Sundaram Consumption Fund
The fund is heavily tilted toward discretionary consumption, with automobiles and retail dominating nearly 44% of the portfolio—positioning it for sustained domestic demand recovery and premiumization trends. The manager significantly rotated away from financial services (cutting TREPS and Bajaj Holdings) into consumption growth plays like Zomato and food companies, signaling conviction in direct-to-consumer and QSR tailwinds. Though concentrated with 59% in the top 10, the 10 new entries suggest active stock-picking to capture emerging consumption pockets rather than passive conviction in mega-caps.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Primary | ₹87.4018 | +0.70% | -6.04% | -12.90% | -8.46% | +11.32% | +12.46% |
Portfolio Metrics(latest month)
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| Bajaj Auto Ltd | 1.99% |
| Sapphire Foods India Ltd | 1.23% |
| Bikaji Foods International Ltd | 1.01% |
| Gillette India Ltd | 0.99% |
| Affle (India) Ltd | 0.95% |
| 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 0.94% |
| TATA Motors Ltd | 0.91% |
| LG Electronics India Ltd | 0.50% |
| One 97 Communications Ltd | 0.49% |
| Fortis Health Care Ltd | 0.02% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd INE397D01024 | 8.75% |
| 2 | Mahindra & Mahindra Ltd INE101A01026 | 8.25% |
| 3 | ITC Ltd INE154A01025 | 8.23% |
| 4 | Zomato Ltd INE758T01015 | 7.38% |
| 5 | Titan Company Ltd INE280A01028 | 6.53% |
| 6 | Apollo Hospitals Enterprise Ltd INE437A01024 | 4.59% |
| 7 | Nestle India Ltd INE239A01024 | 4.41% |
| 8 | Maruti Suzuki India Ltd INE585B01010 | 3.97% |
| 9 | Trent Ltd INE849A01020 | 3.60% |
| 10 | Hindustan UniLever Ltd INE030A01027 | 3.44% |
| 11 | S.J.S. Enterprises Ltd INE284S01014 | 2.98% |
| 12 | TVS Motor Company Ltd INE494B01023 | 2.87% |
| 13 | Interglobe Aviation Ltd INE646L01027 | 2.69% |
| 14 | Whirlpool of India Ltd INE716A01013 | 2.53% |
| 15 | Jubilant Foodworks Ltd INE797F01020 | 2.45% |
| 16 | Varun Beverages Ltd INE200M01039 | 2.34% |
| 17 | Britannia Industries Ltd INE216A01030 | 2.31% |
| 18 | Bajaj Auto Ltd INE917I01010 | 1.99% |
| 19 | Brigade Enterprises Ltd INE791I01019 | 1.94% |
| 20 | United Spirits Ltd INE854D01024 | 1.88% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.