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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund
Sundaram·
Sectoral/Thematic
1Y
-2.26%
3Y
+9.47%
5Y
+10.97%
Since Inception
+14.15%
Sharpe
0.41
Sortino
0.62
Max Drawdown
-23.73%
Volatility
15.05%
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
#212 of 242
Top 88%
3Y CAGR
#123 of 145
Top 85%
5Y CAGR
#67 of 104
Top 64%
Sharpe
#97 of 242
Top 40%