Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
1.32%
AUM
₹9.21 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-59.81%
Poor
6 Months
-23.24%
Poor
1 Year
-8.38%
Poor
3 Years
+6.88%
Poor
5 Years
+6.40%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹9.21 Cr
Recent Trend
Growing
Stability Score
4.8
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-7.03%
3Y
3Y CAGR
+14.37%
5Y
5Y CAGR
-21.33%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
15.00%
Annualized standard deviation
Sharpe Ratio
0.266
Poor - Risk-adjusted return
Max Drawdown
-26.40%
High - Worst decline
Consistency
60.5%
Performance consistency
Volatility Breakdown
Daily Volatility
0.94%
Average daily price movement
Annualized Volatility
15.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance