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OmniAsset › Mutual funds › Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)

Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)

Sectoral / Thematic fund benchmarked to Nifty India Consumption TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202695.6735
CategorySectoral / Thematic
PlanRegular · Growth
Launched20 Mar 2006
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty India Consumption TRI
Expense ratiodirect plan, a year2.51%
AUM₹1,189 Cr
Growth of ₹10,000₹16,6582 Sep 2021 to 2 Sep 2026
₹18,701₹16,254₹13,807₹11,360₹8,913Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹16,658 (+10.7% a year) Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)

Performance (trailing, annualised)

1Y annualised-3.79%
3Y annualised9.39%
5Y annualised10.75%
10Y annualised10.96%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,22,9454.56%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,83,4924.15%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,64,0909.60%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202119.35%
Calendar 20229.35%
Calendar 202330.25%
Calendar 202420.09%
Calendar 2025-0.07%

Rolling returns

Rolling 1Y · average995 windows since 24 May 200714.78%
Rolling 1Y · median12.57%
Rolling 1Y · worst window-62.71%
Rolling 1Y · best window118.43%
Rolling 1Y · windows positive75%
Rolling 3Y · average893 windows since 19 May 200913.07%
Rolling 3Y · median14.34%
Rolling 3Y · worst window-8.38%
Rolling 3Y · best window33.71%
Rolling 3Y · windows positive93%
Rolling 5Y · average789 windows since 23 May 201112.93%
Rolling 5Y · median12.66%
Rolling 5Y · worst window-3.23%
Rolling 5Y · best window25.78%
Rolling 5Y · windows positive98%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.18%
Downside deviation (3Y)9.17%
Maximum drawdown-24.73%

Management

Fund managerMr. Anuj Bansal, Mr. Rohit Seksaria, Mr. Shalav Saket(Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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