Sundaram Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) - Regular Plan - Growth
₹89.4302NAV on 30 Oct 2026Expense ratio 2.56%
29 Oct 2025NAV low 80.85 · high 102.12-12.4%
In plain words
Over 3 years it returned +6.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.7%.
On 3-year return it ranks 120 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,05,787 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.4% | +1.9% |
| 3 months | -5.9% | -5.1% |
| 6 months | -0.3% | -3.2% |
| 1 year | -12.0% | -10.2% |
| 3 years (yearly) | +6.6% | +7.4% |
| 5 years (yearly) | +8.7% | +6.5% |
| 10 years (yearly) | +9.7% | +11.3% |
| Since start (yearly) | +11.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,121 | -6.6% |
| 3 years | ₹3,60,000 | ₹3,56,084 | -0.7% |
| 5 years | ₹5,90,000 | ₹6,94,008 | +6.3% |
| 10 years | ₹11,90,000 | ₹19,92,422 | +9.9% |
Other plan of this fund: Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) - Direct Plan - Growth