Mutual funds · Sectoral / Thematic
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)
Sundaram Mutual Fund · Direct plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 119595
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF903J01NH5
- Plan / option
- Direct / Growth
- Fund age
- 13.9 years
- Rank in category
- 119 of 139 by 3-year CAGR
- Expense ratio (TER)
- 1.66% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +7.9%
3 months▼ -1.6%
6 months▲ +7.7%
1 year▼ -3.3%
3-year CAGR▲ +9.0%
5-year CAGR▲ +10.6%
10-year CAGR▲ +12.3%
Volatility (3y)13.6%
Sharpe (3y)0.28
Sortino (3y)0.40
Beta vs NIFTY 500.94
Max fall (3y)-23.7%
Computed from NAV (3408 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
| Regular · IDCW | 31.9314 |
| Regular · IDCW | 25.0419 |
| Direct · IDCW | 28.2579 |
| Regular · Growth | 95.8143 |
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.