Can I invest in SIP and Lumpsum in Sundaram Consumption Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Consumption Fund - Direct (G). Minimum lumpsum investment Sundaram Consumption Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Consumption Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Sundaram Consumption Fund - Direct (G) is Sundaram Consumption Fund - Direct (G) is ₹107.69 as on 2025-01-01.

Which are the biggest stock holdings of Sundaram Consumption Fund - Direct (G)?

The 5 biggest stock holdings of Sundaram Consumption Fund - Direct (G) are: Bharti Airtel (9.64%), ITC (8.99%), M & M (6.56%), Titan Company (6.21%), Hind. Unilever (5.51%)

What are the top sectors Sundaram Consumption Fund - Direct (G) invests in?

A majority of Sundaram Consumption Fund - Direct (G) 's AUM worth ₹1,585.66 (Cr) is invested in these 3 top sectors: Consumer Durables : 17.57% Diversified FMCG : 15.01% Automobiles : 13.52%

Mutual Funds
Sundaram Consumption Fund - Direct (G)

Sundaram Consumption Fund - Direct (G)

Sectoral / Thematic

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NAV
107.69(0.69%)
Fund Size (CR)
₹1,585.66
Expense Ratio
1.34
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.5%
Return Since Launch
16.30%

Absolute Return: -6.81%

Annualized Return: 0%

Basic Details

Scheme Manager

Ratish Varier

Bench Mark

Nifty India Consumption TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10112.09	1.12%	-	0.16%	91/816
1 Month	29 November 2024	10013.92	0.14%	-	-0.71%	206/784
3 Month	30 September 2024	9263.94	-7.36%	-	-5.70%	406/757
6 Month	28 June 2024	10823.06	8.23%	-	2.59%	137/713
1 Year	29 December 2023	12097.78	20.98%	20.98%	22.69%	323/628
3 Year	30 December 2021	17798.93	77.99%	21.19%	18.51%	165/480
5 Year	30 December 2019	24124.98	141.25%	19.26%	22.12%	268/388
Since Inception	2 January 2013	61199.49	511.99%	16.30%	17.01%	424/814

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	143101.45	10.08%	10.08%
3 Year	3 January 2022	3,70,000	528492.38	42.84%	12.62%
5 Year	1 January 2020	6,10,000	1076630.50	76.50%	12.03%
10 Year	1 January 2015	12,10,000	2932912.11	142.39%	9.26%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 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 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.00%

Standard Deviation

0.88%

Beta

0.96%

Sharpe Ratio

0.12%

Treynor's Ratio

2.94%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Bharti Airtel	9.64%	939519	152.87	Equity	Telecomm-Service
ITC	8.99%	2991251	142.61	Equity	Tobacco Products
M & M	6.56%	350492	103.96	Equity	Automobile
Titan Company	6.21%	303263	98.53	Equity	Diamond, Gems and Jewellery
Hind. Unilever	5.51%	350212	87.42	Equity	FMCG
Zomato Ltd	5.29%	3000962	83.95	Equity	E-Commerce/App based Aggregator
Maruti Suzuki	4.70%	67306	74.54	Equity	Automobile
United Spirits	4.37%	453496	69.34	Equity	Alcoholic Beverages
Safari Inds.	4.00%	245560	63.48	Equity	Plastic products
Kalyan Jewellers	3.82%	837090	60.64	Equity	Diamond, Gems and Jewellery

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Sundaram Consumption Fund - Direct (G)	1585.66	0.14%	-7.36%	8.23%	20.98%	21.19%
HDFC Pharma and Healthcare Fund - Direct (G)	1459.59	3.11%	5.44%	30.11%	51.66%	-
HDFC Pharma and Healthcare Fund - Direct (IDCW)	1459.59	3.11%	5.44%	30.11%	51.66%	-
ICICI Pru P.H.D Fund - Direct (IDCW)	5044.63	3.64%	2.42%	24.35%	48.44%	25.33%
ICICI Pru P.H.D Fund - Direct (G)	5044.63	3.66%	2.42%	24.34%	48.42%	25.35%
LIC MF Infrastructure Fund - Direct (G)	852.07	-0.42%	-2.13%	2.95%	48.19%	33.49%

News

Sundaram MF announces change in Fund Manager of the following scheme
Sundaram Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 17 December 2024
Change in Fund Managers of the Scheme:

Scheme Name Existing Fund Manager New Fund Manager

Sundaram Consumption Fund Ratish B. Varier
Nikunj Gala Ratish B. Varier

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Scheme Name	Existing Fund Manager	New Fund Manager
Sundaram Consumption Fund	Ratish B. Varier Nikunj Gala	Ratish B. Varier

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)
Sundaram Mutual Fund has announced 19 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Diversified Equity Fund - Regular Plan - Quarterly IDCW Option: 0.127
Sundaram Diversified Equity Fund - Direct Plan - Quarterly IDCW Option: 0.153
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹1585.66

Sundaram Consumption Fund - Direct (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 1 January 2013, this fund is managed by Ratish Varier. With assets under management (AUM) worth ₹1,585.66 (Cr), as of 1 January 2025, Sundaram Consumption Fund - Direct (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 16.30% since its launch.
The current NAV of Sundaram Consumption Fund - Direct (G) is ₹107.69, as on 1 January 2025. The fund's benchmark index is Nifty India Consumption TRI. You can invest in Sundaram Consumption Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment The fund has generated 21.19% and 19.26% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.13% in Equity, 5.46% in Debt and -0.60% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 17.57% in Consumer Durables, 15.01% in Diversified FMCG, 13.52% in Automobiles, 11.97% in Retailing, 9.68% in Telecom-Services

FAQs

How to Invest in Sundaram Consumption Fund - Direct (G) Direct Growth?

Sundaram Consumption Fund - Direct (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 16.30% since inception. Looking to invest in Sundaram Consumption Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Consumption Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Consumption Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Consumption Fund - Direct (G) today and reap the benefits of this Sectoral / Thematic fund!

How much returns has Sundaram Consumption Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Consumption Fund - Direct (G) has generated annualised return of 20.98%. In the long-term, the fund has generated 21.19% and 19.26% in 3 and 5 years respectively. Since its inception, the fund has generated 16.30% returns.

What is the expense ratio of Sundaram Consumption Fund - Direct (G) Direct Growth?

The expense ratio of Sundaram Consumption Fund - Direct (G) Direct Growth is 1.34%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Consumption Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Consumption Fund - Direct (G) is ₹1,585.66 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Consumption Fund - Direct (G) Direct Growth?

Redeeming or selling units of Sundaram Consumption Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Consumption Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Consumption Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).