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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 202625.0051
CategorySectoral / Thematic
PlanRegular · Idcw
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₹63.2 Cr
Growth of ₹10,000₹11,4932 Sep 2021 to 2 Sep 2026
₹16,167₹14,353₹12,540₹10,726₹8,913Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,493 (+2.8% a year) Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)

Performance (trailing, annualised)

1Y annualised-17.20%
3Y annualised-0.94%
5Y annualised2.82%
10Y annualised1.23%

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 ₹1,14,562-8.26%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,26,627-6.21%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹5,96,314-0.24%

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

Calendar years

Calendar 202111.18%
Calendar 20221.63%
Calendar 202321.15%
Calendar 202411.35%
Calendar 2025-7.39%

Rolling returns

Rolling 1Y · average995 windows since 24 May 20078.02%
Rolling 1Y · median6.50%
Rolling 1Y · worst window-62.71%
Rolling 1Y · best window118.03%
Rolling 1Y · windows positive62%
Rolling 3Y · average893 windows since 19 May 20096.15%
Rolling 3Y · median6.78%
Rolling 3Y · worst window-16.66%
Rolling 3Y · best window29.30%
Rolling 3Y · windows positive74%
Rolling 5Y · average789 windows since 23 May 20115.74%
Rolling 5Y · median5.50%
Rolling 5Y · worst window-7.61%
Rolling 5Y · best window18.29%
Rolling 5Y · windows positive77%

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

Risk

Volatility (3Y)15.76%
Downside deviation (3Y)12.60%
Maximum drawdown-36.25%

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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