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

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF903J01NH5

NAV · 06-Jul-2026

₹102.6177

+6.75%

-5.07%

1Y (CAGR)

-5.22%

3Y (CAGR)

+11.51%

5Y (CAGR)

+12.37%

Since inception (CAGR)

+13.99%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

13.09%

Downside dev (3y)

9.25%

Max drawdown (3y)

-23.7%

Sharpe (3y)

0.38

SIP XIRR (3y)

+3.40%

SIP XIRR (5y)

+9.93%

Calendar-year returns

2020 +14.4%2021 +20.4%2022 +10.4%2023 +31.4%2024 +21.1%2025 +0.8%

Fund facts

Fund managerRohit Seksaria · Shalav Saket · Anuj Bansal

AUM₹13,876 Cr

Expense ratio1.26% · 2026-05-31

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

Launch date20-Mar-2006

Plan typeOpen Ended · Equity

Min lumpsum₹100

Min SIP₹100

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 ↗