Sundaram Consumption Fund
Direct · Growth ₹99.66
18 Jun 2026
NAV
16.3%
3Y CAGR
15.0%
5Y CAGR
15.9%
10Y CAGR
15.7%
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.
6.31
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 | ₹12.92 L | 18.4% | -52.2% | 75.3% |
| 3 Years | ₹36.00 L | ₹46.40 L | 16.0% | -21.0% | 36.0% |
| 5 Years | ₹60.00 L | ₹84.50 L | 14.6% | -6.4% | 29.0% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 14.0% | 2.0% | 22.8% |
| 10 Years | ₹1.20 Cr | ₹2.65 Cr | 15.1% | 10.2% | 19.4% |
| 12 Years | ₹1.44 Cr | ₹3.84 Cr | 15.0% | 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 | 18.4% | 14.5% | 13.5% | +3.9% |
| 3 Years | 16.0% | 11.2% | 17.4% | +4.9% |
| 5 Years | 14.6% | 10.4% | 17.1% | +4.1% |
| 7 Years | 14.0% | 10.6% | 16.6% | +3.5% |
| 10 Years | 15.1% | 11.5% | 16.9% | +3.6% |
| 12 Years | 15.0% | 11.4% | 16.6% | +3.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.7% | 15.1% | -28.9% | 72.5% | 0.62 | 1.88 | 83% | — | — |
| 3 Years | 16.3% | 17.5% | -6.3% | 34.5% | 1.26 | 4.69 | 95% | — | — |
| 5 Years | 15.0% | 14.2% | 3.6% | 27.0% | 1.68 | 68.74 | 100% | — | — |
| 10 Years | 15.9% | 15.6% | 12.0% | 18.8% | 6.31 | — | 100% | — | — |
-35.7%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-6.1%
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 | -2.59 | 0.97 | 88.5% | 92.1% | -6.1% | -3.8% |
| 3 Years | +2.48 | 0.80 | 83.7% | 78.6% | 10.5% | 8.4% |
| 5 Years | +3.45 | 0.81 | 81.0% | 75.0% | 11.8% | 8.8% |
| 7 Years | +2.87 | 0.79 | 78.7% | 74.1% | 12.8% | 10.8% |
| 10 Years | +1.97 | 0.81 | 80.8% | 77.0% | 12.4% | 11.4% |
| 12 Years | +4.36 | 0.82 | 83.5% | 77.4% | 13.8% | 10.1% |
| 15 Years | +3.14 | 0.81 | 82.9% | 77.7% | 12.2% | 9.7% |
33
Total Holdings
58.7%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd | 8.73% |
| 2 | Mahindra & Mahindra Ltd | 8.35% |
| 3 | ITC Ltd | 7.72% |
| 4 | Zomato Ltd | 7.70% |
| 5 | Titan Company Ltd | 6.25% |
| 6 | Apollo Hospitals Enterprise Ltd | 5.05% |
| 7 | Nestle India Ltd | 4.42% |
| 8 | Maruti Suzuki India Ltd | 4.03% |
| 9 | S.J.S. Enterprises Ltd | 3.57% |
| 10 | Hindustan UniLever Ltd | 2.87% |