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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

(Erstwhile Sundaram Rural India Fund Growth)
Fund House: Sundaram Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
TER: 2.19% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,548.07 Cr As on 30-05-2025(Source:AMFI)
Turn over: 24% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP;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.
NAV as on 13-06-2025

95.1671

-0.53 (-0.5522%)

CAGR Since Inception

12.58%

Benchmark: 14.7%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY India Consumption TRI
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 7 Months
11 Years 1 Months
14 Years 9 Months
18 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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

Current Asset Allocation (%)

Indicators

Standard Deviation 15.26
Sharpe Ratio 0.88
Alpha 1.31
Beta 0.91
Yield to Maturity -
Average Maturity -

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 - Growth) 12-05-2006 6.39 19.61 21.53 21.11 14.56
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 6.36 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 6.0 - - - -
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 5.48 19.18 22.16 21.98 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 4.23 19.11 21.77 23.7 15.91
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 3.83 - - - -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 3.82 17.49 19.61 21.97 15.05
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 1.83 17.18 21.22 23.39 15.24
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 1.78 17.43 19.66 20.75 -
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 1.48 19.82 19.81 21.55 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.96%

Others

5.03%

Large Cap

72.77%

Mid Cap

9.26%

Scheme Documents

April 2025

Monthly Portfolio Disclosure Equity & Fund of Funds - April - 2025

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