28
ConsumptionAvoid
Sundaram Consumption
Sundaram · Direct–Growth · rank #20 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-10.4%
-5.7% vs index
3 Years
6.7%
-2.6% vs index
5 Years
9.1%
+1.2% vs index
Since launch
13.4%
Year-by-year performance
2021
+20.4%-10.3% vs index
2022
+10.4%+6.6% vs index
2023
+31.4%+4.8% vs index
2024
+21.1%+5.5% vs index
2025
+0.8%-6.9% vs index
2026
-7.9%-1.9% vs index
Why this score
Sundaram Consumption scores 28/100 — #20 of 25 Consumption fund (Avoid). The main drag is its 3y return (better than only 12% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
3Y return6.73% · 12th percentile in category
5Y return9.07% · 32nd percentile in category
Expense ratio1.67% · 10th percentile in category
Volatility17.05 · 28th percentile in category
1Y return-10.44% · 12th percentile in category
Sharpe ratio0.24 · 38th percentile in category
Top holdings
1.Zomato Ltd9.11%
2.Bharti Airtel Ltd8.29%
3.ITC Ltd8.06%
4.Mahindra & Mahindra Ltd7.06%
5.TVS Motor Company Ltd4.61%
36 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.