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Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ monitor_heart Health Score: 51/100 · AverageSundaram Mutual Fund · Equity · Thematic
₹26.96
AUM: ₹1,422 Cr
NAV updated 14 days ago
Plan
Direct
Option
Idcw
Risk
Very High
Expense Ratio
1.64%
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
-1.45
Std Dev (1Y)
17.69%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+6.6%
3m
+4.94%
6m
-3.22%
1y
-4.93%
3y
+11.06%
5y
+12.11%
10y
+12.4%
since inception
+5.8%
rate_review TopFund's Take on Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) sits in the middle of the pack for Thematic funds, 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 51/100.
Cost: At 1.64%, the expense ratio runs 45% above the Thematic category average of 1.13%. 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 -1.45 — 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 17.69% is fairly typical for actively managed equity 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.
donut_small Sector Allocation
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info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹26.96. NAV is updated every business day after market close by AMFI.
1Y: -4.93% · 3Y CAGR: 11.06% · 5Y CAGR: 12.11%
The expense ratio is 1.64% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is managed by S Krishnakumar at Sundaram Mutual Fund.
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) is ₹1,422 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.