Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

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

Sundaram Mutual Fund · benchmark Nifty India Consumption TRI · 13.8 years old · AMFI code 119595

C
Track-record rating: 11 of 14 in Thematic: Consumption

C (bottom 30%), score 30.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months6.3%3.7%+2.6%15 / 25
1 year-5.2%-3.9%-1.3%20 / 22
3 years (a year)9.2%12.8%-3.6%11 / 14
5 years (a year)10.7%11.6%-0.9%8 / 11

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y14.7%
Max fall, 5Y-23.7%
Up capture, 3Y86
Down capture, 3Y95
Information ratio, 3Y-0.82
Jensen's alpha, 3Y-3.3%
Beta, 3Y0.94
Sharpe, 3Y0.15

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) (Direct plan)?

₹105.26 on 5 Nov 2026 (Growth option).

What is the expense ratio of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) (Direct)?

1.66% a year; the Regular plan's is 2.52%.

What return has Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) given over 3 years?

9.2% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.8% for the Nifty India Consumption total-return index.

How is Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) rated?

C: 11 of 14 Direct plans in Thematic: Consumption, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.