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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund
Sundaram·
Sectoral/Thematic
1Y
-4.98%
3Y
+9.51%
5Y
+10.84%
Since Inception
+13.76%
Sharpe
0.54
Sortino
0.83
Max Drawdown
-23.73%
Volatility
14.88%
Alpha
-1.40%
Beta
0.94
Info Ratio
-0.23
Up / Down Capture
90 / 94
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-13
AUM₹216 Cr (January - March 2026)
Expense ratio (Direct)1.33%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#213 of 238
Top 89%
3Y CAGR
#112 of 143
Top 78%
5Y CAGR
#69 of 103
Top 67%
Sharpe
#105 of 237
Top 44%