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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct 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 19.64%, with the bottom and top quartiles at 17.37% and 21.68% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 1.26% 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 85% of its portfolio classified as of 2026-05-29.
| 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.
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 |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 8.75% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 8.25% |
| ITC LIMITED | Consumer Defensive | 8.23% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 6.53% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 4.59% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 3.97% |
| TRENT LIMITED | Consumer Cyclical | 3.60% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 3.44% |
| S.J.S. ENTERPRISES LIMITED | Consumer Cyclical | 2.98% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 2.87% |
| INTERGLOBE AVIATION LIMITED | Industrials | 2.69% |
| WHIRLPOOL OF INDIA LIMITED | Consumer Cyclical | 2.53% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 2.45% |
| Varun Beverages Ltd | Consumer Defensive | 2.34% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 2.31% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 1.99% |
| BRIGADE ENTERPRISES LIMITED | Real Estate | 1.94% |
| UNITED SPIRITS LIMITED | Consumer Defensive | 1.88% |
| ASIAN PAINTS LIMITED | Basic Materials | 1.65% |
| KALYAN JEWELLERS INDIA LIMITED | Consumer Cyclical | 1.47% |
| ELECTRONICS MART INDIA LIMITED | Consumer Cyclical | 1.33% |
| SAFARI INDUSTRIES (INDIA) LIMITED | Consumer Cyclical | 1.32% |
| Sapphire Foods India Limited | Consumer Cyclical | 1.23% |
| BIKAJI FOODS INTERNATIONAL LIMITED | Consumer Defensive | 1.01% |
| GILLETTE INDIA LIMITED | Consumer Defensive | 0.99% |
| Sector | Holdings | Weight |
|---|---|---|
| Fast Moving Consumer Goods | — | 24.61% |
| Automobile and Auto Components | — | 20.06% |
| Consumer Services | — | 17.51% |
| Consumer Durables | — | 14.00% |
| Telecommunication | — | 8.75% |
| Healthcare | 2 | 4.61% |
| Services | — | 2.69% |
| Financial Services | 2 | 2.40% |
| Realty | — | 1.94% |
| Information Technology | — | 0.95% |
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.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -8.40% | 7.02% | 15.68% | 32.23% | 52.32% | 90.6% |
| 3Y | 11.09% | 17.37% | 19.64% | 21.68% | 24.62% | 100.0% |
| 5Y | 11.22% | 14.14% | 17.82% | 21.03% | 22.89% | 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 53.2% means concentration is in line with most actively-managed Indian equity funds. 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.
What an investor SIPping into this fund actually got during named market shocks.
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.