25
ConsumptionAvoid
Sundaram Consumption
Sundaram · Direct–Growth · rank #22 of 25 by Smart Score
Trailing returns
1 Year
-5.7%
-6.3% vs index
3 Years
10.2%
-2.0% vs index
5 Years
11.7%
-0.2% vs index
Since launch
13.9%
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
-6.0%-4.3% vs index
Why this score
Sundaram Consumption scores 25/100 — #22 of 25 Consumption fund (Avoid). The main drag is its 5y return (better than only 14% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
5Y return11.70% · 14th percentile in category
3Y return10.17% · 21st percentile in category
Expense ratio1.67% · 6th percentile in category
Volatility16.53 · 18th percentile in category
1Y return-5.74% · 8th percentile in category
Sharpe ratio0.40 · 39th percentile in category