Sundaram Consumption Fund Datagrid
Category Consumption Fund
BMSMONEY Rank 9
Rating
Growth Option 19-08-2026
NAV ₹97.31(R) +0.06% ₹107.71(D) +0.06%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.98% 10.79% 12.16% 14.25% 11.31%
Direct -1.09% 11.76% 13.17% 15.24% 12.25%
Nifty India Consumption TRI -0.86% 14.21% 13.72% 15.91% 13.09%
SIP (XIRR) Regular 7.03% 5.62% 10.66% 13.08% 11.75%
Direct 7.96% 6.56% 11.67% 14.11% 12.71%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.21 0.12 0.28 -0.64% 0.04
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
16.34% -30.08% -23.55% 0.96 12.33%
Fund AUM As on: 30/12/2025 1618 Cr
Top Consumption Fund
Fund Name Rank Rating
Tata India Consumer Fund 1
ICICI Prudential Bharat Consumption Fund 2
Mirae Asset Great Consumer Fund 3

NAV Date: 19-08-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 25.43
0.0100
0.0600%
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 28.64
0.0200
0.0600%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 97.31
0.0600
0.0600%
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) 107.71
0.0600
0.0600%

Review Date: 19-08-2026

Beginning of Analysis

In the Consumption Fund category, Sundaram Consumption Fund is the 8th ranked fund. The category has total 12 funds. The Sundaram Consumption Fund has shown an average past performence in Consumption Fund. The fund has a Jensen Alpha of -0.64% which is lower than the category average of -2.0%, showing poor performance. The fund has a Sharpe Ratio of 0.21 which is higher than the category average of 0.19.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Consumption Mutual Funds are ideal for investors seeking to capitalize on the growth potential of the consumption-driven economy. These funds invest in companies across various sub-sectors like FMCG, retail, automobiles, and hospitality, offering exposure to a diverse range of consumption-related businesses. While they provide the potential for long-term growth and defensive characteristics, they also carry higher risks due to their concentrated exposure to the consumption sector. Investors should have a long-term investment horizon and a moderate to high risk tolerance to invest in these funds. Additionally, monitoring consumer spending patterns and economic trends is crucial for success.

Sundaram Consumption Fund Return Analysis

The Sundaram Consumption Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Consumption Fund peers and the Nifty India Consumption TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Consumption Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 5.94%, 10.64 and 5.86 in last one, three and six months respectively. In the same period the category average return was 2.63%, 7.99% and 5.5% respectively.
  • Sundaram Consumption Fund has given a return of -1.09% in last one year. In the same period the Nifty India Consumption TRI return was -0.86%. The fund has given 0.23% less return than the benchmark return.
  • The fund has given a return of 11.76% in last three years and rank 10th out of twelve funds in the category. In the same period the Nifty India Consumption TRI return was 14.21%. The fund has given 2.45% less return than the benchmark return.
  • Sundaram Consumption Fund has given a return of 13.17% in last five years and category average returns is 12.95% in same period. The fund ranked 6th out of ten funds in the category. In the same period the Nifty India Consumption TRI return was 13.72%. The fund has given 0.55% less return than the benchmark return.
  • The fund has given a return of 12.25% in last ten years and ranked 6th out of eight funds in the category. In the same period the Nifty India Consumption TRI return was 13.09%. The fund has given 0.84% less return than the benchmark return.
  • The fund has given a SIP return of 7.96% in last one year whereas category average SIP return is 6.57%. The fund one year return rank in the category is 9th in 20 funds
  • The fund has SIP return of 6.56% in last three years and ranks 5th in 12 funds. Tata India Consumer Fund has given the highest SIP return (12.13%) in the category in last three years.
  • The fund has SIP return of 11.67% in last five years whereas category average SIP return is 10.93%.

