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 | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Primary | ₹88.5783 | +0.51% | -8.75% | +11.76% | +12.76% |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
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.
Frequently Asked Questions
How many stocks does Sundaram Consumption Fund hold?
Sundaram Consumption Fund holds 36 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 39.15% of NAV.
What is the largest holding in Sundaram Consumption Fund?
The largest position in Sundaram Consumption Fund is Bharti Airtel Ltd, accounting for 8.75% of NAV in the Telecom - Services sector.
Is Sundaram Consumption Fund a concentrated or diversified fund?
With a Gini coefficient of 0.442, Sundaram Consumption Fund is well-diversified. The HHI concentration index is 46,667 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 39.15% of the portfolio.
What is the market cap allocation of Sundaram Consumption Fund?
Based on SEBI's AMFI classification, Sundaram Consumption Fund's equity portfolio is split as: Large Cap: 76.17%, Mid Cap: 7.25%, Small Cap: 15.02%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Sundaram Consumption Fund invest in most?
Sundaram Consumption Fund has the highest allocation to Automobiles (17.09%), Consumer Durables (14.01%), Retailing (13.08%). The fund is invested across 18 sectors in total.
How actively managed is Sundaram Consumption Fund compared to other Sectoral / Thematic funds?
Sundaram Consumption Fund has an Active Share of 82.47%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.
What changed in Sundaram Consumption Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Sundaram Consumption Fund added 10 new stocks (including Bajaj Auto Ltd) and exited 1 stock (including Info Edge (India) Ltd). Total holding count increased from 29 to 38 stocks.