.41% ✔️ Rating: CARE AAA Stable ✔️ Tenor: 11y 9m (Maturity: 27/Jul/2037) Secured Bond | PSU Bond | High Return Bond | Listed Enjoy a secure, government-backed investment with steady returns over the long term. ???? Explore on The Fixed Income :https://www.thefixedincome.com/product/dUJHdFp3PT0=/941-india-infrastructure-finance-company-limited-2037?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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shravanashok
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75 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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  need your suggestion for sbi psu fund direct growth stay or switch
  
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ravisistla
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88 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

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  Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know.
  
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sunny85deol
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125 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
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