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
| Period | Fund | Benchmark |
|---|---|---|
| 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
| Period | Invested | Value now | Yearly 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