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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 18.54%, with the bottom and top quartiles at 16.35% and 20.61% respectively. It has ranked in the top half of its category for 5 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.14% on assets of ₹1,428Cr. The fund is currently managed by Shalav Saket, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 75% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Varun Beverages Ltd | Consumer Defensive | 2.34% |
| Sapphire Foods India Limited | Consumer Cyclical | 1.23% |
| Tata Motors Limited | Consumer Cyclical | 0.91% |
| LG Electronics India Limited | Technology | 0.50% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobiles | 4 | 17.08% |
| Consumer Durables | 1 | 14.00% |
| Retailing | 4 | 13.09% |
| Diversified FMCG | 2 | 11.67% |
| Telecom - Services | 1 | 8.75% |
| Food Products | 3 | 7.73% |
| Healthcare Services | 2 | 4.61% |
| Leisure Services | 1 | 4.42% |
| Beverages | 1 | 4.22% |
| Auto Components | 1 | 2.98% |
| Transport Services | 1 | 2.69% |
| Realty | 1 | 1.94% |
| Personal Products | 1 | 0.99% |
| Finance | 1 | 0.97% |
| IT - Services | 1 | 0.95% |
| Capital Markets | 1 | 0.94% |
| Agricultural Commercial & Construction Vehicles | 1 | 0.91% |
| Financial Technology (Fintech) | 1 | 0.49% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -10.28% | 6.02% | 14.58% | 31.10% | 51.09% | 88.3% |
| 3Y | 9.56% | 16.35% | 18.54% | 20.61% | 23.53% | 100.0% |
| 5Y | 10.24% | 13.13% | 16.80% | 19.98% | 21.83% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 5.0% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| Tata India Consumer Fund-Regular Plan-Growth | Tata Mutual Fund | ₹2,591 Cr | 2.02% | +13.52% | +13.88% | 5★ |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | Mirae Asset Mutual Fund | ₹4,456 Cr | 1.91% | +10.33% | +12.61% | 4★ |
| CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹1,901 Cr | 2.06% | +10.13% | +11.60% | 4★ |
| BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹1,419 Cr | 2.16% | +9.43% | — | 4★ |
| UTI India Consumer Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹674 Cr | 2.42% | +9.35% | +10.07% | 3★ |
| Mahindra Manulife Consumption Fund- Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹504 Cr | 2.72% | +8.90% | +10.18% | 3★ |
| SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH | SBI Mutual Fund | ₹2,933 Cr | 2.54% | +7.39% | +12.58% | 3★ |
| LIC MF Consumption Fund-Regular Plan-Growth | LIC Mutual Fund | ₹472 Cr | 4.31% | — | — | — |
| HSBC Consumption Fund - Regular Growth | HSBC Mutual Fund | ₹1,692 Cr | 2.28% | — | — | 3★ |
| Union Consumption Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹317 Cr | 2.41% | — | — | — |