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NAVs as of 20 Aug 2026

Sundaram Consumption Fund - Regular Plan - IDCW (Regular · IDCWNippon India Taiwan Equity FundRegular · IDCWHDFC Defence FundRegular · IDCWHDFC Transportation and Logistics FundRegular · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 17 Aug 2023 – 20 Aug 2026, limited by HDFC Transportation and Logistics Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

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Growth of ₹100, sampled across the common period
Date	Sundaram Consumption Fund - Regular Plan - IDCW (	Nippon India Taiwan Equity Fund	HDFC Defence Fund	HDFC Transportation and Logistics Fund	Nifty 500
17 Aug 2023	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
17 Nov 2023	₹100.27	₹101.56	₹118.65	₹109.01	₹104.75
16 Feb 2024	₹104.96	₹123.37	₹141.66	₹128.15	₹120.01
18 May 2024	₹110.30	₹117.95	₹178.78	₹146.71	₹125.37
17 Aug 2024	₹127.00	₹121.16	₹198.12	₹163.47	₹137.22
17 Nov 2024	₹113.90	₹129.19	₹182.06	₹146.82	₹130.72
17 Feb 2025	₹108.30	₹131.90	₹150.77	₹137.60	₹122.91
19 May 2025	₹117.14	₹124.79	₹211.31	₹154.00	₹136.09
19 Aug 2025	₹119.76	₹162.13	₹209.05	₹173.85	₹137.28
18 Nov 2025	₹121.19	₹180.03	₹221.01	₹180.08	₹141.79
18 Feb 2026	₹105.01	₹230.25	₹219.79	₹181.54	₹140.73
20 May 2026	₹91.54	₹369.33	₹243.07	₹167.42	₹134.38
20 Aug 2026	₹101.85	₹378.38	₹272.90	₹204.78	₹139.94

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	Sundaram Consumption Fund - Regular Plan - IDCW (	HDFC Defence Fund	HDFC Transportation and Logistics Fund
Sundaram Consumption Fund - Regular Plan - IDCW (	·
HDFC Defence Fund	·	·
HDFC Transportation and Logistics Fund	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

Sundaram Consumption Fund - Regular Plan - IDCW ( and HDFC Transportation and Logistics Fund share 16% of their equity book by weight.

Shared holdings — Sundaram Consumption Fund - Regular Plan - IDCW ( vs HDFC Transportation and Logistics Fund

Stocks held by both Sundaram Consumption Fund - Regular Plan - IDCW ( and HDFC Transportation and Logistics Fund, with each fund's weight and the weight they share.
Stock	Sundaram Consumption Fund - Regular Plan - IDCW (	HDFC Transportation and Logistics Fund
Zomato Ltd	8.27%	5.97%	5.97%
Mahindra & Mahindra Ltd	7.57%	3.46%	3.46%
S.J.S Enterprises Ltd	3.82%	2.15%	2.15%
Maruti Suzuki India Ltd	2.09%	9.31%	2.09%
Tata Motors Ltd	1.68%	7.42%	1.68%
Hyundai Motor India Ltd.	0.49%	5.38%	0.49%

6 shared of 37 / 34 positions. Weights are shown as a share of each fund's equity book.

No published holdings for Nippon India Taiwan Equity Fund — left out entirely rather than counted as 0% overlap.

Sundaram Consumption Fund - Regular Plan - IDCW (, Nippon India Taiwan Equity Fund, HDFC Defence Fund, HDFC Transportation and Logistics Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Sectoral/ Thematic median.
Metric	Sundaram Consumption Fund - Regular Plan - IDCW ( Sundaram · Regular · IDCW NAV ₹25.64 Very High risk ★☆☆☆☆	Nippon India Taiwan Equity Fund Nippon India · Regular · IDCW NAV ₹34.00 Very High risk ★★★★☆	HDFC Defence Fund HDFC · Regular · IDCW NAV ₹30.49 Very High risk ★★★★☆	HDFC Transportation and Logistics Fund HDFC · Regular · IDCW NAV ₹20.48 Very High risk ★★★★★	Category median Sectoral/ Thematic · 248 funds

	-15.63%	+145.04%Best in row	+31.40%	+17.51%	+3.54%
	+0.78%	+56.91%Best in row	+39.99%	+26.92%	+11.47%
	+4.29%	—	—	—	+9.70%
	+1.63%	—	—	—	+10.32%
	+4.80%	+30.56%	+41.38%Best in row	+26.90%	+9.15%
	+0.83%	+54.24%Best in row	+32.15%	+22.94%	—

	+6.17%	+31.75%	+40.82%Best in row	+26.92%	+12.10%
	+5.75%	—	—	—	+10.32%
	+6.13%	—	—	—	+8.80%
Risk
	15.55%Best in row	35.95%	25.91%	16.95%	15.91%
	-0.37	1.40Best in row	1.29	1.21	0.25
	-0.46	2.07Best in row	1.78	1.72	0.32
	-70.48%	-45.52%	-35.01%	-23.97%Best in row	-26.14%

	Nifty 500	—	Nifty 500	Nifty 500	—
	-9.70%	—	+20.57%Best in row	+13.03%	-0.04%
	0.86	—	1.61	1.04	0.98
	77.5%	—	190.2%Best in row	143.8%	98.3%
	135.3%	—	113.3%	89.3%Best in row	101.5%

	2.55%	2.40%	1.78%Best in row	2.13%	2.38%
	₹1,402Cr	₹1,110Cr	₹9,371Cr	₹1,685Cr	₹1,160Cr
	0.50%	1.00%	1.00%	1.00%	—
	₹100	₹500	₹123	₹126	—
	14%	86%	11%	30%	42%
	Ratish B Varier	Kinjal Desai	Dhruv Muchhal	Dhruv Muchhal	—
	18 May 2006	14 Dec 2021	02 Jun 2023	17 Aug 2023	—

	37	—	22	34	—
	56.3%	—	80.7%	62.4%	—
	4.0%	11.7%	2.2%	1.1%	—

2 rows carry the same value for every fund — show

Lock-in: None
Min SIP: ₹100

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.