Sundaram Rural and Consumption Fund - Growth - Regular Plan

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  • Net Change on 18-09-2019

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 0.92 -5.02 -8.44 4.38 10.58 10.64
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
NIFTY 500 - TRI -0.19 1.87 -2.08 14.37 15.42 11.36

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 Unrated -8.44 4.38 10.58 2.16 2,051.88
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 Unrated 0.79 6.19 8.21 2.28 2,350.76
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 Unrated 0.24 7.83 12.54 2.55 1,102.67
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 Unrated -2.55 3.87 6.28 2.39 1,012.30
L&T Business Cycles Fund - Regular Plan - Growth Option Aug 20, 2014 Unrated -5.06 2.39 6.36 2.50 664.17
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -8.56 3.04 6.33 2.59 545.33

Fund Holdings as on 31-August-2019

  • Hindustan UniLever Ltd

  • Tata Global Beverages Ltd

  • Mahindra & Mahindra Ltd

  • State Bank of India

  • City Union Bank Ltd

  • Asian Paints Ltd

  • ITC Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • SBI Life Insurance Company Ltd

  • Varun Beverages Ltd

  • Bata India Ltd

  • The Ramco Cements Ltd

  • UPL Ltd

  • ICICI Bank Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • ICICI Lombard General Insurance Company Ltd

  • TREPS

  • V-Guard Industries Ltd

  • Ujjivan Financial Services Ltd

  • Tata Chemicals Ltd

  • TTK Prestige Ltd

  • ACC Ltd

  • Nestle India Ltd

  • Creditaccess Grameen Ltd

  • HDFC Bank Ltd

  • Grasim Industries Ltd

  • Dabur India Ltd

  • Hero MotoCorp Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Britannia Industries Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Pidilite Industries Ltd

  • Maruti Suzuki India Ltd

  • Greenlam Industries Ltd

  • Heritage Foods Ltd

  • United Spirits Ltd

  • Marico Ltd

  • Voltas Ltd

  • Colgate Palmolive (India) Ltd

  • NCC Ltd

  • Blue Star Ltd

  • Whirlpool of India Ltd

  • Navin Fluorine International Ltd

  • Chambal Fertilizers & Chemicals Ltd

  • Bayer Cropscience Ltd

  • Coromandel International Ltd

  • Balrampur Chini Mills Ltd

  • Lemon Tree Hotels Ltd

  • Larsen & Toubro Ltd

  • The India Cements Ltd

  • Star Cement Ltd

  • Astec LifeSciences Ltd

  • Bajaj Finance Ltd

  • Shriram City Union Finance Ltd

  • V.S.T Tillers Tractors Ltd

  • Himatsingka Seide Ltd

  • Mcleod Russel India Ltd

  • Britannia Industries Ltd - 8% - 23/08/2022**

  • Cash and Other Net Current Assets

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  • Household & Personal Products

  • Consumer Food

  • Bank - Private

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Chemicals

  • Retailing

  • Pesticides & Agrochemicals

  • Tea/Coffee

  • Bank - Public

  • Cigarettes/Tobacco

  • Paints

  • Air Conditioners

  • Electric Equipment

  • Finance Term Lending

  • Miscellaneous

  • Engineering - Construction

  • Fertilizers

  • Diversified

  • Automobile Two & Three Wheelers

  • Laminates/Decoratives

  • Breweries & Distilleries

  • Sugar

  • Hotel, Resort & Restaurants

  • Automobiles-Tractors

  • 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 ₹2,051.88 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 ₹0.21(0.55%)yesterday to ₹38.63.

Among its top 3 holdings the fund has exposure to Hindustan UniLever Ltd, Tata Global Beverages Ltd and Mahindra & Mahindra Ltd

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

  • CRISIL AAA

  • Equity

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