Sundaram Rural and Consumption Fund - Growth - Regular Plan

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  • (-0.72%)Nav, as on 27-01-2023

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  • Net Change on 27-01-2023

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  • 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 investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) -1.85 -4.87 6.76 10.63 6.51 11.37
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty India 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 Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) May 12, 2006 6.76 10.63 6.51 2.28 1,178.59
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 3.22 13.67 11.24 2.16 3,279.11
Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mar 29, 2011 5.87 13.66 10.71 2.04 2,043.63
Tata India Consumer Fund-Regular Plan-Growth Dec 28, 2015 1.99 12.73 7.82 2.22 1,394.71
ICICI Prudential FMCG Fund - Growth Mar 31, 1999 18.02 14.20 11.07 2.34 1,189.15
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH Jan 01, 2013 13.56 18.42 10.61 2.22 1,173.43

Fund Holdings as on 31-December-2022

  • Hindustan UniLever Ltd

  • Titan Company Ltd

  • TREPS

  • ITC Ltd

  • Maruti Suzuki India Ltd

  • Bharti Airtel Ltd

  • Cash and Other Net Current Assets

  • United Spirits Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Page Industries Ltd

  • Varun Beverages Ltd

  • Safari Industries (India) Ltd

  • Mahindra & Mahindra Ltd

  • Eicher Motors Ltd

  • Nestle India Ltd

  • Apollo Hospitals Enterprise Ltd

  • State Bank of India

  • Kalyan Jewellers India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Asian Paints Ltd

  • Westlife Foodworld Ltd

  • Brigade Enterprises Ltd

  • Britannia Industries Ltd

  • Zee Entertainment Enterprises Ltd

  • Devyani international limited

  • United Breweries Ltd

  • Avenue Supermarts Ltd

  • Godrej Consumer Products Ltd

  • INOX Leisure Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Info Edge (India) Ltd

  • Hatsun Agro Product Ltd

  • Sheela Foam Ltd

  • Electronics Mart India Ltd

  • Voltas Ltd

  • Somany Ceramics Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Green Panel Industries Ltd

  • Prudent Corporate Advisory Services Ltd

  • Hatsun Agro Product Ltd - Rights Entitlement

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  • Household & Personal Products

  • Consumer Food

  • Miscellaneous

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Consumer Durables - Domestic Appliances

  • Textile

  • Retailing

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Bank - Public

  • e-Commerce

  • Paints

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • TV Broadcasting & Software Production

  • Air Conditioners

  • Film Production, Distribution & Entertainment

  • BPO/ITeS

  • Ceramics/Marble/Granite/Sanitaryware

  • Wood & Wood Products

  • Finance - Others

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Fund Manager

  • Education:PGDBM
  • Experience:12
  • Basic Details:Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.
  • Funds Managed:
  • Sundaram Debt Oriented Hybrid Fund
  • Sundaram Consumption Fund

  • Cash

  • Equity

  • Rights

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About Sundaram Consumption Fund

Scheme Analysis

Sundaram Consumption Fund is a Equity - Sectoral Fund - Consumption fund and belongs to Sundaram Mutual Fund. It was launched on 12-May-2006 and currently has an AUM of ₹1,178.59 crore. Sundaram Consumption Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty India Consumption - TRI as secondary index.

The NAV of Sundaram Consumption Fund ended down ₹-0.44(-0.72%)yesterday to ₹60.0855.

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

The Sundaram 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