Sundaram Rural and Consumption Fund - Growth - Regular Plan

Other Plans and Options
  • 2.06 %Nav, as on 27-11-2020

  • Previous Nav

  • Net Change on 27-11-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 10.34 8.57 7.44 1.74 11.39 10.93
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 7.44 1.74 11.39 2.23 1,428.01
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 6.21 7.94 9.98 2.14 2,796.36
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 7.91 7.54 13.05 2.31 1,561.31
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -4.08 -4.68 5.07 2.49 758.78
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 45.08 23.61 16.59 2.67 683.71
Tata Ethical Fund Regular Plan - Growth May 24, 1996 17.29 5.64 8.10 2.49 633.81

Fund Holdings as on 31-October-2020

  • Hindustan UniLever Ltd

  • TATA Consumer Products Ltd

  • Asian Paints Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Mahindra & Mahindra Ltd

  • HDFC Bank Ltd

  • Varun Beverages Ltd

  • The Ramco Cements Ltd

  • ICICI Bank Ltd

  • SBI Life Insurance Company Ltd

  • Voltas Ltd

  • City Union Bank Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Coromandel International Ltd

  • TTK Prestige Ltd

  • Nestle India Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bayer Cropscience Ltd

  • Dabur India Ltd

  • ITC Ltd

  • V-Guard Industries Ltd

  • Navin Fluorine International Ltd

  • Whirlpool of India Ltd

  • Greenlam Industries Ltd

  • Maruti Suzuki India Ltd

  • Britannia Industries Ltd

  • Heritage Foods Ltd

  • United Spirits Ltd

  • The India Cements Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Hero MotoCorp Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Bata India Ltd

  • Creditaccess Grameen Ltd

  • Margin Money For Derivatives

  • Bajaj Finance Ltd

  • The Phoenix Mills Ltd

  • Titan Company Ltd

  • Ujjivan Financial Services Ltd

  • Lemon Tree Hotels Ltd

  • Himatsingka Seide Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Shriram City Union Finance Ltd

  • TREPS

  • Aditya Birla Fashion and Retail Ltd - Partly Paid Right Shares

  • Reverse Repo

View More

  • Consumer Food

  • Household & Personal Products

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Paints

  • Finance - NBFC

  • Retailing

  • Air Conditioners

  • Fertilizers

  • Pesticides & Agrochemicals

  • Cigarettes/Tobacco

  • Electric Equipment

  • Chemicals

  • Laminates/Decoratives

  • Breweries & Distilleries

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Diamond & Jewellery

  • Finance Term Lending

  • Hotel, Resort & Restaurants

  • Textile

View More

Fund Manager

  • Cash

  • Equity

  • Rights

View More

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 ₹1,428.01 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 ₹0.92(2.06%)yesterday to ₹45.2883.

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