| Category: Equity: Thematic-Consumption |
| Launch Date: 12-05-2006 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| Expense Ratio: 2.17% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 164.3 Cr As on (31-10-2025) |
| Turn over: 24 |
FM - Mr. Ratish B. Varier
The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
| 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 - Income Distribution cum Capital Withdrawal (IDCW) | 1.14 | 15.15 | 16.31 | 13.38 | 11.83 |
| Nifty India Consumption TRI | 9.03 | 17.86 | 19.04 | 14.56 | 14.84 |
| Equity: Thematic-Consumption | 0.37 | 15.38 | 18.28 | 14.52 | 10.88 |
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.
| 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 - Income Distribution cum Capital Withdrawal (IDCW) | 11.59 | 1.01 | -0.81 | 0.73 | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Consumption Reg IDCW | 12-05-2006 | 1.14 | 12.01 | 15.15 | 16.31 | 13.38 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 5.99 | 19.13 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 3.45 | 14.29 | 15.61 | 18.66 | 16.15 |
| ABSL Consumption FundGr | 05-08-2005 | 3.26 | 13.19 | 14.1 | 17.29 | 15.29 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | 2.71 | 12.63 | 16.29 | 19.43 | 15.67 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | 2.65 | 12.88 | 16.51 | 18.69 | 0.0 |
| UTI India Consumer Reg Gr | 30-07-2007 | 2.57 | 14.23 | 14.23 | 15.54 | 12.02 |
| Nippon India Consumption Gr Gr | 30-09-2004 | 1.52 | 13.38 | 15.06 | 20.87 | 13.5 |
| Sundaram Consumption Reg Gr | 12-05-2006 | 1.14 | 12.31 | 15.55 | 16.79 | 14.08 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | 1.09 | 13.09 | 0.0 | 0.0 | 0.0 |
Portfolio as on