Sundaram Rural and Consumption Fund - Growth - Direct Plan

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  • 0.09 %Nav, as on 08-12-2022

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  • Net Change on 08-12-2022

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 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 Direct Plan - Growth) -0.28 1.36 14.36 16.19 9.32 14.84
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 Direct Plan - Growth) Jan 02, 2013 14.36 16.19 9.32 1.26 1,250.68
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 9.25 19.12 14.79 0.88 3,276.56
Mirae Asset Great Consumer Fund - Direct Plan - Growth Jan 01, 2013 12.06 19.68 15.19 0.49 2,045.97
Tata India Consumer Fund-Direct Plan-Growth Dec 28, 2015 8.38 18.96 11.99 0.90 1,471.64
ICICI Prudential FMCG Fund - Direct Plan - Growth Jan 01, 2013 23.78 17.61 14.05 1.45 1,189.34
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 01, 2013 18.09 23.09 14.14 1.24 1,166.58

Fund Holdings as on 31-October-2022

  • Hindustan UniLever Ltd

  • TREPS

  • Titan Company Ltd

  • Maruti Suzuki India Ltd

  • ITC Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Varun Beverages Ltd

  • Page Industries Ltd

  • Eicher Motors Ltd

  • United Spirits Ltd

  • Mahindra & Mahindra Ltd

  • Safari Industries (India) Ltd

  • Apollo Hospitals Enterprise Ltd

  • Nestle India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Asian Paints Ltd

  • Avenue Supermarts Ltd

  • Brigade Enterprises Ltd

  • Westlife Development Ltd

  • Kalyan Jewellers India Ltd

  • Voltas Ltd

  • Zee Entertainment Enterprises Ltd

  • Cash and Other Net Current Assets

  • United Breweries Ltd

  • TATA Consumer Products Ltd

  • Devyani international limited

  • Britannia Industries Ltd

  • Bajaj Finance Ltd

  • Info Edge (India) Ltd

  • Hatsun Agro Product Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Somany Ceramics Ltd

  • State Bank of India

  • Eletroncis Mart India Ltd

  • Godrej Consumer Products Ltd

  • Marico Ltd

  • Green Panel Industries Ltd

  • Prudent Corporate Advisory Services Ltd

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  • Household & Personal Products

  • Consumer Food

  • Miscellaneous

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Consumer Durables - Domestic Appliances

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Bank - Private

  • Telecommunication - Service Provider

  • Textile

  • Automobile Two & Three Wheelers

  • Retailing

  • Hospital & Healthcare Services

  • e-Commerce

  • Paints

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • TV Broadcasting & Software Production

  • Tea/Coffee

  • Finance - NBFC

  • BPO/ITeS

  • Ceramics/Marble/Granite/Sanitaryware

  • Bank - Public

  • 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

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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 02-Jan-2013 and currently has an AUM of ₹1,250.68 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 up ₹0.07(0.09%)yesterday to ₹69.0804.

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