Sundaram Rural and Consumption Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • 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 5.14 26.42 -5.81 -1.36 7.96 9.99
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 -5.81 -1.36 7.96 2.24 1,413.77
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 -7.37 3.79 5.62 2.30 2,291.19
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 -1.65 4.22 8.22 2.40 1,332.83
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -21.85 -5.57 0.82 2.50 708.61
Tata Ethical Fund Regular Plan - Growth May 24, 1996 1.65 3.21 3.70 2.54 514.75
L&T Business Cycles Fund - Regular Plan - Growth Option Aug 20, 2014 -17.06 -5.07 0.97 2.58 448.30

Fund Holdings as on 31-May-2020

  • TATA Consumer Products Ltd

  • Hindustan UniLever Ltd

  • Asian Paints Ltd

  • Varun Beverages Ltd

  • SBI Life Insurance Company Ltd

  • HDFC Bank Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Mahindra & Mahindra Ltd

  • Nestle India Ltd

  • The Ramco Cements Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • City Union Bank Ltd

  • ICICI Bank Ltd

  • Bata India Ltd

  • Coromandel International Ltd

  • V-Guard Industries Ltd

  • Dabur India Ltd

  • Bayer Cropscience Ltd

  • United Spirits Ltd

  • ITC Ltd

  • Reverse Repo

  • TTK Prestige Ltd

  • Britannia Industries Ltd

  • The India Cements Ltd

  • Whirlpool of India Ltd

  • Voltas Ltd

  • Greenlam Industries Ltd

  • Maruti Suzuki India Ltd

  • Navin Fluorine International Ltd

  • Heritage Foods Ltd

  • Creditaccess Grameen Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Hero MotoCorp Ltd

  • Ujjivan Financial Services Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Blue Star Ltd

  • Cash and Other Net Current Assets

  • Mahindra & Mahindra Financial Services Ltd

  • Bajaj Finance Ltd

  • Titan Company Ltd

  • Lemon Tree Hotels Ltd

  • Shriram City Union Finance Ltd

  • PVR Ltd

  • Himatsingka Seide Ltd

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  • Household & Personal Products

  • Consumer Food

  • Bank - Private

  • Tea/Coffee

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Retailing

  • Paints

  • Finance - NBFC

  • Miscellaneous

  • Air Conditioners

  • Fertilizers

  • Electric Equipment

  • Pesticides & Agrochemicals

  • Breweries & Distilleries

  • Cigarettes/Tobacco

  • Laminates/Decoratives

  • Chemicals

  • Automobile Two & Three Wheelers

  • Finance Term Lending

  • Travel Services

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Film Production, Distribution & Entertainment

  • Textile

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Fund Manager

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  • 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 ₹1,413.77 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 ₹0.57(1.49%)yesterday to ₹38.538.

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. Krishnakumar and S. Bharath.

Fund House Contact

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

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