Sundaram Consumption IDCW-R
as of 05 Jun 2026, 01:02 AM
Invested Amount
Est. Return
Total Value
rated by Value Research
Your principal will be at Very High Risk
Absolute Returns
CAGR
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Communication Services | E | 8.75% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 8.25% |
| ITC Ltd | Consumer Defensive | E | 8.23% |
| Eternal Ltd | Consumer Cyclical | E | 7.38% |
| Titan Co Ltd | Consumer Cyclical | E | 6.53% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 4.59% |
| Nestle India Ltd | Consumer Defensive | E | 4.41% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 3.97% |
| Trent Ltd | Consumer Cyclical | E | 3.60% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 3.44% |
| SJS Enterprises Ltd | Consumer Cyclical | E | 2.98% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 2.87% |
| InterGlobe Aviation Ltd | Industrials | E | 2.69% |
| Whirlpool of India Ltd | Consumer Cyclical | E | 2.53% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 2.45% |
| Varun Beverages Ltd | Consumer Defensive | E | 2.34% |
| Britannia Industries Ltd | Consumer Defensive | E | 2.31% |
| Bajaj Auto Ltd | Consumer Cyclical | E | 1.99% |
| Brigade Enterprises Ltd | Real Estate | E | 1.94% |
| United Spirits Ltd | Consumer Defensive | E | 1.88% |
| Asian Paints Ltd | Basic Materials | E | 1.65% |
| Kalyan Jewellers India Ltd | Consumer Cyclical | E | 1.47% |
| Electronics Mart India Ltd | Consumer Cyclical | E | 1.33% |
| Safari Industries (India) Ltd | Consumer Cyclical | E | 1.32% |
| Sapphire Foods India Ltd | Consumer Cyclical | E | 1.23% |
| Bikaji Foods International Ltd | Consumer Defensive | E | 1.01% |
| Gillette India Ltd | Consumer Defensive | E | 0.99% |
| Bajaj Holdings and Investment Ltd | Financial Services | E | 0.97% |
| Affle 3i Ltd | Communication Services | E | 0.95% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 0.94% |
| Tata Motors Ltd | Consumer Cyclical | E | 0.91% |
| Avenue Supermarts Ltd | Consumer Defensive | E | 0.78% |
| Devyani International Ltd | Consumer Cyclical | E | 0.74% |
| LG Electronics India Ltd | Technology | E | 0.50% |
| One97 Communications Ltd | Technology | E | 0.49% |
| Fortis Healthcare Ltd | Healthcare | E | 0.02% |
| Cash And Other Net Current Assets | - | CA | 0.84% |
| Treps | - | CR | 0.72% |
| Info Edge (India) Ltd | - | E | - |
Equity / Debt / Cash Split
Equity
98.44%
Cash
1.56%
Equity sector allocation
Basic Materials
1.65%
Communication Services
9.7%
Consumer Cyclical
49.57%
Consumer Defensive
25.4%
Financial Services
1.91%
Healthcare
4.6%
Industrials
2.69%
Real Estate
1.94%
Technology
0.99%
Others
1.55%
Asset Management Company

Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
31.97%
63.78%
3Y Returns
+63.78%

Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
31.97%
63.78%
3Y Returns
+48.34%

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
31.97%
63.78%
3Y Returns
+45.98%
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+10.08%
Fund Manager
Rohit Seksaria
Risk Profile
Very High Risk
Expense Ratio
2.14%
Fund Size
₹1427.62 Cr
The Sundaram Consumption IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Bharti Airtel Ltd | 8.75% |
| Mahindra & Mahindra Ltd | 8.25% |
| ITC Ltd | 8.23% |
| Eternal Ltd | 7.38% |
| Titan Co Ltd | 6.53% |
| Apollo Hospitals Enterprise Ltd | 4.59% |
| Nestle India Ltd | 4.41% |
| Maruti Suzuki India Ltd | 3.97% |
| Trent Ltd | 3.60% |
| Hindustan Unilever Ltd | 3.44% |
| SJS Enterprises Ltd | 2.98% |
| TVS Motor Co Ltd | 2.87% |
| InterGlobe Aviation Ltd | 2.69% |
| Whirlpool of India Ltd | 2.53% |
| Jubilant Foodworks Ltd | 2.45% |
| Varun Beverages Ltd | 2.34% |
| Britannia Industries Ltd | 2.31% |
| Bajaj Auto Ltd | 1.99% |
| Brigade Enterprises Ltd | 1.94% |
| United Spirits Ltd | 1.88% |
| Asian Paints Ltd | 1.65% |
| Kalyan Jewellers India Ltd | 1.47% |
| Electronics Mart India Ltd | 1.33% |
| Safari Industries (India) Ltd | 1.32% |
| Sapphire Foods India Ltd | 1.23% |
| Bikaji Foods International Ltd | 1.01% |
| Gillette India Ltd | 0.99% |
| Bajaj Holdings and Investment Ltd | 0.97% |
| Affle 3i Ltd | 0.95% |
| 360 One Wam Ltd Ordinary Shares | 0.94% |
| Tata Motors Ltd | 0.91% |
| Avenue Supermarts Ltd | 0.78% |
| Devyani International Ltd | 0.74% |
| LG Electronics India Ltd | 0.50% |
| One97 Communications Ltd | 0.49% |
| Fortis Healthcare Ltd | 0.02% |
| Cash And Other Net Current Assets | 0.84% |
| Treps | 0.72% |
| Info Edge (India) Ltd | - |
The Sundaram Consumption IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 1.65% |
| Communication Services | 9.70% |
| Consumer Cyclical | 49.57% |
| Consumer Defensive | 25.40% |
| Energy | - |
| Financial Services | 1.91% |
| Healthcare | 4.60% |
| Industrials | 2.69% |
| Real Estate | 1.94% |
| Technology | 0.99% |
| Utilities | - |
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Consumption IDCW-R:
The exit load of Sundaram Consumption IDCW-R is as follows:
Exit load of 0.5%, if redeemed within 1 year
.The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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