Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 119595

Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) • Direct Plan • GROWTH

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

Latest NAV (2026-11-09)
₹106.2613
AMFI Code / ISIN
119595 / INF903J01NH5
Category Peer Standing
#400 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2013-01-02 to 2026-11-09 (3,410 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
-3.26% p.a.
3Y CAGR
+8.97% p.a.
5Y CAGR
+10.50% p.a.
10Y CAGR
+11.92% p.a.
Since Inception CAGR
+13.93% p.a.
Sortino Ratio (3Y)
0.26
Sharpe Ratio (3Y)
0.18
Calmar Ratio
0.25
Annualized Volatility (3Y)
+13.53%
Maximum Drawdown
-35.74%
1Y / 3Y / 5Y Rolling Mean CAGR
+16.95% / +16.10% / +14.73%

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

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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