Sundaram Consumption Fund - Direct - Growth
A Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
15.85%
Expense Ratio
1.21%
as of 01/02/2026
AUM
₹164.16 Cr
Qtr End: Dec 25
NAV
₹98.738
as of 02/03/2026
3Y Returns (CAGR)
15.85%
Expense Ratio
1.21%
as of 01/02/2026
AUM
₹164.16 Cr
Qtr End: Dec 25
NAV
₹98.738
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹15.2k
Abs. Returns52.0%
CAGR15.0%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -9.16% | -31.91% | 12.74% |
| 6M | -10.89% | -20.60% | 10.60% |
| 1Y | 3.47% | 3.47% | 11.61% |
| 3Y | 55.48% | 15.85% | 11.72% |
| 5Y | 89.26% | 13.61% | 13.05% |
Scheme Details
- Launch Date
- 20/03/2006
- Fund Age
- 19.9 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct - Growth | 45.42% | 1.05% | ₹92.83 |
| Franklin Asian Equity Fund - Direct - Growth | 18.65% | 1.67% | ₹131.92 |
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| WhiteOak Capital Banking & Financial Services Fund - Direct - Growth | - | 0.67% | ₹29.68 |
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| Sundaram Services Fund - Direct - Growth | 19.28% | 0.68% | ₹392.47 |