Sundaram Rural and Consumption Fund - Growth - Direct Plan

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  • (-0.1%)Nav, as on 30-10-2020

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Fund Overview Growth | Direct 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 (₹)

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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 Fund - Direct Plan - Growth Option 1.07 4.42 -3.06 -0.90 10.14 12.10
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 Fund - Direct Plan - Growth Option Jan 02, 2013 -3.06 -0.90 10.14 1.45 1,476.87
SBI Magnum Equity ESG Fund - DIRECT PLAN -GROWTH Jan 01, 2013 -2.19 5.19 8.48 1.37 2,731.35
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 -1.23 5.78 11.50 1.10 1,534.87
DSP India T.I.G.E.R. Fund - Direct Plan - Growth Dec 31, 2012 -16.45 -7.35 3.02 1.95 757.49
Tata Ethical Fund -Direct Plan Growth Jan 01, 2013 9.79 5.72 7.05 1.32 616.83
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan Jan 01, 2013 45.41 25.88 16.62 1.59 610.87

Fund Holdings as on 30-September-2020

  • TATA Consumer Products Ltd

  • Hindustan UniLever Ltd

  • Asian Paints Ltd

  • Mahindra & Mahindra Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Varun Beverages Ltd

  • HDFC Bank Ltd

  • The Ramco Cements Ltd

  • SBI Life Insurance Company Ltd

  • Voltas Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • City Union Bank Ltd

  • ICICI Bank Ltd

  • Coromandel International Ltd

  • TTK Prestige Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bayer Cropscience Ltd

  • V-Guard Industries Ltd

  • Nestle India Ltd

  • Dabur India Ltd

  • ITC Ltd

  • Britannia Industries Ltd

  • Navin Fluorine International Ltd

  • Whirlpool of India Ltd

  • Heritage Foods Ltd

  • Maruti Suzuki India Ltd

  • United Spirits Ltd

  • Hero MotoCorp Ltd

  • Greenlam Industries Ltd

  • The India Cements Ltd

  • Creditaccess Grameen Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Bata India Ltd

  • Aditya Birla Fashion and Retail Ltd

  • TREPS

  • Bajaj Finance Ltd

  • The Phoenix Mills Ltd

  • Titan Company Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Lemon Tree Hotels Ltd

  • Ujjivan Financial Services Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Himatsingka Seide Ltd

  • Shriram City Union Finance Ltd

  • Cash and Other Net Current Assets

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

  • Housing Development FinanceCorporation Ltd

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  • Consumer Food

  • Household & Personal Products

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Finance - NBFC

  • Paints

  • Retailing

  • Air Conditioners

  • Fertilizers

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Cigarettes/Tobacco

  • Chemicals

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Laminates/Decoratives

  • Miscellaneous

  • Construction - Real Estate

  • Diamond & Jewellery

  • Travel Services

  • Hotel, Resort & Restaurants

  • Finance Term Lending

  • 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 02-Jan-2013 and currently has an AUM of ₹1,476.87 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 ₹-0.04(-0.1%)yesterday to ₹42.6158.

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