Sundaram Consumption Fund · Regular · Growth
NAV
₹91.5275
as of 15 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹1,448 Cr
Lumpsum returns (CAGR)
- 1Y
- -6.38%
- 3Y
- +9.33%
- 5Y
- +10.70%
- Since Inception
- +11.60%
SIP returns (XIRR)
- 1Y
- -4.09%
- 3Y
- +2.49%
- 5Y
- +8.57%
- Since Inception
- +12.38%
What history actually did — last 10 years (Jul 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹10,47,522 today — ₹6,00,000 invested, 10.9% XIRR.
₹6,00,000
Invested
₹10,47,522
Value today
10.9%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,91,301 today (11.3% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹18,65,493.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹10,47,522 in this fund vs ₹12,23,561 in the benchmark — underperformance of ₹1,76,039.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹3,15,385 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-0.39
Sharpe Ratio
-0.07
Alpha
0.27
Beta
-0.39
Sortino
14.42%
Std Dev
-20.83%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Automobiles15.32%
- Consumer Durables13.52%
- Retailing12.40%
- Diversified Fmcg10.59%
- Telecom - Services8.73%
- Food Products7.58%
- Healthcare Services5.07%
- Beverages4.33%
- Leisure Services4.08%
- Auto Components3.57%
- Transport Services2.84%
- Financial Technology (Fintech)2.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Bharti Airtel Ltd8.73%
- 2Mahindra & Mahindra Ltd8.35%
- 3Itc Ltd7.72%
- 4Zomato Ltd7.70%
- 5Titan Company Ltd6.25%
- 6Apollo Hospitals Enterprise Ltd5.05%
- 7Nestle India Ltd4.42%
- 8Maruti Suzuki India Ltd4.03%
- 9S.J.S. Enterprises Ltd3.57%
- 10Hindustan Unilever Ltd2.87%
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 ₹1,448 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