Scheme

Sundaram Consumption Fund

Holds 34 companies worth ₹1,360 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹1,408 CrSundaram Consumption Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 7.2% on Aug 2026, ₹1,516 Cr.
Largest holding
Eternal LimitedEternal Limited is 9.1% of this scheme's NAV.
Fund manager
Rohit SeksariaRuns it since 31 Dec 2021, as the fund house dates it. With Shalav Saket (fund manager), Anuj Bansal (fund manager).

Holdings^{(Aug 2016 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	34 companies ·	₹ Cr
	Eternal Limited	128
	Bharti Airtel Limited	117
	ITC	113
	Mahindra and Mahindra Limited	99.4
	TVS Motor Co Ltd	64.9
	Varun Beverages Limited	57.7
	Interglobe Aviation Limited	56.4
	Bajaj Auto	55.2
	Apollo Hospitals Enterprise Limited	53.8
	Titan Co Ltd	52.3
	S J S Enterprises Limited	41.8
	Avenue Supermarts Limited	37
	United Spirits	34.3
	One 97 Communications Limited	33.9
	ICICI Bank	31.8
	Fortis Healthcare Limited	31.3
	Sapphire Foods India Limited	29.8
	Berger Paints	29.7
	Jubilant Foodworks Limited	29.6
	Nestle India	28.2
	Asian Paints	23.1
	Affle 3i Limited	23
	Tata Motors Limited	22.8
	Bikaji Foods International Limited	22.5
	Page Industries	22.2
	Safari Industries India Limited	19.1
	PB Fintech Limited	17.4
	LG Electronics Inc	15.8
	Magma Fincorp Limited	14.5
	Dhoot Transmission Ltd	13.6
	360 One Wam Limited	13.4
	Hyundai Motor India Limited	13.3
	Manipal Health Enterprises Ltd	7
	K P R Mill Limited	6.8

Eternal Limited
Bharti Airtel Limited

Market value of each ticked company in Sundaram Consumption Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Eternal Limited	Bharti Airtel Limited
Sept 2025	₹94.2 Cr	₹152 Cr
Oct 2025	₹91.9 Cr	₹167 Cr
Nov 2025	₹86.8 Cr	₹170 Cr
Dec 2025	₹80.4 Cr	₹171 Cr
Jan 2026	₹79.2 Cr	₹145 Cr
Feb 2026	₹71.3 Cr	₹138 Cr
Mar 2026	₹74.2 Cr	₹131 Cr
Apr 2026	₹105 Cr	₹125 Cr
May 2026	₹107 Cr	₹121 Cr
Jun 2026	₹113 Cr	₹123 Cr
Jul 2026	₹129 Cr	₹131 Cr
Aug 2026	₹140 Cr	₹120 Cr
Sept 2026	₹128 Cr	₹117 Cr

Fig. 1.Market value of each ticked company in Sundaram Consumption Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	16	67.79

Mid Cap	9	15.09

Small Cap	7	12.25

Unlisted	2	1.46

Cash & others		3.40

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Eternal Limited	Equity	Retailing	40.1L	128	9.11
Bharti Airtel Limited	Equity	Telecom - Services	6.64L	117	8.29
ITC	Equity	Diversified FMCG	43.2L	113	8.06
Mahindra and Mahindra Limited	Equity	Automobiles	3.37L	99.4	7.06
TVS Motor Co Ltd	Equity	Automobiles	1.58L	64.9	4.61
Varun Beverages Limited	Equity	Beverages	13.4L	57.7	4.10
Interglobe Aviation Limited	Equity	Transport Services	1.13L	56.4	4.00
Bajaj Auto	Equity	Automobiles	50.8K	55.2	3.92
Apollo Hospitals Enterprise Limited	Equity	Healthcare Services	65.9K	53.8	3.83
Titan Co Ltd	Equity	Consumer Durables	1.14L	52.3	3.71
S J S Enterprises Limited	Equity	Auto Components	1.85L	41.8	2.97
Avenue Supermarts Limited	Equity	Retailing	97.3K	37	2.63
United Spirits	Equity	Beverages	2.53L	34.3	2.43
One 97 Communications Limited	Equity	Financial Technology (Fintech)	2.02L	33.9	2.41
ICICI Bank	Equity	Banks	2.41L	31.8	2.26
Fortis Healthcare Limited	Equity	Healthcare Services	4.06L	31.3	2.22
Sapphire Foods India Limited	Equity	Leisure Services	14L	29.8	2.11
Berger Paints	Equity	Consumer Durables	6.51L	29.7	2.11
Jubilant Foodworks Limited	Equity	Leisure Services	6.47L	29.6	2.10
Nestle India	Equity	Food Products	2.15L	28.2	2.00
Asian Paints	Equity	Consumer Durables	96.2K	23.1	1.64
Affle 3i Limited	Equity	IT - Services	1.52L	23	1.63
Tata Motors Limited	Equity	Agricultural, Commercial & Construction Vehicles	5.41L	22.8	1.62
Bikaji Foods International Limited	Equity	Food Products	4.31L	22.5	1.60
Page Industries	Equity	Textiles & Apparels	6.09K	22.2	1.57
Safari Industries India Limited	Equity	Consumer Durables	1.34L	19.1	1.36
PB Fintech Limited	Equity	Financial Technology (Fintech)	1.64L	17.4	1.24
LG Electronics Inc	Equity	Consumer Durables	91.7K	15.8	1.12
Magma Fincorp Limited	Equity	Finance	3.27L	14.5	1.03
Dhoot Transmission Ltd	Equity	Auto Components	91.5K	13.6	0.97
360 One Wam Limited	Equity	Capital Markets	1.3L	13.4	0.95
Hyundai Motor India Limited	Equity	Automobiles	65.4K	13.3	0.94
Hyundai Motor India Ltd OCT 2026	F&O		47K	9.5	0.68
Manipal Health Enterprises Ltd	Equity	Healthcare Services	98.7K	7	0.50
K P R Mill Limited	Equity	Textiles & Apparels	61.4K	6.8	0.48
Jubilant Foodworks Ltd OCT 2026	F&O		83.8K	3.8	0.27

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.