Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 103743

Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) • Regular Plan • IDCW (Income Distribution CUM Capital Withdrawal)

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹25.0419
AMFI Code / ISIN
103743 / INF903J01546
Category Peer Standing
#678 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2006-05-18 to 2026-11-09 (5,047 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-17.41% p.a.
3Y CAGR
+0.20% p.a.
5Y CAGR
+1.68% p.a.
10Y CAGR
+1.24% p.a.
Since Inception CAGR
+4.63% p.a.
Sortino Ratio (3Y)
-0.50
Sharpe Ratio (3Y)
-0.40
Calmar Ratio
0.00
Annualized Volatility (3Y)
+15.82%
Maximum Drawdown
-70.48%
1Y / 3Y / 5Y Rolling Mean CAGR
+7.53% / +6.04% / +5.68%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

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