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

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01546

NAV · 06-Jul-2026

₹24.2547

+6.67%

-12.24%

1Y (CAGR)

-19.15%

3Y (CAGR)

+0.08%

5Y (CAGR)

+3.41%

Since inception (CAGR)

+4.53%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

15.65%

Downside dev (3y)

14.79%

Max drawdown (3y)

-36.3%

Sharpe (3y)

-0.41

SIP XIRR (3y)

-8.80%

SIP XIRR (5y)

-1.45%

Calendar-year returns

2020 +11.1%2021 +11.2%2022 +1.6%2023 +21.1%2024 +11.3%2025 -7.4%

Fund facts

Fund managerRohit Seksaria · Shalav Saket · Anuj Bansal

AUM₹13,876 Cr

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 ↗