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: 2.21% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,445.78 Cr As on (31-03-2025)
Turn over: 24
NAV as on 29-04-2025

93.9662

-0.03 (-0.0358%)

CAGR Since Inception

12.59%

NIFTY India Consumption TRI 14.71%

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

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12.45 18.18 21.91 14.3 12.59
Nifty India Consumption TRI 10.31 18.03 21.95 14.28 14.71
Equity: Thematic-Consumption 7.82 17.03 22.94 14.39 11.67

Yearly Performance (%)

Nav Movement

Fund Managers

Ratish Varier, Ashish Aggarwal

Investment Objective

The scheme seeks to generate consistent long-term returns by investing predominantly in equity/ equity related instruments of companies that focus on Rural India

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)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

Riskometer

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 0.63 0.15 0.9 - -
Equity: Thematic-Consumption - - - - - -

PEER COMPARISION of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Period
Data as on - 29-04-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 12.45 23.37 18.18 21.91 14.3
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 12.77 0.0 0.0 0.0 0.0
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 11.05 24.81 17.58 22.49 0.0
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 10.36 22.59 16.9 21.64 0.0
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 9.78 21.23 16.12 22.61 14.96
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 9.34 23.85 19.37 27.5 14.71
HSBC Consumption Fund - Regular Growth 31-08-2023 8.32 0.0 0.0 0.0 0.0
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 7.95 0.0 0.0 0.0 0.0
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 7.35 22.27 17.73 23.45 15.55
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 7.03 21.34 17.47 23.87 14.75

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

Asset Allocation (%)