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

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01NF9

NAV · 06-Jul-2026

₹27.2889

+6.75%

-11.83%

1Y (CAGR)

-18.38%

3Y (CAGR)

+0.98%

5Y (CAGR)

+4.35%

Since inception (CAGR)

+5.84%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

15.63%

Downside dev (3y)

14.76%

Max drawdown (3y)

-35.2%

Sharpe (3y)

-0.35

SIP XIRR (3y)

-7.92%

SIP XIRR (5y)

-0.49%

Calendar-year returns

2020 +12.1%2021 +12.1%2022 +2.6%2023 +22.2%2024 +12.3%2025 -6.5%

Fund facts

Fund managerRohit Seksaria · Shalav Saket · Anuj Bansal

AUM₹13,876 Cr

Expense ratio1.26% · 2026-05-31

Launch date20-Mar-2006

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

Lock-inNone

Volatility16.59

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 ↗