Official AMFI data
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Sundaram

Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth)

Sectoral / ThematicEquity Rank 140 of 157

NAV · Regular-Growth

-0.47-0.48%

As of · AMFI

NAV growth-1.4%
Aug ’25Aug ’26
Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Trails its Sectoral / Thematic category on 1Y, 3Y & 5Y.

1Y return

-1.4%

-10.9 vs cat

3Y CAGR

+11.0%

-6.2 vs cat

5Y CAGR

+12.2%

-2.6 vs cat

AUM

fund size

Expense

direct plan

Volatility 3Y

16.5%

3Y std dev

Go deeper on Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth)

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) is a Sectoral / Thematic scheme from Sundaram. Long-run track record: about 12.2% CAGR over 5 years. Worst historical drawdown: -100% in May 2009, recovered in 62 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903J01561

NAV (Direct-Growth)

₹97.2546

Last 1Y

-1.38%

Aug 25Min ₹80.85 · Max ₹102.12 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

May 2009

-100.0%

Peak ₹20.91 on 7 Jan 2008 → trough ₹0.00 on 18 May 2009 (17 months down).

Recovered in 62 months· 6 Jun 2014

Mar 2020

-36.0%

Peak ₹45.33 on 8 Jan 2018 → trough ₹29.02 on 23 Mar 2020 (27 months down).

Recovered in 8 months· 1 Dec 2020

Mar 2026 — ongoing

-24.7%

Peak ₹107.41 on 23 Sept 2024 → trough ₹80.85 on 23 Mar 2026 (18 months down).

Not yet recovered

Mar 2007

-17.3%

Peak ₹12.27 on 5 Feb 2007 → trough ₹10.15 on 5 Mar 2007 (1 months down).

Recovered in 4 months· 29 Jun 2007

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.30%-0.40%107/ 286
1M+6.17%+2.47%20/ 286
3M+10.57%+8.01%65/ 286
6M+3.56%+6.33%152/ 278
YTD-0.73%+6.03%207/ 273
1Y-1.38%+9.52%236/ 258
2Y-0.18%+5.82%166/ 203
3Y+10.99%+17.18%140/ 157
5Y+12.15%+14.76%90/ 125
7Y+14.25%+18.88%89/ 104
10Y+11.33%+14.74%75/ 81

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.