Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

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

Sundaram Mutual Fund · benchmark Nifty India Consumption TRI · 20.5 years old · AMFI code 102142

B
Track-record rating: 9 of 14 in Thematic: Consumption

B (middle of the peer group), score 38.2 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months5.8%3.7%+2.1%15 / 26
1 year-6.0%-3.9%-2.1%20 / 23
3 years (a year)8.2%12.8%-4.6%10 / 14
5 years (a year)9.7%11.6%-1.9%7 / 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-24.7%
Up capture, 3Y85
Down capture, 3Y97
Information ratio, 3Y-1.03
Jensen's alpha, 3Y-4.2%
Beta, 3Y0.94
Sharpe, 3Y0.09

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) (Regular plan)?

₹94.92 on 5 Nov 2026 (Growth option).

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

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

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

8.2% a year (Regular 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?

B: 9 of 14 Regular 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.