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

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01561

NAV · 06-Jul-2026

₹92.8025

+6.67%

-5.51%

1Y (CAGR)

-6.06%

3Y (CAGR)

+10.54%

5Y (CAGR)

+11.37%

Since inception (CAGR)

+11.73%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

13.09%

Downside dev (3y)

9.26%

Max drawdown (3y)

-24.7%

Sharpe (3y)

0.31

SIP XIRR (3y)

+2.47%

SIP XIRR (5y)

+8.92%

Calendar-year returns

2020 +13.5%2021 +19.4%2022 +9.3%2023 +30.3%2024 +20.1%2025 -0.1%

Fund facts

Fund managerRohit Seksaria · Shalav Saket · Anuj Bansal

AUM₹13,876 Cr

TER · AMFI officialDirect 1.67% · Regular 2.55% (2026-06-30)

Launch date20-Mar-2006

Plan typeOpen Ended · Equity

Min lumpsumRs.5000/-

Lock-inNone

Volatility15.21

AMCSundaram Asset Management Company Ltd

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.

scheme documents ↗