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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

(Erstwhile Sundaram Rural India Fund Growth)

Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
Expense Ratio: 2.19% As on ( 31-05-2025)

Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,532.37 Cr As on ( 30-04-2025)
Turn over: 24

NAV as on 05-06-2025

96.5674

0.65 ( 0.6712% )

CAGR Since Inception

12.68%

NIFTY India Consumption TRI 14.7%

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PERFORMANCE of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Performance (%) Data as on - 05-06-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	10.54	20.68	21.37	14.45	12.68
Nifty India Consumption TRI	10.54	20.2	20.54	14.3	14.7
Equity: Thematic-Consumption	6.13	19.25	21.97	14.62	11.95

Yearly Performance (%)

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Fund Managers

FM - Mr. Ratish B. Varier

Investment Objective

The primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equityrelated instruments of companies engaged in rural and/or consumption business

RETURNS CALCULATOR for Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	11.59	0.78	0.97	0.91	-	-
Equity: Thematic-Consumption	-	-	-	-	-	-

PEER COMPARISION of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Compare SIP Compare Lumpsum

Period

Data as on - 05-06-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	12-05-2006	10.54	20.98	20.68	21.37	14.45
HSBC Consumption Fund - Regular Growth	31-08-2023	11.41	0.0	0.0	0.0	0.0
Kotak Consumption Fund - Regular plan - Growth Option	16-11-2023	10.84	0.0	0.0	0.0	0.0
Tata India Consumer Fund-Regular Plan-Growth	05-12-2015	10.56	21.31	21.21	22.02	0.0
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option	14-09-2009	8.8	20.08	20.55	23.38	15.85
HDFC Non-Cyclical Consumer Fund - Growth Option	05-07-2023	8.59	0.0	0.0	0.0	0.0
Aditya Birla Sun Life India Gennext Fund-Growth Option	05-08-2005	7.43	18.64	18.04	21.71	14.86
Mirae Asset Great Consumer Fund - Regular Plan - Growth option	29-03-2011	5.98	18.86	20.12	23.19	15.27
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option	07-09-2018	5.01	18.58	18.34	20.37	0.0
SBI Consumption Opportunities Fund - Regular - Growth	14-07-1999	4.34	17.28	18.72	26.26	15.82