Sundaram Rural and Consumption Fund - Growth - Regular Plan

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  • (-3.2%)Nav, as on 21-09-2020

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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 1.16 12.86 7.08 -0.47 10.24 10.39
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 7.08 -0.47 10.24 2.23 1,535.47
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 5.70 4.56 7.87 2.04 2,772.36
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 7.70 3.91 10.38 2.32 1,550.94
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -8.88 -6.28 2.80 2.47 808.05
Tata Ethical Fund Regular Plan - Growth May 24, 1996 17.02 4.81 6.01 2.50 598.68
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 30.72 24.62 15.16 2.63 539.77

Fund Holdings as on 31-August-2020

  • TATA Consumer Products Ltd

  • Hindustan UniLever Ltd

  • Varun Beverages Ltd

  • Mahindra & Mahindra Ltd

  • Asian Paints Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • HDFC Bank Ltd

  • SBI Life Insurance Company Ltd

  • ITC Ltd

  • The Ramco Cements Ltd

  • ICICI Bank Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Voltas Ltd

  • City Union Bank Ltd

  • Coromandel International Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Nestle India Ltd

  • Bayer Cropscience Ltd

  • TTK Prestige Ltd

  • V-Guard Industries Ltd

  • Heritage Foods Ltd

  • Britannia Industries Ltd

  • Dabur India Ltd

  • United Spirits Ltd

  • Whirlpool of India Ltd

  • Bata India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Navin Fluorine International Ltd

  • Greenlam Industries Ltd

  • Hero MotoCorp Ltd

  • Maruti Suzuki India Ltd

  • The India Cements Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Creditaccess Grameen Ltd

  • Bajaj Finance Ltd

  • Ujjivan Financial Services Ltd

  • Cash and Other Net Current Assets

  • Indian Railway Catering & Tourism Corporation Ltd

  • Titan Company Ltd

  • Lemon Tree Hotels Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • The Phoenix Mills Ltd

  • TREPS

  • PVR Ltd

  • Shriram City Union Finance Ltd

  • Himatsingka Seide Ltd

  • Housing Development FinanceCorporation Ltd

  • Reverse Repo

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

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  • Household & Personal Products

  • Consumer Food

  • Bank - Private

  • Tea/Coffee

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Cement & Construction Materials

  • Paints

  • Retailing

  • Cigarettes/Tobacco

  • Air Conditioners

  • Fertilizers

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Breweries & Distilleries

  • Miscellaneous

  • Chemicals

  • Laminates/Decoratives

  • Automobile Two & Three Wheelers

  • Finance Term Lending

  • Travel Services

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Film Production, Distribution & Entertainment

  • Textile

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Fund Manager

  • Cash

  • Equity

  • Rights

  • Warrants

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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 ₹1,535.47 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 ₹-1.33(-3.2%)yesterday to ₹40.0363.

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