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Sundaram Mutual Fund · Equity · Sectoral / Thematic · Direct plan

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

₹99.1579NAV on 30 Oct 2026Expense ratio 1.67%
29 Oct 2025NAV low 89.17 · high 112.22-11.6%

In plain words

Over 3 years it returned +7.6% a year, against +7.4% for its benchmark index.

Its worst fall from a peak in the last 3 years was -23.7%.

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

PeriodFundBenchmark
1 month-1.3%+1.9%
3 months-5.7%-5.1%
6 months+0.1%-3.2%
1 year-11.2%-10.2%
3 years (yearly)+7.6%+7.4%
5 years (yearly)+9.7%+6.5%
10 years (yearly)+10.6%+11.3%
Since start (yearly)+13.4%+11.2%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,15,738-5.8%
3 years₹3,60,000₹3,61,329+0.2%
5 years₹5,90,000₹7,11,697+7.3%
10 years₹11,90,000₹20,98,209+10.9%

Other plan of this fund: Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) - Regular Plan - Growth

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