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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 2026105.9367
CategorySectoral / Thematic
PlanDirect · Growth
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₹143 Cr
Growth of ₹10,000₹17,4192 Sep 2021 to 2 Sep 2026
₹19,225₹16,658₹14,091₹11,524₹8,958Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,419 (+11.7% a year) Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)

Performance (trailing, annualised)

1Y annualised-2.92%
3Y annualised10.36%
5Y annualised11.74%
10Y annualised11.90%

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 ₹1,23,5305.48%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,88,9225.08%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,83,42110.61%

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

Calendar years

Calendar 202120.37%
Calendar 202210.39%
Calendar 202331.36%
Calendar 202421.15%
Calendar 20250.80%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201417.31%
Rolling 1Y · median14.62%
Rolling 1Y · worst window-26.35%
Rolling 1Y · best window68.16%
Rolling 1Y · windows positive82%
Rolling 3Y · average551 windows since 4 Jan 201616.22%
Rolling 3Y · median17.30%
Rolling 3Y · worst window-5.60%
Rolling 3Y · best window34.42%
Rolling 3Y · windows positive95%
Rolling 5Y · average448 windows since 3 Jan 201814.89%
Rolling 5Y · median14.06%
Rolling 5Y · worst window4.51%
Rolling 5Y · best window26.60%
Rolling 5Y · windows positive100%

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)9.14%
Maximum drawdown-23.73%

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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