Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
Sundaram Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,333 cr
TER direct / regular
1.67% / 2.53%
CAGR (full)
12.8%
Sharpe (full)
0.48
Sharpe (bull ≤Sep-24)
3.69
Sharpe (sideways Oct-24→)
-0.60
Max drawdown
-28.0%
Months of data
164
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
13.9%
-7.1%
0.75
12
FY23
6.9%
4.0%
0.11
12
FY24
38.7%
-7.4%
3.17
12
FY25
10.2%
3.3%
0.29
12
FY26
-8.1%
-6.8%
-0.82
12
FY27*
13.5%
0.9%
1.05
6
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-8.3
-1.3
+5.7
+0.0
-4.0
-3.4
-5.0
+4.6
+9.0
+0.3
+5.3
+1.4
2014
-4.3
+3.7
+6.4
+1.0
+10.1
+7.4
-0.1
+4.5
+3.8
+2.5
+5.1
+0.7
+48.4
2015
+4.1
-0.3
-3.3
-1.5
+3.5
+0.3
+6.7
-6.3
-0.2
+1.3
+2.8
+0.2
+6.7
2016
-4.5
-7.9
+11.6
+5.9
+6.0
+5.4
+7.0
+2.5
+0.8
+4.1
-7.8
-1.1
+22.0
2017
+6.5
+3.7
+4.0
+4.6
+1.7
+0.3
+4.1
+0.9
-2.2
+6.7
+0.4
+3.8
+39.8
2018
-2.4
-3.0
-2.8
+7.4
-2.1
-4.1
+4.4
+3.3
-11.6
-2.7
+4.9
+2.8
-7.1
2019
-4.3
-0.7
+7.4
-1.6
+1.3
-2.0
-6.5
+1.6
+5.7
+3.7
-0.2
-0.2
+3.5
2020
+4.7
-3.4
-25.5
+11.3
-0.6
+6.5
+3.8
+4.9
-0.5
+0.2
+11.8
+6.1
+14.4
2021
-2.5
+4.7
+1.1
-1.9
+6.2
+4.2
+2.0
+3.7
+2.8
+1.4
-3.6
+1.1
+20.4
2022
-0.3
-2.5
+0.5
+2.1
-2.4
-3.3
+12.8
+5.3
+0.6
+0.8
+0.1
-2.8
+10.4
2023
-3.1
-1.8
-0.6
+4.3
+5.5
+5.4
+2.7
+3.6
+1.2
+0.2
+6.5
+4.2
+31.4
2024
-1.4
+0.3
+0.9
+3.1
+0.3
+8.3
+6.8
+3.2
+6.0
-9.0
+1.7
+0.3
+21.1
2025
-3.9
-8.5
+3.3
+6.1
+1.3
+3.4
-1.1
+1.5
-0.8
+3.3
-0.8
-2.1
+0.8
2026
-7.3
+0.3
-10.9
+10.9
-2.3
+3.0
+5.7
+2.0
-5.6
-6.0
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-10-03 07:25Z · data through Sep 2026 · leaderboard
· PMS leaderboard