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

(Erstwhile Sundaram Rural India Fund Growth)

Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
Asset Class: Equity
Benchmark: NIFTY India Consumption TRI
Expense Ratio: 2.19% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,584.13 Cr As on (31-12-2024)
Turn over: 24%
NAV as on 14-01-2025

93.3268

-0.22 (-0.2377%)

CAGR Since Inception

12.76%

NIFTY India Consumption TRI 14.75%

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

Scheme Performance (%)

Data as on - 14-01-2025

Yearly Performance (%)

Fund Managers

Ratish Varier, Ashish Aggarwal

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

NAV & Lumpsum details( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
18-05-2006 9.913 10087.7635 100000 0.0 %
19-06-2006 9.685 - 97700 -2.3 %
18-07-2006 9.6194 - 97038 -2.96 %
18-08-2006 10.2054 - 102950 2.95 %
18-09-2006 10.6892 - 107830 7.83 %
18-10-2006 11.067 - 111641 11.64 %
20-11-2006 11.3996 - 114996 15.0 %
18-12-2006 11.6647 - 117671 17.67 %
18-01-2007 12.2715 - 123792 23.79 %
19-02-2007 11.7773 - 118807 18.81 %
19-03-2007 10.285 - 103753 3.75 %
18-04-2007 11.03 - 111268 11.27 %
18-05-2007 11.6915 - 117941 17.94 %
18-06-2007 11.7066 - 118093 18.09 %
18-07-2007 12.706 - 128175 28.18 %
20-08-2007 12.1033 - 122095 22.1 %
18-09-2007 13.4037 - 135213 35.21 %
18-10-2007 15.3579 - 154927 54.93 %
19-11-2007 18.5601 - 187230 87.23 %
18-12-2007 18.7233 - 188876 88.88 %
18-01-2008 18.4477 - 186096 86.1 %
18-02-2008 16.1153 - 162567 62.57 %
18-03-2008 13.0125 - 131267 31.27 %
21-04-2008 14.884 - 150146 50.15 %
20-05-2008 15.1081 - 152407 52.41 %
18-06-2008 13.5099 - 136285 36.29 %
18-07-2008 11.6292 - 117313 17.31 %
18-08-2008 12.5092 - 126190 26.19 %
18-09-2008 11.3042 - 114034 14.03 %
20-10-2008 8.5735 - 86487 -13.51 %
18-11-2008 7.5335 - 75996 -24.0 %
18-12-2008 7.8698 - 79389 -20.61 %
19-01-2009 7.57 - 76364 -23.64 %
18-02-2009 6.9539 - 70149 -29.85 %
18-03-2009 6.4828 - 65397 -34.6 %
20-04-2009 7.9514 - 80212 -19.79 %
18-05-2009 0.0 - 0 -100.0 %
18-06-2009 10.3634 - 104544 4.54 %
20-07-2009 10.8669 - 109623 9.62 %
18-08-2009 11.2351 - 113337 13.34 %
18-09-2009 12.5282 - 126382 26.38 %
20-10-2009 13.0394 - 131538 31.54 %
18-11-2009 13.3256 - 134426 34.43 %
18-12-2009 13.4094 - 135271 35.27 %
18-01-2010 14.1948 - 143194 43.19 %
18-02-2010 13.0688 - 131835 31.84 %
18-03-2010 13.3242 - 134411 34.41 %
19-04-2010 13.3125 - 134293 34.29 %
18-05-2010 13.6198 - 137393 37.39 %
18-06-2010 13.8846 - 140065 40.06 %
19-07-2010 14.6087 - 147369 47.37 %
18-08-2010 15.5174 - 156536 56.54 %
20-09-2010 16.6898 - 168363 68.36 %
18-10-2010 16.9033 - 170516 70.52 %
18-11-2010 17.0412 - 171908 71.91 %
20-12-2010 15.9059 - 160455 60.46 %
18-01-2011 15.0637 - 151959 51.96 %
18-02-2011 14.3781 - 145043 45.04 %
18-03-2011 14.0647 - 141881 41.88 %
18-04-2011 15.272 - 154060 54.06 %
18-05-2011 14.701 - 148300 48.3 %
20-06-2011 14.5765 - 147044 47.04 %
18-07-2011 15.6533 - 157907 57.91 %
18-08-2011 14.3417 - 144676 44.68 %
19-09-2011 14.6842 - 148131 48.13 %
18-10-2011 14.2235 - 143483 43.48 %
18-11-2011 14.0685 - 141920 41.92 %
19-12-2011 12.8618 - 129747 29.75 %
18-01-2012 13.3633 - 134806 34.81 %
21-02-2012 14.8764 - 150070 50.07 %
18-03-2012 14.2446 - 143696 43.7 %
18-04-2012 14.8404 - 149706 49.71 %
18-05-2012 13.6043 - 137237 37.24 %
18-06-2012 13.6693 - 137893 37.89 %
