Sundaram Rural and Consumption Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

The primary investment objective of the Scheme is to generate returns by investing predominantlyin equity / equity-related instruments of companies engaged in rural and/or consumption business.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Rural and Consumption Regular Growth -2.96 -0.48 43.92 4.11 12.26 11.15
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Rural and Consumption Regular Growth May 12, 2006 43.92 4.11 12.26 2.31 1,336
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 62.12 11.78 12.68 2.00 3,518.07
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 75.51 10.16 12.79 2.52 1,795.16
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 113.25 27.25 20.56 2.36 1,160.97
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 69.61 3.92 11.12 2.36 981.14
Tata Ethical Fund Regular Plan - Growth May 24, 1996 56.50 11.29 11.94 2.45 801.78

Fund Holdings as on 31-March-2021

  • TATA Consumer Products Ltd

  • Hindustan UniLever Ltd

  • Varun Beverages Ltd

  • Mahindra & Mahindra Ltd

  • HDFC Bank Ltd

  • Asian Paints Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • The Ramco Cements Ltd

  • ICICI Bank Ltd

  • Voltas Ltd

  • ITC Ltd

  • SBI Life Insurance Company Ltd

  • TTK Prestige Ltd

  • Coromandel International Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Aditya Birla Fashion and Retail Ltd

  • The India Cements Ltd

  • Maruti Suzuki India Ltd

  • Whirlpool of India Ltd

  • Nestle India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Bajaj Finance Ltd

  • United Spirits Ltd

  • V-Guard Industries Ltd

  • Heritage Foods Ltd

  • Westlife Development Ltd

  • Greenlam Industries Ltd

  • The Phoenix Mills Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Titan Company Ltd

  • Creditaccess Grameen Ltd

  • Page Industries Ltd

  • Lemon Tree Hotels Ltd

  • Bata India Ltd

  • Kalyan Jewellers India Ltd

  • Hero MotoCorp Ltd

  • Navin Fluorine International Ltd

  • Himatsingka Seide Ltd

  • City Union Bank Ltd

  • TREPS

  • Cash and Other Net Current Assets

  • Reverse Repo

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  • Consumer Food

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Paints

  • Finance - NBFC

  • Insurance

  • Air Conditioners

  • Retailing

  • Cigarettes/Tobacco

  • Fertilizers

  • Diamond & Jewellery

  • Textile

  • Breweries & Distilleries

  • Electric Equipment

  • Finance - Others

  • Laminates/Decoratives

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Automobile Two & Three Wheelers

  • Chemicals

  • Miscellaneous

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About Sundaram Rural and Consumption Fund

Scheme Analysis

Sundaram Rural and Consumption Fund is a Equity - Thematic Fund - Other fund and belongs to Sundaram Mutual Fund. It was launched on 12-May-2006 and currently has an AUM of ₹1,336 crore. Sundaram Rural and Consumption Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Rural and Consumption Fund ended up ₹0.32(0.65%)yesterday to ₹48.8233.

Among its top 3 holdings the fund has exposure to TATA Consumer Products Ltd, and

The Sundaram Rural and Consumption Fund is managed by S. Bharath and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156