Sundaram Rural and Consumption Fund - Growth - Regular Plan

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  • (-2.29%)Nav, as on 19-05-2022

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  • Net Change on 19-05-2022

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 -6.12 -6.48 5.93 9.81 6.28 10.94
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY CONSUMPTION - 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 5.93 9.81 6.28 2.30 1,156.86
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 14.21 26.77 26.81 1.95 5,583.70
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 4.63 11.89 10.38 2.07 4,272.22
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 11.19 29.08 25.84 2.21 3,160.77
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 8.44 15.30 12.20 1.85 2,661.73
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 16.80 16.05 9.09 2.29 1,518.41

Fund Holdings as on 30-April-2022

  • Hindustan UniLever Ltd

  • Titan Company Ltd

  • Varun Beverages Ltd

  • Maruti Suzuki India Ltd

  • TATA Consumer Products Ltd

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Page Industries Ltd

  • Asian Paints Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • ITC Ltd

  • United Spirits Ltd

  • Voltas Ltd

  • TREPS

  • SBI Life Insurance Company Ltd

  • Bajaj Finance Ltd

  • Westlife Development Ltd

  • Ultratech Cement Ltd

  • Godrej Consumer Products Ltd

  • Nestle India Ltd

  • Avenue Supermarts Ltd

  • Bata India Ltd

  • Kalyan Jewellers India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Devyani international limited

  • Info Edge (India) Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Britannia Industries Ltd

  • Brigade Enterprises Ltd

  • Marico Ltd

  • Heritage Foods Ltd

  • Mahindra & Mahindra Ltd

  • VIP Industries Ltd

  • Tata Motors Ltd

  • Cash and Other Net Current Assets

  • Somany Ceramics Ltd

  • TVS Motor Company Ltd

  • Safari Industries (India) Ltd

  • Reverse Repo

  • Computer Age Management Services Ltd

  • Nazara Technologies Ltd

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  • Consumer Food

  • Household & Personal Products

  • Bank - Private

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Tea/Coffee

  • Textile

  • Paints

  • Consumer Durables - Domestic Appliances

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Miscellaneous

  • Air Conditioners

  • Retailing

  • Insurance

  • Finance - NBFC

  • Finance - Others

  • Cement & Construction Materials

  • BPO/ITeS

  • e-Commerce

  • Construction - Real Estate

  • Automobiles-Trucks/Lcv

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobile Two & Three Wheelers

  • IT - Software

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  • Cash

  • Equity

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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 ₹1,156.86 crore. Sundaram Rural and Consumption Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY CONSUMPTION - TRI as secondary index.

The NAV of Sundaram Rural and Consumption Fund ended down ₹-1.24(-2.29%)yesterday to ₹52.8351.

Among its top 3 holdings the fund has exposure to Hindustan UniLever Ltd, and

The Sundaram Rural and Consumption Fund is managed by Ratish Varier and Ashish Agarwal.

Fund House Contact

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

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