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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund
Sundaram·
Sectoral/Thematic
1Y
-5.83%
3Y
+8.56%
5Y
+9.85%
Since Inception
+12.76%
Sharpe
0.48
Sortino
0.73
Max Drawdown
-24.73%
Volatility
14.87%
Alpha
-2.28%
Beta
0.94
Info Ratio
-0.34
Up / Down Capture
88 / 96
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹1.2K Cr (January - March 2026)
Expense ratio (Direct)1.33%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#218 of 238
Top 92%
3Y CAGR
#120 of 143
Top 84%
5Y CAGR
#75 of 103
Top 73%
Sharpe
#123 of 237
Top 52%