Sundaram Mutual Fund
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Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Sundaram Mutual Fund · Sectoral/Thematic · Direct · IDCW2/5 ★

NAV · as of 11/09/2026

27.80

1D

-0.10%

1Y

-19.01%

Key stats

Expense ratio
1.08%
AUM
₹1.49 K Cr
Launched
01/01/2013
Fund manager
Rohit Seksaria; Shalav Saket; Anuj Bansal
Portfolio turnover
0.68%
Risk
Very High Risk
Min lump-sum
₹100
Min SIP
₹100/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

13/08/2026 to 11/09/2026

O - H - L -

29.1027.8013/08/202611/09/2026
1W-0.86%
1M-2.99%
3M+8.53%
6M+5.72%
1Y-19.01%
3Y-0.69%
5Y+3.22%
MAX+120.18%

Comparable peers

  • SBI Healthcare Opportunities IDCW Reinvest Direct Plan

    SBI Healthcare Opportunities IDCW Reinvest (DR) · ₹5.80 K Cr AUM

    1Y+22.13%
    3Y+24.61%
    -
  • HDFC Transportation & Logistics IDCW Reinvest Direct Plan

    HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM

    1Y+9.79%
    3Y+25.46%
    -
  • HDFC Transportation & Logistics IDCW Reinvest Direct Plan

    HDFC Transportation & Logistics IDCW Reinvest (DR) · ₹1.96 K Cr AUM

    1Y+9.79%
    3Y+25.46%
    -
  • HDFC Transportation & Logistics IDCW Payout Direct Plan

    HDFC Transportation & Logistics IDCW Payout (DP) · ₹1.96 K Cr AUM

    1Y+9.79%
    3Y+25.46%
    -
  • Sundaram Consumption IDCW Reinvest Direct Plan

    Sundaram Consumption IDCW Reinvest (DR) · ₹1.49 K Cr AUM

    1Y-6.96%
    3Y+8.25%
    -

Investment objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.

Scheme details

Scheme code
119594
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Sectoral/Thematic
Plan
Direct
Return type
IDCW
ISIN (Growth)
INF903J01NF9
ISIN (Div. Reinvest)
INF903J01NG7
Tradable on exchange
No

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