{"id":241330,"date":"2026-09-10T14:13:31","date_gmt":"2026-09-10T08:43:31","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T14:13:31","modified_gmt":"2026-09-10T08:43:31","slug":"sundaram-consumption-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/","title":{"rendered":"Sundaram Consumption Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-consumption-fund-g-direct-plan\">Sundaram Consumption Fund Direct Growth Plan<\/a> had a NAV of \u20b9104.7632 as of 09 Sep 2026 and an AUM of \u20b91,494 Cr. Its 1-year, 3-year and 5-year returns are -5.92%, 9.29% and 11.2%, and the fund sits in the High Risk bucket.<\/p>\n<p>Our view is that this is a consumption-focused equity fund that can suit investors who can tolerate sharp swings and want exposure beyond the broad benchmark. The longer-term return pattern is better than the latest 1-year number, but the recent stretch has been uneven, so patience and a longer horizon matter.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Sundaram_Consumption\" title=\"Should you BUY or HOLD Sundaram Consumption?\">Should you BUY or HOLD Sundaram Consumption?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Sundaram_Consumption_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Sundaram Consumption Fund Direct Growth Plan?\">What is the current NAV of Sundaram Consumption Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#How_has_Sundaram_Consumption_Fund_Direct_Growth_Plan_performed_over_1_year_3_years_and_5_years\" title=\"How has Sundaram Consumption Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?\">How has Sundaram Consumption Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_NIFTY_50\" title=\"How does the fund compare with NIFTY 50?\">How does the fund compare with NIFTY 50?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_named_peer_funds_on_1-year_return\" title=\"How does it compare with the named peer funds on 1-year return?\">How does it compare with the named peer funds on 1-year return?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-consumption-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9104.7632 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,494 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>1.31%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>02 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.50% on or before 30D, Nil after 30D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Anuj Bansal, Rohit Seksaria, Shalav Saket<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Anuj Bansal, Rohit Seksaria and Shalav Saket.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.01%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>9.76%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-5.92%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>9.29%<\/td>\n<td>6%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>11.2%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent path has been choppy, but the fund has recovered well enough over the last three months to move back into positive territory. That matters because the 1-month return is still negative, yet the 3-month figure is comfortably ahead of the benchmark, which tells us the recent bounce has been stronger here than in the index.<\/p>\n<p>Over 1 year, the fund still trails its own longer track because the return is negative, but it is less weak than the benchmark over the same period. That suggests the fund did not escape the broader drawdown, but it held up a little better than NIFTY 50 when conditions were softer.<\/p>\n<p>The clearer picture comes from 3 years and 5 years, where the fund\u2019s returns are above the benchmark on both counts. Our read is that the strategy has been more effective over a full market cycle than in the latest 12 months, which is why the short-term patchiness should not be read in isolation.<\/p>\n<p>The pattern of the return path also points to a fund that can move around meaningfully before it settles into a longer compounding trend. For investors, that means the main question is not whether the fund can outperform every quarter, but whether they can stay invested through uneven phases long enough for the longer track to matter.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Sundaram_Consumption\"><\/span>Should you BUY or HOLD Sundaram Consumption?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Sundaram Consumption? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-consumption-fund-g-direct-plan\">Sundaram Consumption Fund Direct Growth Plan<\/a><\/td>\n<td>-5.92%<\/td>\n<td>9.29%<\/td>\n<td>11.2%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>71.49%<\/td>\n<td>36.55%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>30.08%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>28.85%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-pharma-and-healthcare-fund-g-direct-plan\">HDFC Pharma and Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>28.6%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/pgim-india-healthcare-fund-g-direct-plan\">PGIM India Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>27.47%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The near-term comparison is uncomfortable for the fund because the peer set has posted much stronger 1-year outcomes, while this fund is still negative over the same period. That said, the longer-term numbers paint a different picture: the fund\u2019s 3-year and 5-year returns are positive and are stronger than the benchmark, which is more encouraging than the short-term reading.<\/p>\n<p>Among the available peer figures, the current fund also looks weaker on 1-year return than all five named peers. The key difference is that several peers do not have usable 3-year or 5-year figures here, so the longer-horizon comparison is more limited. Even so, the fund\u2019s own 3-year and 5-year record suggests a more balanced, cycle-aware case than the recent 12-month result implies.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Bharti Airtel Ltd<\/td>\n<td>Telecom<\/td>\n<td>8.76%<\/td>\n<\/tr>\n<tr>\n<td>Eternal Ltd (Previously Zomato Ltd)<\/td>\n<td>Retailing<\/td>\n<td>8.63%<\/td>\n<\/tr>\n<tr>\n<td>Mahindra &amp; Mahindra Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>7.66%<\/td>\n<\/tr>\n<tr>\n<td>TREPS<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>6.51%<\/td>\n<\/tr>\n<tr>\n<td>Apollo Hospitals Enterprise Ltd<\/td>\n<td>Healthcare<\/td>\n<td>5.14%<\/td>\n<\/tr>\n<tr>\n<td>Titan Company Ltd<\/td>\n<td>Diamond &amp; Jewellery<\/td>\n<td>4.78%<\/td>\n<\/tr>\n<tr>\n<td>TVS Motor Company Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.56%<\/td>\n<\/tr>\n<tr>\n<td>Nestle India Ltd<\/td>\n<td>FMCG<\/td>\n<td>4.36%<\/td>\n<\/tr>\n<tr>\n<td>Interglobe Aviation Ltd<\/td>\n<td>Aviation<\/td>\n<td>3.91%<\/td>\n<\/tr>\n<tr>\n<td>S.J.S. Enterprises Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.76%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, Bharti Airtel Ltd, is 8.76%, which is large enough to matter but not so large that the portfolio depends on one name alone. The tenth holding is still 3.76%, so the weight drop from first to tenth is present, but it is not a cliff.