Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Fund House: Sundaram Mutual Fund

Category: Equity: Thematic-Consumption

Status: Open Ended Schemes

Launch Date: 12-05-2006

Minimum Investment: 100.0

Asset Class: Equity

Minimum Topup: 100.0

Benchmark: NIFTY India Consumption TRI

Total Assets: 1599.23 As on (29-08-2025)

Expense Ratio: 2.18% As on (31-08-2025)

Turn over: 81.00% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.

NAV as on 07-10-2025

30.0682

0.0494

CAGR Since Inception

11.9%

NIFTY India Consumption TRI 14.85%

PERFORMANCE

Scheme Performance  (%) 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 - Income Distribution cum Capital Withdrawal (IDCW) -2.95 14.62 18.85 13.65 11.9
Nifty India Consumption TRI 0.75 17.07 20.45 14.5 14.85
Equity: Thematic-Consumption -3.38 15.46 20.67 14.56 13.02

Funds Manager

FM - Mr. Ratish B. Varier

RETURNS CALCULATORS for Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Sundaram Consumption Reg IDCW 12-05-2006 -2.95 14.5 14.62 18.85 13.65
Kotak Consumption Fund Reg Gr 16-11-2023 2.81 0.0 0.0 0.0 0.0
HSBC Consumption Fund Reg Gr 31-08-2023 2.0 21.22 0.0 0.0 0.0
Axis Consumption Fund Reg Gr 12-09-2024 -1.72 0.0 0.0 0.0 0.0
ABSL Consumption FundGr 05-08-2005 -1.75 16.01 14.87 20.32 14.9
Tata India Consumer Reg Gr 05-12-2015 -1.75 17.81 16.78 20.07 0.0
Canara Robeco Consumer Trends Fund Reg Gr 14-09-2009 -1.89 16.86 15.58 20.76 15.74
HDFC Non-Cyclical Consumer Fund Gr 05-07-2023 -2.94 16.33 0.0 0.0 0.0
Sundaram Consumption Reg Gr 12-05-2006 -2.95 15.08 15.22 19.34 14.35
ICICI Pru Bharat Consumption Gr 09-04-2019 -3.04 16.3 17.03 20.57 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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 - Income Distribution cum Capital Withdrawal (IDCW) 11.59 1.01 -0.81 0.73 - -
Equity: Thematic-Consumption - - - - - -