Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
₹87.5802
₹1.22 (-1.37%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹87.5802
₹1.22 (-1.37%)
29 May 2026
AMFI: 102142
Direct · Growth
₹₹96.7549
₹1.34 (-1.37%)
29 May 2026
AMFI: 119595
Regular · IDCW
₹₹22.8898
₹0.32 (-1.37%)
29 May 2026
AMFI: 103743
Direct · IDCW
₹₹25.7299
₹0.36 (-1.37%)
29 May 2026
AMFI: 119594
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,20,000
Invested
₹4,68,117
Value today
12.2%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹8,758
Value today
11.4%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,00,000
Withdrawn
₹40,76,847
Corpus left
+₹42,76,847 net gain — withdrew ₹12,00,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹1,27,77,262
Value today
+143.2%
vs lumpsum
STP beat direct lumpsum by 143.2% — reduced timing risk paid off
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
ICICI Prudential Infrastructure Fund - Growth
SBI PSU Fund - REGULAR PLAN -Growth
₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹3,01,783
Value today
3.0×
Multiple
Staying invested through that crash turned ₹1L into ₹3,01,783 — a 3.0× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 10 years
Expense ratio drag on your actual returns
Direct plan
₹1,09,553
Regular plan
₹1,04,019
Direct earns ₹5,534 more on a ₹60K investment — 0.92% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.86
Sharpe Ratio
-0.12
Alpha
0.44
Beta
-0.84
Sortino
14.51%
Std Dev
-20.83%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
Bharti Airtel Ltd INE397D01024 | 10.13% |
Mahindra & Mahindra Ltd INE101A01026 | 9.18% |
Bharti Airtel Ltd INE397D01024 | 8.75% |
ITC Ltd INE154A01025 | 8.30% |
Mahindra & Mahindra Ltd INE101A01026 | 8.25% |
ITC Ltd INE154A01025 | 8.23% |
Zomato Ltd INE758T01015 | 7.38% |
Titan Company Ltd INE280A01028 | 6.53% |
Titan Company Ltd INE280A01028 | 6.50% |
Zomato Ltd INE758T01015 | 5.74% |
Hindustan UniLever Ltd INE030A01027 | 5.05% |
Apollo Hospitals Enterprise Ltd INE437A01024 | 4.92% |
Apollo Hospitals Enterprise Ltd INE437A01024 | 4.59% |
Nestle India Ltd INE239A01024 | 4.41% |
Maruti Suzuki India Ltd INE585B01010 | 4.05% |
Maruti Suzuki India Ltd INE585B01010 | 3.97% |
Nestle India Ltd INE239A01024 | 3.92% |
Trent Ltd INE849A01020 | 3.60% |
Hindustan UniLever Ltd INE030A01027 | 3.44% |
S.J.S. Enterprises Ltd INE284S01014 | 3.38% |
Trent Ltd INE849A01020 | 3.16% |
S.J.S. Enterprises Ltd INE284S01014 | 2.98% |
Bajaj Holdings & Investment Ltd INE118A01012 | 2.93% |
TVS Motor Company Ltd INE494B01023 | 2.87% |
Kalyan Jewellers India Ltd INE303R01014 | 2.75% |
Interglobe Aviation Ltd INE646L01027 | 2.69% |
TVS Motor Company Ltd INE494B01023 | 2.57% |
Whirlpool of India Ltd INE716A01013 | 2.53% |
Jubilant Foodworks Ltd INE797F01020 | 2.45% |
Jubilant Foodworks Ltd INE797F01020 | 2.45% |
Britannia Industries Ltd INE216A01030 | 2.42% |
Varun Beverages Ltd INE200M01039 | 2.34% |
Britannia Industries Ltd INE216A01030 | 2.31% |
Whirlpool of India Ltd INE716A01013 | 2.24% |
Bajaj Auto Ltd INE917I01010 | 1.99% |
Brigade Enterprises Ltd INE791I01019 | 1.94% |
Interglobe Aviation Ltd INE646L01027 | 1.92% |
United Spirits Ltd INE854D01024 | 1.91% |
United Spirits Ltd INE854D01024 | 1.88% |
Avenue Supermarts Ltd INE192R01011 | 1.77% |
Brigade Enterprises Ltd INE791I01019 | 1.76% |
Asian Paints Ltd INE021A01026 | 1.65% |
Info Edge (India) Ltd INE663F01032 | 1.62% |
Asian Paints Ltd INE021A01026 | 1.61% |
Varun Beverages Ltd INE200M01039 | 1.51% |
Safari Industries (India) Ltd INE429E01023 | 1.48% |
Kalyan Jewellers India Ltd INE303R01014 | 1.47% |
Electronics Mart India Ltd INE02YR01019 | 1.33% |
Safari Industries (India) Ltd INE429E01023 | 1.32% |
Sapphire Foods India Ltd INE806T01020 | 1.23% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - 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(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - 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 ₹1,448 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