18-07-2012 14.3094 - 144350 44.35 %
21-08-2012 14.6461 - 147746 47.75 %
18-09-2012 15.0813 - 152137 52.14 %
18-10-2012 16.0801 - 162212 62.21 %
19-11-2012 16.0341 - 161748 61.75 %
18-12-2012 17.1369 - 172873 72.87 %
18-01-2013 17.0925 - 172425 72.42 %
18-02-2013 16.2111 - 163534 63.53 %
18-03-2013 15.7959 - 159345 59.35 %
18-04-2013 15.6224 - 157595 57.59 %
20-05-2013 16.6201 - 167660 67.66 %
18-06-2013 15.875 - 160143 60.14 %
18-07-2013 15.8699 - 160092 60.09 %
19-08-2013 14.2262 - 143511 43.51 %
18-09-2013 14.8543 - 149847 49.85 %
18-10-2013 15.6745 - 158121 58.12 %
18-11-2013 16.0197 - 161603 61.6 %
18-12-2013 16.5868 - 167324 67.32 %
20-01-2014 16.833 - 169807 69.81 %
18-02-2014 16.5155 - 166604 66.6 %
18-03-2014 17.274 - 174256 74.26 %
21-04-2014 18.2845 - 184450 84.45 %
19-05-2014 19.5098 - 196810 96.81 %
18-06-2014 20.8874 - 210707 110.71 %
18-07-2014 21.1386 - 213241 113.24 %
18-08-2014 21.8245 - 220160 120.16 %
18-09-2014 23.3563 - 235613 135.61 %
20-10-2014 22.4495 - 226465 126.47 %
18-11-2014 24.7207 - 249377 149.38 %
18-12-2014 24.1094 - 243210 143.21 %
19-01-2015 26.1972 - 264271 164.27 %
18-02-2015 26.0137 - 262420 162.42 %
18-03-2015 25.6172 - 258420 158.42 %
20-04-2015 25.2911 - 255131 155.13 %
18-05-2015 25.2392 - 254607 154.61 %
18-06-2015 25.0096 - 252291 152.29 %
20-07-2015 27.1208 - 273588 173.59 %
18-08-2015 27.6798 - 279227 179.23 %
18-09-2015 25.3921 - 256149 156.15 %
19-10-2015 26.4356 - 266676 166.68 %
18-11-2015 25.6162 - 258410 158.41 %
18-12-2015 26.1322 - 263615 163.62 %
18-01-2016 24.6734 - 248899 148.9 %
18-02-2016 24.0558 - 242669 142.67 %
18-03-2016 25.3073 - 255294 155.29 %
18-04-2016 27.3335 - 275734 175.73 %
18-05-2016 28.7905 - 290432 190.43 %
20-06-2016 30.1288 - 303932 203.93 %
18-07-2016 31.4202 - 316960 216.96 %
18-08-2016 33.2436 - 335354 235.35 %
19-09-2016 34.1863 - 344863 244.86 %
18-10-2016 35.0566 - 353643 253.64 %
18-11-2016 31.4755 - 317517 217.52 %
19-12-2016 31.8011 - 320802 220.8 %
18-01-2017 33.9382 - 342361 242.36 %
20-02-2017 35.7164 - 360299 260.3 %
20-03-2017 36.3062 - 366248 266.25 %
18-04-2017 37.1218 - 374476 274.48 %
18-05-2017 39.0482 - 393909 293.91 %
19-06-2017 39.9719 - 403227 303.23 %
18-07-2017 40.2903 - 406439 306.44 %
18-08-2017 40.73 - 410875 310.88 %
18-09-2017 41.9506 - 423188 323.19 %
18-10-2017 41.8415 - 422087 322.09 %
20-11-2017 42.4962 - 428692 328.69 %
18-12-2017 43.4674 - 438489 338.49 %
18-01-2018 44.3537 - 447430 347.43 %
19-02-2018 41.8497 - 422170 322.17 %
19-03-2018 40.7725 - 411303 311.3 %
18-04-2018 43.3785 - 437592 337.59 %
18-05-2018 42.3577 - 427294 327.29 %
18-06-2018 42.4573 - 428299 328.3 %
18-07-2018 40.8737 - 412324 312.32 %
20-08-2018 43.5775 - 439600 339.6 %
18-09-2018 42.1899 - 425602 325.6 %
19-10-2018 37.6679 - 379985 279.99 %
19-11-2018 39.6978 - 400462 300.46 %
18-12-2018 40.8442 - 412027 312.03 %
18-01-2019 40.5851 - 409413 309.41 %
18-02-2019 37.9489 - 382820 282.82 %
18-03-2019 41.1866 - 415481 315.48 %
18-04-2019 41.9526 - 423208 323.21 %
20-05-2019 41.1675 - 415288 315.29 %
18-06-2019 40.6692 - 410261 310.26 %
18-07-2019 39.6948 - 400432 300.43 %
19-08-2019 38.3051 - 386413 286.41 %
18-09-2019 38.6272 - 389662 289.66 %
18-10-2019 41.5644 - 419292 319.29 %
18-11-2019 42.1233 - 424930 324.93 %
18-12-2019 41.8905 - 422581 322.58 %
20-01-2020 44.1053 - 444924 344.92 %
18-02-2020 44.4998 - 448903 348.9 %
18-03-2020 33.1832 - 334744 234.74 %
