Sundaram Consumption Fund(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
Sundaram Consumption Fund(G)	market linked	-3.30 %	11.98 %	11.17 %
BenchMark : Nifty India Consumption - TRI	BenchMark Return	3.33	14.96	13.40
Value of Rs. 1,00,000 Invested	current value	96700	140417	169800

scheme 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.
Category	Mutual Fund > Equity > Sectoral / Thematic
Fund Type	Open Ended
Fund Manager	Anuj Bansal
Minimum Amount for Lumpsum Investment (Rs.)	100
Minimum Amount for SIP Investment (Rs.)
Nav Date	07/04/2026
Nav	83.97
AUM (Cr.)	1457.55
AUM Date	28/02/2026
Expense Ratio Currently	2
Expense Ratio Date Currently	28/02/2026
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	0.50% on or before 30D, Nil after 30D
Tax Treatment of Income	20% short term capital gains tax, 12.5% long term capital gains tax on incremental gains above 1.25 Lakhs in a given financial year.
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.