Sundaram Consumption Fund · Regular · Growth
NAV
₹91.4897
as of 29 Sept 2026
Expense Ratio
—
see scheme documents
AUM
₹1,402 Cr
Lumpsum returns (CAGR)
- 1Y
- -6.59%
- 3Y
- +7.54%
- 5Y
- +9.50%
- Since Inception
- +11.47%
SIP returns (XIRR)
- 1Y
- -3.62%
- 3Y
- +1.16%
- 5Y
- +7.64%
- Since Inception
- +12.18%
What history actually did — last 10 years (Sept 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹10,28,919 today — ₹6,00,000 invested, 10.5% XIRR.
₹6,00,000
Invested
₹10,28,919
Value today
10.5%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Sept 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,68,979 today (10.4% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2016 would still hold ₹16,60,871.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹10,28,919 in this fund vs ₹11,24,556 in the benchmark — underperformance of ₹1,08,751.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Sept 2016 – Sept 2026) (22 Mar 2020) would be ₹3,15,255 today (3.15×).
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-0.22
Sharpe Ratio
-0.04
Alpha
0.29
Beta
-0.21
Sortino
13.62%
Std Dev
-20.83%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Automobiles16.19%
- Consumer Durables12.32%
- Retailing11.79%
- Telecom - Services7.94%
- Healthcare Services7.74%
- Food Products6.03%
- Beverages5.02%
- Financial Technology (Fintech)4.83%
- Auto Components4.67%
- Transport Services3.90%
- Leisure Services3.43%
- Diversified Fmcg2.62%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
- 1Eternal Ltd (Previously Zomato Ltd)9.23%
- 2Bharti Airtel Ltd7.94%
- 3Mahindra & Mahindra Ltd7.29%
- 4Apollo Hospitals Enterprise Ltd5.03%
- 5Titan Company Ltd4.93%
- 6Tvs Motor Company Ltd4.52%
- 7Nestle India Ltd4.26%
- 8Interglobe Aviation Ltd3.90%
- 9S.J.S. Enterprises Ltd3.39%
- 10Varun Beverages Ltd3.03%
What this fund does
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 ₹1,402 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI.