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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
(Erstwhile Sundaram Rural India Fund Growth )
Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
Expense Ratio: 2.18% As on ( 29-09-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 1,589.62 Cr As on ( 30-09-2025)
Turn over: 24
NAV as on 31-10-2025
100.9801
-0.59 ( -0.5817% )
CAGR Since Inception
12.66%
NIFTY India Consumption TRI 14.89%
Performance of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund Managers

FM - Mr. Ratish B. Varier

Investment 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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Returns Calculator for Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 11.59 0.7 -0.22 0.89 - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Consumption Reg Gr 12-05-2006 4.9 17.06 16.12 20.02 14.59
Kotak Consumption Fund Reg Gr 16-11-2023 9.16 0.0 0.0 0.0 0.0
ABSL Consumption FundGr 05-08-2005 3.82 17.61 14.37 20.49 15.21
Mirae Asset Great Consumer Reg Gr 29-03-2011 3.76 18.23 16.89 21.97 15.99
Axis Consumption Fund Reg Gr 12-09-2024 3.28 0.0 0.0 0.0 0.0
UTI India Consumer Reg Gr 30-07-2007 3.27 18.39 13.52 17.82 11.86
Tata India Consumer Reg Gr 05-12-2015 3.25 20.16 17.94 20.89 0.0
HSBC Consumption Fund Reg Gr 31-08-2023 3.15 22.03 0.0 0.0 0.0
Nippon India Consumption Gr Gr 30-09-2004 3.11 17.99 15.3 23.79 14.31
ICICI Pru Bharat Consumption Gr 09-04-2019 2.8 17.74 17.0 21.32 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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