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Benchmark Investments

Sundaram Consumption Fund(G)

very highequityconsumption
83.30 -1.42(-1.68%) NAV as on 13 Mar 2026
-10.44 % 1 M
-2.99 % 1 Y
12.21 % 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

2.18

As on 28 Feb, 2026
Age :

19 yrs 10 m

Since 12 05 ,2006
Exit Load :

0.5%

AUM :

1,457.55 Crs

Portfolio Price To Book Value :

11.53

Investing Style :

Large Growth

Min. Investment :

SIP 100 & Lumpsum 100

Category :

sector funds

Fund Manager :

Anuj Bansal,Rohit Seksaria,Shalav Saket

Launch Date :

12-May-06

Scheme Benchmark :

NA

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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Feb 28 ,2026
Others 1.51 %
Equity 98.49 %

TOP HOLDINGS

Bharti Airtel Ltd.9.48 %
Mahindra & Mahindra Ltd.9.37 %
Hindustan Unilever Ltd.7.17 %
ITC Ltd.6.85 %
Titan Company Ltd.6.31 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Automobiles - Passenger Cars13.72
Household & Personal Products11.84
Consumer Food9.85
Telecommunication - Service Provider9.48
Diamond & Jewellery8.98
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 13-Mar-2026)55.8259.1481.3288.8583.30
Net Assets(Rs Crores) (as on 13-Mar-2026) 1144.26 1086.18 1365.69 1445.25 1457.55
Scheme Returns(%)(Absolute)12.275.0436.578.83-5.61
B'mark Returns(%)(Absolute)NANANANANA
Category Rank39/5733/7645/9037/10293/118

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-202610.77-0.630.18NA
2024-202511.7216.57-7.43-9.37
2023-202415.777.4510.96-0.39
2022-2023-3.8919.26-2.04-5.63
2021-20228.348.50-1.37-2.61

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram Consumption Fund(G)Very HighEquity83.30-1.42(-1.68%)NAV As on 13 Mar, 202612-May-2006Inception Date1,457.55AUM In Cr.-2.99%1Y12.21%3Y10.59%5Y11.27%Since Inception
Tata India Consumer Fund-Reg(G)Very HighEquity39.37-0.76(-1.89%)NAV As on 13 Mar, 202628-Dec-2015Inception Date2,490.73AUM In Cr.1.32%1Y14.93%3Y12.64%5Y14.36%Since Inception
ICICI Pru Bharat Consumption Fund-Reg(G)Very HighEquity22.19-0.37(-1.64%)NAV As on 13 Mar, 202612-Apr-2019Inception Date3,092.63AUM In Cr.NA%1Y12.94%3Y12.86%5Y12.20%Since Inception
Mirae Asset Great Consumer Fund-Reg(G)Very HighEquity81.02-1.63(-1.98%)NAV As on 13 Mar, 202629-Mar-2011Inception Date4,472.86AUM In Cr.0.91%1Y12.91%3Y12.70%5Y15.00%Since Inception
Canara Rob Consumer Trends Fund-Reg(G)Very HighEquity96.43-1.77(-1.80%)NAV As on 13 Mar, 202614-Sep-2009Inception Date1,950.03AUM In Cr.0.88%1Y12.89%3Y11.13%5Y14.72%Since Inception
Baroda BNP Paribas India Consumption Fund-Reg(G)Very HighEquity27.84-0.43(-1.52%)NAV As on 13 Mar, 202607-Sep-2018Inception Date1,455.46AUM In Cr.-1.49%1Y12.88%3Y10.90%5Y14.59%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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