Sundaram Consumption Fund
Direct · Growth ₹107.70
05 Aug 2026
NAV
16.3%
3Y CAGR
14.9%
5Y CAGR
15.7%
10Y CAGR
15.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.73
Sharpe
-35.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.90 L | 18.2% | -52.2% | 75.3% |
| 3 Years | ₹36.00 L | ₹46.34 L | 15.9% | -21.0% | 36.0% |
| 5 Years | ₹60.00 L | ₹84.19 L | 14.5% | -6.4% | 29.0% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 14.0% | 2.0% | 22.8% |
| 10 Years | ₹1.20 Cr | ₹2.64 Cr | 14.9% | 10.2% | 19.4% |
| 12 Years | ₹1.44 Cr | ₹3.82 Cr | 14.8% | 11.3% | 17.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.2% | 14.5% | 13.8% | +3.7% |
| 3 Years | 15.9% | 11.2% | 16.8% | +4.7% |
| 5 Years | 14.5% | 10.4% | 17.0% | +4.1% |
| 7 Years | 14.0% | 10.6% | 16.5% | +3.4% |
| 10 Years | 14.9% | 11.5% | 16.8% | +3.5% |
| 12 Years | 14.8% | 11.4% | 16.3% | +3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.4% | 14.8% | -28.9% | 72.5% | 0.61 | 1.81 | 82% | — | — |
| 3 Years | 16.3% | 17.4% | -6.3% | 34.5% | 1.26 | 4.69 | 95% | — | — |
| 5 Years | 14.9% | 14.1% | 3.6% | 27.0% | 1.68 | 68.89 | 100% | — | — |
| 10 Years | 15.7% | 15.5% | 12.0% | 18.8% | 5.73 | — | 100% | — | — |
-35.7%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-6.2%
Avg Drawdown
Calmar Ratio by Duration
0.49
1Y
0.46
3Y
0.42
5Y
0.39
7Y
0.44
10Y
0.46
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.41 | 0.96 | 91.3% | 90.2% | 0.2% | -0.4% |
| 3 Years | +4.80 | 0.81 | 85.1% | 77.8% | 12.5% | 8.0% |
| 5 Years | +4.69 | 0.81 | 81.7% | 74.7% | 12.9% | 8.7% |
| 7 Years | +4.30 | 0.79 | 79.1% | 73.1% | 15.5% | 12.4% |
| 10 Years | +2.28 | 0.81 | 80.7% | 76.7% | 12.5% | 11.2% |
| 12 Years | +4.76 | 0.82 | 83.3% | 76.8% | 14.3% | 10.2% |
| 15 Years | +3.59 | 0.81 | 83.1% | 77.3% | 12.8% | 9.9% |
36
Total Holdings
56.3%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd | 8.63% |
| 2 | Zomato Ltd | 7.93% |
| 3 | Mahindra & Mahindra Ltd | 7.27% |
| 4 | Titan Company Ltd | 6.59% |
| 5 | ITC Ltd | 5.63% |
| 6 | Apollo Hospitals Enterprise Ltd | 5.23% |
| 7 | Nestle India Ltd | 4.26% |
| 8 | Interglobe Aviation Ltd | 3.69% |
| 9 | S.J.S. Enterprises Ltd | 3.67% |
| 10 | TVS Motor Company Ltd | 3.36% |