Fundalysisby DARKHORSESTOCKS

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).

Overview(8 Oct 2026)

Fund managers3

  1. Rohit SeksariaFund manager · Dec 2021 · 24y · B.Com
  2. Shalav SaketFund manager · Dec 2021 · 11y · CFA MBA
  3. Anuj BansalFund manager · Dec 2021 · 13y · PGDM M.Tech

    Key facts

    Benchmark
    Nifty India Consumption TRI
    Risk
    Very High
    Expense
    Regular 2.56% · Direct 1.71%
    Exit load
    0.5% within 30 days
    Started
    NA
    Minimum
    For both Regular and Direct Plan Rs. 100/–

    Source.Its Scheme Summary Document as of 8 Oct 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Sept 2026.

    Source.Its filings at NSE, since Sept 2026.

    Fund managers over time(Dec 2021 – now)

    1. Rohit Seksaria
    2. Shalav Saket
    3. Anuj Bansal
    MainCoSlice20222023202420252026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Oct 2026 – Oct 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    8 Oct 20262.56%1.71%–
    Direct plan, 8 Oct 2026
    1.71%
    Regular plan 2.56% · Exit load 0.5% within 30 days
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(8 Oct 2026)

    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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

    Risk, type and benchmark

    Riskometer
    Very High
    At launch
    Very High
    Type
    An open ended equity scheme investing in consumption theme
    Benchmark
    Nifty India Consumption TRI

    Asset allocation it may hold% of NAV

    1. Equity and equity related securities of companies engaged in consumption sector
      Allowed80–100%
    2. Other Equities
      Allowed0–20%
    3. Fixed Income, Money Market instruments and Cash & Cash Equivalents
      Allowed0–20%Holds3.4%
    4. Investment in REITs & InvITs
      Allowed0–10%Holds0.0%
    5. Overseas Securities (Including ETFs)/Foreign Securities, ADRs and GDRs
      Allowed0–20%Holds0.0%

    Holds in Sept 2026.96.6% equity · 3.4% debt and cash

    How to invest(8 Oct 2026)

    Buying

    To start
    For both Regular and Direct Plan Rs. 100/–, then re.1/-
    To add
    For additional purchase Rs. 100/-, then re.1/-
    Systematic
    SIP: Daily, Weekly, Monthly and Quarterly; STP: Daily, Weekly, Monthly and Quarterly, SWP: Monthly; Quarterly, Half-Yearly and Annually
    Dates
    Any Day (1st to 31st), Weekly (All Working days)
    Minimum
    SIP: Daily, Monthly: Rs.100, Quarterly: Rs. 750, Weekly: Rs. 1000; STP: Daily, Weekly: Rs.1000, Monthly: Rs.250, Quarterly: Rs.750; SWP: Monthly and Quarterly: Rs.1000, then in multiples of ₹1
    Instalments
    SIP: Daily - Minimum 92 installments, Weekly; Monthly; Quarterly - Minimum Six installments, STP & SWP: Minimum Six installments

    Selling and switching

    To redeem
    ₹100 or 1 unit units
    Switch minimum
    The minimum amount for redemption/switch out will be: Regular & Direct Plan: Rs.100 or 1 unit or account balance, whichever is lower.

    Scheme details(8 Oct 2026)

    What it is

    Category
    Thematic Fund
    Plans
    Plan: Regular · Direct · Options: Growth · IDCW - Payout · IDCW Reinvestment
    Face value
    Rs. 10 per unit
    Listed
    Unlisted

    How it is run

    Swing pricing
    No
    Side-pocketing
    Yes
    Custodian
    HDFC Bank Limited, Mumbai
    Auditor
    R.G.N.PRICE & CO
    Registrar
    KFin Technologies Limited
    SEBI code
    SUND/O/E/THE/05/06/0018