35
ConsumptionAvoid
Sundaram Consumption
Sundaram · Direct–Growth · rank #16 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-6.1%
-4.0% vs index
3 Years
9.3%
-0.5% vs index
5 Years
11.3%
+1.8% vs index
Since launch
14.0%
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
-2.8%+0.9% vs index
Why this score
Sundaram Consumption scores 35/100 — #16 of 25 Consumption fund (Avoid). The main drag is its 3y return (better than only 19% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
3Y return9.29% · 19th percentile in category
Expense ratio1.69% · 6th percentile in category
Volatility16.50 · 33rd percentile in category
Sharpe ratio0.40 · 38th percentile in category
Sortino ratio0.30 · 38th percentile in category
Alpha-2.32 · 38th percentile in category
Top holdings
1.Zomato Ltd9.23%
2.Bharti Airtel Ltd7.94%
3.Mahindra & Mahindra Ltd7.29%
4.Apollo Hospitals Enterprise Ltd5.03%
5.Titan Company Ltd4.93%
38 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.