33
ConsumptionAvoid
Sundaram Consumption
Sundaram · Direct–Growth · rank #17 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-2.9%
-5.9% vs index
3 Years
10.3%
-1.2% vs index
5 Years
11.7%
+1.4% vs index
Since launch
14.1%
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
-1.7%+0.3% vs index
Why this score
Sundaram Consumption scores 33/100 — #17 of 25 Consumption fund (Avoid). The main drag is its 3y return (better than only 21% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
3Y return10.35% · 21st percentile in category
Expense ratio1.66% · 2nd percentile in category
Volatility16.53 · 23rd percentile in category
5Y return11.73% · 41st percentile in category
Sortino ratio0.40 · 38th percentile in category
Sharpe ratio0.40 · 43rd percentile in category
Top holdings
1.Bharti Airtel Ltd8.76%
2.Zomato Ltd8.63%
3.Mahindra & Mahindra Ltd7.66%
4.Apollo Hospitals Enterprise Ltd5.14%
5.Titan Company Ltd4.78%
36 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.