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

1.66% / 2.52%

CAGR (full)

14.5%

Sharpe (full)

0.58

Sharpe (bull ≤Sep-24)

3.69

Sharpe (sideways Oct-24→)

-0.42

Max drawdown

-28.0%

Months of data

163

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%	3.7%	0.11	12
FY24	38.7%	-7.6%	3.17	12
FY25	10.2%	3.2%	0.29	12
FY26	-8.1%	-6.9%	-0.82	12
FY27*	21.4%	3.0%	2.54	5

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	+3.0					+0.5

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 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard

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