Sundaram Rural and Consumption Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -4.76 -1.17 24.20 12.29 12.24 11.81
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 24.20 12.29 12.24 2.24 1,288.56
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 37.73 19.16 16.50 2.11 4,529.79
Tata Digital India Fund-Regular Plan-Growth Dec 28, 2015 82.39 39.38 33.48 2.02 3,842.31
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 76.72 40.47 33.00 2.19 2,658.13
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 37.93 20.10 18.62 2.22 2,544.61
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 58.78 18.92 14.80 2.55 1,301.52

Fund Holdings as on 31-October-2021

  • Hindustan UniLever Ltd

  • Varun Beverages Ltd

  • ICICI Bank Ltd

  • Asian Paints Ltd

  • ITC Ltd

  • HDFC Bank Ltd

  • TATA Consumer Products Ltd

  • Mahindra & Mahindra Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • The Ramco Cements Ltd

  • Voltas Ltd

  • Page Industries Ltd

  • TTK Prestige Ltd

  • Maruti Suzuki India Ltd

  • SBI Life Insurance Company Ltd

  • Titan Company Ltd

  • Bajaj Finance Ltd

  • Coromandel International Ltd

  • United Spirits Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Heritage Foods Ltd

  • Whirlpool of India Ltd

  • Kalyan Jewellers India Ltd

  • Nestle India Ltd

  • Westlife Development Ltd

  • Bata India Ltd

  • The Phoenix Mills Ltd

  • Marico Ltd

  • Lemon Tree Hotels Ltd

  • V-Guard Industries Ltd

  • Himatsingka Seide Ltd

  • Bajaj Auto Ltd

  • Cash and Other Net Current Assets

  • Zomato Ltd

  • VIP Industries Ltd

  • Devyani international limited

  • TREPS

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Avenue Supermarts Ltd

  • Reverse Repo

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  • Consumer Food

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Paints

  • Tea/Coffee

  • Textile

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Air Conditioners

  • Retailing

  • Insurance

  • Finance - NBFC

  • Fertilizers

  • Breweries & Distilleries

  • Finance - Others

  • Miscellaneous

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • e-Commerce

  • Automobile Two & Three Wheelers

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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 ₹1,288.56 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 ₹-0.51(-0.9%)yesterday to ₹56.9112.

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