Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 48/100 · Weak
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)9.81%
- Expense ratio (20%)1.66%
- AUM (15%)₹1,516 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Equity · Thematic
₹104.7
AUM: ₹1,516 Cr
NAV updated 6 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.66%
Exit Load
Exit load of 0.5% if redeemed within 30 days
Fund Manager
S Krishnakumar
Inception
Jan 2013
Benchmark
NIFTY India Consumption Total Return Index
Sharpe Ratio
-0.36
Std Dev (1Y)
14.77%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.44%
3m
+4.76%
6m
+13.71%
1y
-5.96%
3y
+9.81%
5y
+11.36%
10y
+11.61%
since inception
+14.34%
TopFund's Take on Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) lags behind most of its peers in the Thematic category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 48/100.
Cost: At 1.66%, the expense ratio runs 68% above the Thematic category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.36 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.77% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
The current NAV (Net Asset Value) of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is ₹104.7. NAV is updated every business day after market close by AMFI.
1Y: -5.96% · 3Y CAGR: 9.81% · 5Y CAGR: 11.36%
The expense ratio of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is 1.66% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is managed by S Krishnakumar at Sundaram Mutual Fund.
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) is ₹1,516 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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