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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 202628.1716
CategorySectoral / Thematic
PlanDirect · Idcw
Launched20 Mar 2006
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty India Consumption TRI
Expense ratiodirect plan, a year1.66%
AUM₹6.48 Cr
Growth of ₹10,000₹12,0272 Sep 2021 to 2 Sep 2026
₹16,622₹14,706₹12,790₹10,874₹8,958Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,027 (+3.8% a year) Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)

Performance (trailing, annualised)

1Y annualised-16.40%
3Y annualised-0.05%
5Y annualised3.76%
10Y annualised2.25%

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 ₹1,15,114-7.43%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,31,209-5.34%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,10,8980.71%

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

Calendar years

Calendar 202112.14%
Calendar 20222.60%
Calendar 202322.19%
Calendar 202412.33%
Calendar 2025-6.53%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 20149.15%
Rolling 1Y · median7.93%
Rolling 1Y · worst window-32.00%
Rolling 1Y · best window68.16%
Rolling 1Y · windows positive70%
Rolling 3Y · average551 windows since 4 Jan 20167.97%
Rolling 3Y · median9.10%
Rolling 3Y · worst window-15.61%
Rolling 3Y · best window30.00%
Rolling 3Y · windows positive80%
Rolling 5Y · average448 windows since 3 Jan 20186.31%
Rolling 5Y · median5.22%
Rolling 5Y · worst window-5.06%
Rolling 5Y · best window18.95%
Rolling 5Y · windows positive90%

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

Risk

Volatility (3Y)15.75%
Downside deviation (3Y)12.56%
Maximum drawdown-35.23%

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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