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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Invest Now
Fund Manager: FM - Mr. Ratish B. Varier |
Equity: Thematic-Consumption |
NIFTY India Consumption TRI
NAV as on 06-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
12.56%
Inception Date
May 12, 2006
Expense Ratio
2.18%
Fund Status
Open Ended Scheme
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
very high
Investment Objective : The primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equityrelated instruments of companies engaged in rural and/or consumption business
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.97 | 2.3 | 2.38 | 16.1 | 19.38 | 13.27 |
| Nifty India Consumption TRI | 3.62 | 6.07 | 3.56 | 16.39 | 19.87 | 13.45 |
| Equity: Thematic-Consumption | 3.35 | 3.03 | 0.06 | 16.04 | 20.81 | 13.74 |
| Rank within Category | 17 | 14 | 6 | 7 | 9 | 6 |
| Number of Funds within Category | 20 | 18 | 15 | 11 | 11 | 7 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 159.58 | 2.18 | 2.38 | 16.1 | 19.38 | 13.27 |
| HSBC Consumption Fund - Regular Growth | 159.31 | 2.1 | 7.86 | 0.0 | 0.0 | 0.0 |
| Kotak Consumption Fund - Regular plan - Growth Option | 133.43 | 2.1 | 5.24 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option | 192.52 | 2.06 | 3.34 | 16.33 | 21.34 | 14.79 |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 100.41 | 2.25 | 3.12 | 0.0 | 0.0 | 0.0 |
| Tata India Consumer Fund-Regular Plan-Growth | 245.74 | 1.98 | 2.91 | 18.3 | 20.87 | 0.0 |
| Aditya Birla Sun Life Consumption Fund-Growth Option | 627.72 | 1.83 | 2.0 | 15.17 | 20.49 | 14.11 |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 438.63 | 1.84 | -0.41 | 17.11 | 21.92 | 14.99 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | 315.69 | 2 | -0.75 | 16.61 | 20.35 | 0.0 |
| BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option | 147.69 | 2.09 | -0.77 | 15.45 | 19.69 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 6.31 | 21.12 | 38.69 | -7.82 | 2.71 | 13.48 | 19.35 | 9.35 | 30.25 | -1.58 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Thematic-Consumption | - |
Returns Calculator
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.