20-04-2020 34.5105 - 348134 248.13 %
18-05-2020 32.8324 - 331205 231.21 %
18-06-2020 36.6497 - 369714 269.71 %
20-07-2020 39.307 - 396520 296.52 %
18-08-2020 40.8854 - 412442 312.44 %
18-09-2020 41.3614 - 417244 317.24 %
19-10-2020 40.5531 - 409090 309.09 %
18-11-2020 43.9433 - 443290 343.29 %
18-12-2020 47.4476 - 478640 378.64 %
18-01-2021 48.0714 - 484933 384.93 %
18-02-2021 50.0227 - 504617 404.62 %
18-03-2021 48.8196 - 492481 392.48 %
19-04-2021 47.7551 - 481742 381.74 %
18-05-2021 49.8018 - 502389 402.39 %
18-06-2021 53.3155 - 537834 437.83 %
19-07-2021 54.5769 - 550559 450.56 %
18-08-2021 54.8145 - 552956 452.96 %
20-09-2021 57.3761 - 578797 478.8 %
18-10-2021 60.8028 - 613364 513.36 %
18-11-2021 60.1723 - 607004 507.0 %
20-12-2021 54.8877 - 553694 453.69 %
18-01-2022 59.1517 - 596708 496.71 %
18-02-2022 56.4945 - 569903 469.9 %
21-03-2022 55.6806 - 561693 461.69 %
18-04-2022 57.1965 - 576985 476.99 %
18-05-2022 54.0737 - 545483 445.48 %
20-06-2022 52.1062 - 525635 425.64 %
18-07-2022 58.3139 - 588257 488.26 %
18-08-2022 63.2757 - 638310 538.31 %
19-09-2022 63.945 - 645062 545.06 %
18-10-2022 63.6602 - 642189 542.19 %
18-11-2022 62.8135 - 633648 533.65 %
19-12-2022 64.284 - 648482 548.48 %
18-01-2023 61.391 - 619298 519.3 %
20-02-2023 60.8605 - 613946 513.95 %
20-03-2023 59.1126 - 596314 496.31 %
18-04-2023 60.7719 - 613053 513.05 %
18-05-2023 62.8791 - 634309 534.31 %
19-06-2023 67.8057 - 684008 584.01 %
18-07-2023 70.0315 - 706461 606.46 %
18-08-2023 71.1257 - 717499 617.5 %
18-09-2023 74.4341 - 750874 650.87 %
18-10-2023 75.9481 - 766146 666.15 %
20-11-2023 76.8852 - 775600 675.6 %
18-12-2023 79.3613 - 800578 700.58 %
18-01-2024 80.4968 - 812033 712.03 %
19-02-2024 81.1211 - 818330 718.33 %
18-03-2024 78.9022 - 795947 695.95 %
18-04-2024 81.2292 - 819421 719.42 %
21-05-2024 84.6984 - 854417 754.42 %
18-06-2024 90.6235 - 914188 814.19 %
18-07-2024 94.5699 - 953999 854.0 %
19-08-2024 96.9497 - 978006 878.01 %
18-09-2024 103.5231 - 1044317 944.32 %
18-10-2024 100.7001 - 1015839 915.84 %
18-11-2024 94.5695 - 953995 853.99 %
18-12-2024 98.8327 - 997001 897.0 %
14-01-2025 93.3268 - 941459 841.46 %

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 11.59 0.89 2.42 0.88 - -
Equity: Thematic-Consumption - - - - - -

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

Amount :
Start :
End :
Period
Data as on - 14-01-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 14.39 23.21 16.07 16.43 13.79
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 20.53 0.0 0.0 0.0 0.0
HSBC Consumption Fund - Regular Growth 31-08-2023 19.56 0.0 0.0 0.0 0.0
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 16.52 27.46 16.5 19.3 0.0
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 15.59 23.87 14.8 18.27 0.0
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 15.47 20.38 10.54 14.82 10.77
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 14.42 23.39 18.14 21.48 15.68
HDFC Non-Cyclical Consumer Fund - Growth Option 05-07-2023 13.7 0.0 0.0 0.0 0.0
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 13.57 22.01 17.63 21.74 13.31
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 13.22 21.53 14.05 18.96 15.21

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

Asset Allocation (%)

Allocation Percentage (%)

Market Cap Distribution

Small Cap

13.36%

Others

4.86%

Large Cap

73.12%

Mid Cap

8.6%

Total

100%