Sundaram Rural and Consumption Fund - Growth - Regular Plan

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  • Net Change on 28-02-2020

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Fund Overview Growth | Regular Plan

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  • 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 -1.32 4.20 12.68 7.47 11.09 11.31
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 12.68 7.47 11.09 2.15 1,957.22
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 13.91 10.23 7.67 2.11 2,734.56
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 19.79 12.67 11.41 2.39 1,484.84
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 9.30 3.70 4.23 2.33 1,052.42
L&T Business Cycles Fund - Regular Plan - Growth Option Aug 20, 2014 15.67 5.13 5.05 2.49 671.21
Tata Ethical Fund Regular Plan - Growth May 24, 1996 9.05 7.53 4.77 2.53 578.94

Fund Holdings as on 31-January-2020

  • Hindustan UniLever Ltd

  • Tata Global Beverages Ltd

  • Varun Beverages Ltd

  • City Union Bank Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • SBI Life Insurance Company Ltd

  • Mahindra & Mahindra Ltd

  • Asian Paints Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bata India Ltd

  • Tata Chemicals Ltd

  • The Ramco Cements Ltd

  • Creditaccess Grameen Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • V-Guard Industries Ltd

  • Ujjivan Financial Services Ltd

  • ITC Ltd

  • TTK Prestige Ltd

  • Nestle India Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Greenlam Industries Ltd

  • Grasim Industries Ltd

  • Dabur India Ltd

  • Coromandel International Ltd

  • Whirlpool of India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Voltas Ltd

  • Heritage Foods Ltd

  • United Spirits Ltd

  • Blue Star Ltd

  • Hero MotoCorp Ltd

  • Bayer Cropscience Ltd

  • Maruti Suzuki India Ltd

  • Bajaj Finance Ltd

  • Britannia Industries Ltd

  • PVR Ltd

  • Chambal Fertilizers & Chemicals Ltd

  • Balrampur Chini Mills Ltd

  • Lemon Tree Hotels Ltd

  • Astec LifeSciences Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Larsen & Toubro Ltd

  • The India Cements Ltd

  • Navin Fluorine International Ltd

  • Shriram City Union Finance Ltd

  • TREPS

  • Cash and Other Net Current Assets

  • Himatsingka Seide Ltd

  • Mcleod Russel India Ltd

  • Reverse Repo

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  • Household & Personal Products

  • Bank - Private

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Insurance

  • Tea/Coffee

  • Retailing

  • Automobiles - Passenger Cars

  • Chemicals

  • Cement & Construction Materials

  • Air Conditioners

  • Paints

  • Fertilizers

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Finance Term Lending

  • Cigarettes/Tobacco

  • Laminates/Decoratives

  • Diversified

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Film Production, Distribution & Entertainment

  • Miscellaneous

  • Sugar

  • Hotel, Resort & Restaurants

  • Travel Services

  • Engineering - Construction

  • Textile

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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 ₹1,957.22 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 down ₹-1.16(-2.64%)yesterday to ₹42.7594.

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

Fund Manager

  • Cash

  • Equity

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