• Home
  • MF Research
  • Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Equity: Thematic-Consumption Open Ended Scheme
arrow-down
NAV
₹ 29.0843 ₹ -0.03 (-0.1 %)
as on 19-06-2025
Asset Size (AUM)
1,548.07 Cr
Launch Date
May 12, 2006
Invest in this scheme
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
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in May 12, 2006
arrow-up

11.9

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.01 %
Expense Ratio
2.19%
Volatility
11.59 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM - Mr. Ratish B. Varier
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more.
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP; Generally, the exit load will be calculated on First in First out (FIFO) basis.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Kotak Consumption Fund - Regular plan - Growth Option
HSBC Consumption Fund - Regular Growth
HDFC Non-Cyclical Consumer Fund - Growth Option
Tata India Consumer Fund-Regular Plan-Growth
Aditya Birla Sun Life India Gennext Fund-Growth Option
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
ICICI Prudential Bharat Consumption Fund - Growth Option
Mirae Asset Great Consumer Fund - Regular Plan - Growth option
Performance

Scheme Performance (%)

Data as on - 19-06-2025

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 12-05-2006 6.36 18.22 22.09 20.48 13.59
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 6.93 18.83 22.73 20.97 14.28
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 6.77 0.0 0.0 0.0 0.0
HSBC Consumption Fund - Regular Growth 31-08-2023 4.42 0.0 0.0 0.0 0.0
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 3.76 0.0 0.0 0.0 0.0
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 3.63 18.14 23.16 21.71 0.0
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 3.3 17.09 20.59 21.67 14.77
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 3.21 18.09 22.58 23.41 15.55
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 1.7 19.24 20.57 21.09 0.0
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 1.45 16.51 22.35 23.15 15.09
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings