Mutual funds · Sectoral / Thematic
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)
Sundaram Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 102142
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF903J01561
- Plan / option
- Regular / Growth
- Fund age
- 20.5 years
- Rank in category
- 118 of 139 by 3-year CAGR
- Expense ratio (TER)
- 2.52% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +7.9%
3 months▼ -1.8%
6 months▲ +7.2%
1 year▼ -4.1%
3-year CAGR▲ +8.1%
5-year CAGR▲ +9.6%
10-year CAGR▲ +11.3%
Volatility (3y)13.6%
Sharpe (3y)0.21
Sortino (3y)0.30
Beta vs NIFTY 500.94
Max fall (3y)-24.7%
Computed from NAV (5044 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 106.2613 |
| Regular · IDCW | 31.9314 |
| Regular · IDCW | 25.0419 |
| Direct · IDCW | 28.2579 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.