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: 1583.53 As on (31-12-2025)
Expense Ratio: 2.16% As on (31-12-2025)
Turn over: 81.00% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP;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 30-01-2026
25.5326
0.2593
CAGR Since Inception
11.17%
NIFTY India Consumption TRI 14.24%
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) | -2.27 | 14.13 | 13.55 | 12.81 | 11.17 |
| Nifty India Consumption TRI | 5.89 | 17.42 | 15.77 | 14.38 | 14.24 |
| Equity: Thematic-Consumption | 0.46 | 14.93 | 15.09 | 14.49 | 6.48 |
Funds Manager
FM1 - Mr. Ratish B. Varier, FM2 - Mr. Shalav Saket (Overseas Securities)
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
Sector Allocation
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 | -2.27 | 6.11 | 14.13 | 13.55 | 12.81 |
| BOI Consumption Fund Reg Gr | 20-12-2024 | 6.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata India Consumer Reg Gr | 05-12-2015 | 4.11 | 9.32 | 18.27 | 16.11 | 15.97 |
| ABSL Consumption FundGr | 05-08-2005 | 3.81 | 8.47 | 14.42 | 14.78 | 15.05 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 2.99 | 11.36 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 2.92 | 8.39 | 15.48 | 15.36 | 16.05 |
| UTI India Consumer Reg Gr | 30-07-2007 | 2.76 | 8.92 | 14.26 | 12.32 | 11.8 |
| HSBC Consumption Fund Reg Gr | 31-08-2023 | 2.44 | 9.65 | 0.0 | 0.0 | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | 2.19 | 6.66 | 15.38 | 15.7 | 15.86 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | 1.75 | 8.12 | 0.0 | 0.0 | 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 | - | - | - | - | - | - |