Sundaram Consumption Fund · Regular · Growth
NAV
₹95.1263
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹1,333 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.17%
- 3Y
- +10.60%
- 5Y
- +11.75%
- Since Inception
- +11.79%
SIP returns (XIRR)
- 1Y
- +2.84%
- 3Y
- +4.91%
- 5Y
- +9.95%
- Since Inception
- +12.65%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹10,74,108 today — ₹5,95,000 invested, 11.5% XIRR.
₹5,95,000
Invested
₹10,74,108
Value today
11.5%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,91,996 today (11.3% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹18,45,847.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹10,74,108 in this fund vs ₹12,17,407 in the benchmark — underperformance of ₹1,43,299.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹3,27,785 today (3.28×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.34
Sharpe Ratio
-0.06
Alpha
0.27
Beta
-0.33
Sortino
14.06%
Std Dev
-20.83%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Automobiles15.93%
- Consumer Durables13.43%
- Retailing13.10%
- Telecom - Services8.63%
- Diversified Fmcg8.38%
- Food Products7.73%
- Healthcare Services5.25%
- Beverages4.24%
- Leisure Services3.93%
- Transport Services3.69%
- Auto Components3.67%
- Financial Technology (Fintech)2.48%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Bharti Airtel Ltd8.63%
- 2Zomato Ltd7.93%
- 3Mahindra & Mahindra Ltd7.27%
- 4Titan Company Ltd6.59%
- 5Itc Ltd5.63%
- 6Apollo Hospitals Enterprise Ltd5.23%
- 7Nestle India Ltd4.26%
- 8Interglobe Aviation Ltd3.69%
- 9S.J.S. Enterprises Ltd3.67%
- 10Tvs Motor Company Ltd3.36%
Investment Objective
Sundaram Consumption Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Sundaram Consumption Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹1,333 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations