Sundaram Consumption Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Latest (Updated on 31st Dec 2017)

Crisil Rank
(Updated on 30th Sep 2017)

Crisil Rank
(Updated on 30th Jun 2017)

Crisil Rank
(Updated on 31st Mar 2017)

Crisil Rank
(Updated on 31st Dec 2016)

Crisil Rank

Returns (NAV as on 28th November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	21-Nov-25	9953.70	-0.46%	-	0.63%	225/237
1 Month	28-Oct-25	9842.10	-1.58%	-	0.00%	206/240
3 Month	28-Aug-25	10132.90	1.33%	-	4.84%	210/237
6 Month	28-May-25	10494.10	4.94%	-	5.86%	133/226
YTD	01-Jan-25	10141.50	1.42%	-	4.55%	124/211
1 Year	28-Nov-24	10336.90	3.37%	3.37%	4.70%	112/199
2 Year	28-Nov-23	12898.10	28.98%	13.55%	17.66%	126/155
3 Year	28-Nov-22	15770.80	57.71%	16.38%	18.43%	80/128
5 Year	27-Nov-20	22102.80	121.03%	17.17%	20.01%	68/104
10 Year	27-Nov-15	37921.10	279.21%	14.24%	14.34%	42/75
Since Inception	15-May-06	100100.00	901.00%	12.50%	12.46%	125/219

Returns Calculator

SIP Returns (NAV as on 28th November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	28-Nov-24	12000	12636.07	5.3 %	9.92 %
2 Year	28-Nov-23	24000	26389.15	9.95 %	9.39 %
3 Year	28-Nov-22	36000	44805.57	24.46 %	14.71 %
5 Year	27-Nov-20	60000	88990.75	48.32 %	15.74 %
10 Year	27-Nov-15	120000	252404.01	110.34 %	14.22 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.20%	-1.58%	1.33%	4.94%	2.11%	3.37%	13.55%	16.38%	17.17%
Nifty 50	-0.05%	1.03%	6.95%	5.86%	10.82%	9.57%	14.76%	12.16%	15.09%
Benchmark: Nifty India Consumption TRI	0.18%	-0.56%	3.45%	9.97%	10.84%	10.97%	19.90%	18.33%	19.54%
Category Average	-0.04%	0.00%	4.84%	5.86%	4.55%	4.70%	17.66%	18.43%	20.01%
Category Rank	35/211	206/240	210/237	133/226	124/211	112/199	126/155	80/128	68/104
Best in Category	1.72%	4.35%	17.90%	53.98%	47.80%	58.76%	39.62%	36.99%	34.14%
Worst in Category	-0.90%	-4.00%	-3.46%	-9.05%	-19.27%	-14.51%	2.95%	7.46%	2.79%

quartely results (NAV as on 28th November, 2025)

Period

This Fund

Nifty 50

Nifty India Consumption TRI

Category Average

2025

1.26%

10.36%

3.91%

Q4 - 2025	1.74%	5.50%	--	3.13%
Q3 - 2025	-0.55%	-3.64%	--	-0.78%
Q2 - 2025	11.51%	10.15%	--	8.03%
Q1 - 2025	-9.98%	-2.43%	--	-2.54%

2024

18.28%

8.75%

17.46%

Q4 - 2024	-7.65%	-8.34%	--	-5.84%
Q3 - 2024	15.68%	6.91%	--	9.00%
Q2 - 2024	11.28%	7.48%	--	12.41%
Q1 - 2024	-0.48%	3.31%	--	6.48%

2023

28.52%

19.48%

28.15%

Q4 - 2023	10.96%	11.33%	--	12.40%
Q3 - 2023	7.45%	1.07%	--	7.45%
Q2 - 2023	15.77%	10.29%	--	8.99%
Q1 - 2023	-5.64%	-4.60%	--	-2.64%

2022

9.35%

3.24%

2.73%

Q4 - 2022	-2.04%	7.76%	--	4.21%
Q3 - 2022	17.86%	8.52%	--	11.21%
Q2 - 2022	-4.72%	-10.70%	--	-8.45%
Q1 - 2022	-2.60%	-0.91%	--	0.68%

2021

17.16%

23.79%

28.59%

Q4 - 2021	-1.40%	-1.02%	--	1.10%
Q3 - 2021	8.58%	12.36%	--	9.86%
Q2 - 2021	7.72%	5.75%	--	11.77%
Q1 - 2021	2.53%	4.80%	--	8.71%

2020

13.08%

14.77%

15.95%

Q4 - 2020	17.61%	22.46%	--	19.77%
Q3 - 2020	7.69%	7.84%	--	9.11%
Q2 - 2020	20.41%	24.82%	--	19.14%
Q1 - 2020	-24.89%	-29.43%	--	-24.43%

2019

2.91%

11.53%

7.15%

Q4 - 2019	4.12%	7.12%	--	4.63%
Q3 - 2019	0.11%	-3.30%	--	-2.02%
Q2 - 2019	-2.47%	1.68%	--	1.04%
Q1 - 2019	2.22%	6.96%	--	5.29%

2018

-7.38%

4.09%

-7.04%

Q4 - 2018	4.88%	-1.32%	--	1.03%
Q3 - 2018	-4.80%	3.29%	--	-1.59%
Q2 - 2018	0.61%	4.36%	--	-5.72%
Q1 - 2018	-7.70%	-2.14%	--	-6.30%

2017

38.69%

27.58%

35.64%

Q4 - 2017	10.96%	5.84%	--	11.34%
Q3 - 2017	2.40%	2.54%	--	3.91%
Q2 - 2017	6.46%	3.06%	--	4.16%
Q1 - 2017	14.65%	12.16%	--	14.07%

2016

20.77%

2.72%

4.64%

Q4 - 2016	-5.25%	-6.39%	--	-4.49%
Q3 - 2016	9.28%	3.40%	--	6.62%
Q2 - 2016	11.61%	7.45%	--	6.23%
Q1 - 2016	-1.86%	-2.82%	--	-4.64%

2015

6.15%

-4.08%

0.58%

Q4 - 2015	4.28%	-0.06%	--	1.64%
Q3 - 2015	-0.35%	-5.96%	--	-2.95%
Q2 - 2015	2.13%	-2.54%	--	-1.05%
Q1 - 2015	0.19%	2.50%	--	3.40%

2014

46.6%

31.44%

48.81%

Q4 - 2014	8.30%	4.24%	--	9.65%
Q3 -	--	4.32%	--	--
Q2 - 2014	19.29%	13.25%	--	23.20%
Q1 - 2014	5.46%	6.39%	--	6.68%

Best Quarters

Period	This Fund	Nifty 50	Nifty India Consumption TRI	Category Average
Q2 - 2020	20.41%	24.82%	--	19.14%
Q2 - 2014	19.29%	13.25%	--	23.2%
Q3 - 2022	19.26%	8.52%	--	11.21%

Worst Quarters

Period	This Fund	Nifty 50	Nifty India Consumption TRI	Category Average
Q1 - 2020	-24.89%	-29.43%	--	-24.43%
Q1 - 2025	-9.98%	-2.43%	--	-2.54%
Q1 - 2020	-24.76%	-29.43%	--	-24.43%