Sundaram Consumption Fund Risk Analysis

  • The fund has a standard deviation of 16.34 and semi deviation of 12.33. The category average standard deviation is 16.06 and semi deviation is 12.08.
  • The fund has a Value at Risk (VaR) of -30.08 and a maximum drawdown of -23.55. The category average VaR is -28.87 and the maximum drawdown is -23.3. The fund has a beta of 0.89 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Consumption Fund Category
  • Good Performance in Consumption Fund Category
  • Poor Performance in Consumption Fund Category
  • Very Poor Performance in Consumption Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty India Consumption TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 5.86 2.22
    2.52
    		-2.51 | 5.86 1 | 26 Very Good
    3M Return % 10.40 6.57
    7.64
    		-4.70 | 15.12 3 | 26 Very Good
    6M Return % 5.39 3.33
    4.82
    		-7.53 | 14.39 10 | 26 Good
    1Y Return % -1.98 -0.86
    -1.39
    		-15.53 | 5.79 12 | 20 Average
    3Y Return % 10.79 14.21
    10.29
    		-2.71 | 15.25 7 | 12 Average
    5Y Return % 12.16 13.72
    11.65
    		5.99 | 14.31 5 | 10 Good
    7Y Return % 14.25 15.91
    14.79
    		8.25 | 17.94 7 | 10 Average
    10Y Return % 11.31 13.09
    12.66
    		8.52 | 15.85 6 | 8 Average
    15Y Return % 13.70 14.85
    14.56
    		11.60 | 16.21 5 | 6 Average
    1Y SIP Return % 7.03
    5.37
    		-15.39 | 15.81 7 | 19 Good
    3Y SIP Return % 5.62
    4.54
    		-7.91 | 10.73 4 | 12 Good
    5Y SIP Return % 10.66
    9.62
    		-0.61 | 14.31 4 | 10 Good
    7Y SIP Return % 13.08
    12.79
    		4.48 | 16.19 6 | 10 Good
    10Y SIP Return % 11.75
    12.45
    		6.40 | 14.96 6 | 8 Average
    15Y SIP Return % 13.38
    13.26
    		9.24 | 15.30 5 | 7 Average
    Standard Deviation 16.34
    16.06
    		15.24 | 16.93 8 | 12 Average
    Semi Deviation 12.33
    12.08
    		11.19 | 12.81 9 | 12 Average
    Max Drawdown % -23.55
    -23.30
    		-28.98 | -20.28 8 | 12 Average
    VaR 1 Y % -30.08
    -28.87
    		-31.17 | -23.81 9 | 12 Average
    Average Drawdown % 12.51
    8.40
    		4.94 | 13.16 2 | 12 Very Good
    Sharpe Ratio 0.21
    0.19
    		-0.50 | 0.48 8 | 12 Average
    Sterling Ratio 0.28
    0.28
    		-0.06 | 0.47 9 | 12 Average
    Sortino Ratio 0.12
    0.11
    		-0.16 | 0.24 7 | 12 Average
    Jensen Alpha % -0.64
    -2.00
    		-12.26 | 2.62 4 | 12 Good
    Treynor Ratio 0.04
    0.04
    		-0.09 | 0.09 8 | 12 Average
    Modigliani Square Measure % 3.47
    3.08
    		-8.24 | 7.78 8 | 12 Average
    Alpha % -1.19
    -2.84
    		-14.44 | 2.47 4 | 12 Good
    Return data last Updated On : Aug. 19, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty India Consumption TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 5.94 2.22 2.63 -2.45 | 5.94 1 | 26 Very Good
    3M Return % 10.64 6.57 7.99 -4.52 | 15.50 3 | 26 Very Good
    6M Return % 5.86 3.33 5.50 -7.17 | 15.26 10 | 26 Good
    1Y Return % -1.09 -0.86 -0.11 -14.83 | 7.12 14 | 20 Average
    3Y Return % 11.76 14.21 11.60 -1.88 | 16.71 10 | 12 Poor
    5Y Return % 13.17 13.72 12.95 6.91 | 15.78 6 | 10 Good
    7Y Return % 15.24 15.91 16.13 9.14 | 19.30 8 | 10 Average
    10Y Return % 12.25 13.09 13.90 9.42 | 17.51 6 | 8 Average
    1Y SIP Return % 7.96 6.57 -14.71 | 17.22 9 | 20 Good
    3Y SIP Return % 6.56 5.80 -7.11 | 12.13 5 | 12 Good
    5Y SIP Return % 11.67 10.93 0.30 | 15.78 6 | 10 Good
    7Y SIP Return % 14.11 14.15 5.44 | 17.73 7 | 10 Average
    10Y SIP Return % 12.71 13.71 7.35 | 16.51 6 | 8 Average
    Standard Deviation 16.34 16.06 15.24 | 16.93 8 | 12 Average
    Semi Deviation 12.33 12.08 11.19 | 12.81 9 | 12 Average
    Max Drawdown % -23.55 -23.30 -28.98 | -20.28 8 | 12 Average
    VaR 1 Y % -30.08 -28.87 -31.17 | -23.81 9 | 12 Average
    Average Drawdown % 12.51 8.40 4.94 | 13.16 2 | 12 Very Good
    Sharpe Ratio 0.21 0.19 -0.50 | 0.48 8 | 12 Average
    Sterling Ratio 0.28 0.28 -0.06 | 0.47 9 | 12 Average
    Sortino Ratio 0.12 0.11 -0.16 | 0.24 7 | 12 Average
    Jensen Alpha % -0.64 -2.00 -12.26 | 2.62 4 | 12 Good
    Treynor Ratio 0.04 0.04 -0.09 | 0.09 8 | 12 Average
    Modigliani Square Measure % 3.47 3.08 -8.24 | 7.78 8 | 12 Average
    Alpha % -1.19 -2.84 -14.44 | 2.47 4 | 12 Good
    Return data last Updated On : Aug. 19, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Consumption Fund NAV Regular Growth Sundaram Consumption Fund NAV Direct Growth
    19-08-2026 97.3099 107.7135
    18-08-2026 97.2546 107.6497
    17-08-2026 97.7274 108.1705
    14-08-2026 98.1226 108.6003
    13-08-2026 97.5547 107.9693
    12-08-2026 97.3822 107.7758
    11-08-2026 97.5493 107.9583
    10-08-2026 97.5998 108.0117
    07-08-2026 97.5407 107.9387
    06-08-2026 97.1129 107.4628
    05-08-2026 97.3321 107.7028
    04-08-2026 96.5663 106.8529
    03-08-2026 96.748 107.0515
    31-07-2026 95.1263 105.2497
    30-07-2026 95.0311 105.1419
    29-07-2026 94.7318 104.8083
    28-07-2026 93.736 103.7041
    27-07-2026 93.2569 103.1717
    24-07-2026 91.6366 101.372
    23-07-2026 91.9469 101.7129
    22-07-2026 92.1013 101.8814
    21-07-2026 92.2727 102.0685
    20-07-2026 91.9212 101.6773

    Fund Launch Date: 20/Mar/2006
    Fund Category: Consumption Fund
    Investment Objective: The primary investment objective of the Scheme is togenerate returns by investing predominantly in equity /equity-related instruments of companies engaged in ruraland/or consumption business.
    Fund Description: Rural and Consumption Fund
    Fund Benchmark: Nifty 500 Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.