<\/p>\n<p>The top ten holdings together account for approximately 58.07% of the portfolio, while the scheme discloses 34 holdings in total. That tells us the fund is meaningfully tilted toward a core list of positions, yet it still leaves room for a longer tail of smaller holdings.<\/p>\n<p>For an investor, that mix may create a portfolio where the biggest consumer and consumption-linked ideas can have greater influence on returns, but no single name dominates the whole structure. The holding list also spans telecom, retailing, automobiles, healthcare, jewellery, aviation and FMCG, which may help the fund express a broad consumption theme through several business lines rather than a single sector bet.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-consumption-fund-g-direct-plan\">Sundaram Consumption Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better suited to investors who are comfortable with High Risk equity exposure and who can hold through uneven one-year results. The longer 3-year and 5-year record is more constructive than the latest 12-month number, so the investment case needs time to play out.<\/p>\n<p>The benchmark comparison also shows that the fund can lag in weaker stretches and then recover more strongly over longer windows. In our view, that makes it more appropriate for a multi-year horizon rather than for investors who want a steady short-term outcome.<\/p>\n<p>The main trade-off is that the fund may offer stronger participation in consumption-led growth over time, but the journey can be volatile and the short-term path may not always look smooth. That is the price of owning a more active, theme-driven equity portfolio.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 0.50% on or before 30D, Nil after 30D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Sundaram_Consumption_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Sundaram Consumption Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b9104.7632 as of 09 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_Sundaram_Consumption_Fund_Direct_Growth_Plan_performed_over_1_year_3_years_and_5_years\"><\/span>How has Sundaram Consumption Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is -5.92%, its 3-year return is 9.29% and its 5-year return is 11.2%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_NIFTY_50\"><\/span>How does the fund compare with NIFTY 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is ahead of NIFTY 50 over 3 years and 5 years, and it is also less weak over 1 year. The 3-month return is notably stronger than the benchmark as well.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_named_peer_funds_on_1-year_return\"><\/span>How does it compare with the named peer funds on 1-year return?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return of -5.92% is below each of the five named peers, all of which show positive 1-year figures. The gap is especially wide versus ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan at 71.49%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund allows SIP investment, but no minimum SIP amount is stated here.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Anuj Bansal, Rohit Seksaria and Shalav Saket. The exit load is 0.50% on or before 30D and nil after 30D.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Sundaram Consumption Fund Direct Growth Plan has a weaker recent 1-year picture than its longer track, but the 3-year and 5-year returns are more constructive and sit above the benchmark. Against the listed peers, the latest 1-year number is softer, yet the longer-term pattern is more consistent with a fund that needs time to show its edge. The portfolio is fairly concentrated in its leading holdings, which can amplify outcomes in either direction. For investors who can tolerate High Risk and stay invested through volatility, it may fit a multi-year allocation to consumption-led equity exposure.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 2:11 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Sundaram Consumption Fund Direct Growth Plan\",\"identifier\":\"sundaram-consumption-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"02 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":104.7632,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1494 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"1.31\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-5.92},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":9.29},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":11.2},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Anuj Bansal, Rohit Seksaria, Shalav Saket\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Sundaram Consumption Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9104.7632 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"How has Sundaram Consumption Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is -5.92%, its 3-year return is 9.29% and its 5-year return is 11.2%.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with NIFTY 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is ahead of NIFTY 50 over 3 years and 5 years, and it is also less weak over 1 year. The 3-month return is notably stronger than the benchmark as well.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the named peer funds on 1-year return?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return of -5.92% is below each of the five named peers, all of which show positive 1-year figures. The gap is especially wide versus ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan at 71.49%.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund allows SIP investment, but no minimum SIP amount is stated here.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Anuj Bansal, Rohit Seksaria and Shalav Saket. The exit load is 0.50% on or before 30D and nil after 30D.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sundaram Consumption Fund Direct Growth Plan had a NAV of \u20b9104.7632 as of 09 Sep 2026 and 1-year, 3-year and 5-year returns of -5.92%, 9.29% and 11.2%.<\/p>\n","protected":false},"author":38,"featured_media":241327,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-241330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241327"],"rank_math_title":["Sundaram Consumption Fund Review 2026 | NAV &amp; Returns"],"rank_math_description":["Sundaram Consumption Fund Direct Growth Plan NAV is \u20b9104.7632 as of 09 Sep 2026. 1Y return: -5.92%; 5Y return: 11.2%."],"rank_math_focus_keyword":["Sundaram Consumption Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Sundaram_Consumption_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=241330"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241330\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/241327"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=241330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=241330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=241330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}