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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

(Erstwhile Sundaram Rural India Fund Dividend)
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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,532.37 Cr As on 30-04-2025(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Turn over: 24% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch / STP within 30 days from the date of allotment; NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment; Further, exit load will be waived on Intra-scheme Switch-outs/STP;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 19-05-2025

29.4829

0.01 (0.0258%)

CAGR Since Inception

12.03%

Benchmark: 14.85%

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
10 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate consistent long-term returns by investing predominantly in equity/ equity related instruments of companies that focus on Rural India

Current Asset Allocation (%)

Indicators

Standard Deviation 11.59
Sharpe Ratio 1.01
Alpha -0.81
Beta 0.73
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 - Income Distribution cum Capital Withdrawal (IDCW) 12-05-2006 13.93 23.45 21.83 23.6 13.69
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 15.91 - - - -
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 14.54 24.08 22.47 24.11 14.39
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 11.46 24.32 22.25 24.61 -
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 11.17 21.01 20.03 24.92 14.88
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 10.54 - - - -
HSBC Consumption Fund - Regular Growth 31-08-2023 9.8 - - - -
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 9.78 22.02 20.23 23.44 -
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 9.75 22.26 21.87 25.72 15.7
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 8.79 20.34 19.91 29.63 15.68

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

12.7%

Others

4.72%

Large Cap

73.24%

Mid Cap

9.32%

Scheme Documents

April 2025

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

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