Sundaram Rural and Consumption Fund - Growth - Direct Plan

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  • (-0.96%)Nav, as on 05-03-2021

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  • Net Change on 05-03-2021

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  • Assets (Cr.)

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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 (₹)

  • 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 Fund - Direct Plan - Growth Option 2.70 9.62 19.98 7.25 15.97 14.62
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 19.98 7.25 15.97 1.47 1,374.93
SBI Magnum Equity ESG Fund - DIRECT PLAN -GROWTH Jan 01, 2013 29.60 14.65 15.51 1.33 3,279.68
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 27.27 14.53 19.00 1.07 1,799.79
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan Jan 01, 2013 68.50 26.99 23.59 1.46 940.94
Tata Digital India Fund-Direct Plan-Growth Dec 28, 2015 65.57 27.98 21.92 0.97 920.96
DSP India T.I.G.E.R. Fund - Direct Plan - Growth Dec 31, 2012 33.37 5.72 13.92 1.77 883.05

Fund Holdings as on 31-January-2021

  • TATA Consumer Products Ltd

  • Hindustan UniLever Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Varun Beverages Ltd

  • Mahindra & Mahindra Ltd

  • Asian Paints Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Voltas Ltd

  • The Ramco Cements Ltd

  • Coromandel International Ltd

  • SBI Life Insurance Company Ltd

  • ITC Ltd

  • Whirlpool of India Ltd

  • TTK Prestige Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • The India Cements Ltd

  • Maruti Suzuki India Ltd

  • Nestle India Ltd

  • United Spirits Ltd

  • ICICI Lombard General Insurance Company Ltd

  • V-Guard Industries Ltd

  • Heritage Foods Ltd

  • Aditya Birla Fashion and Retail Ltd

  • Bajaj Finance Ltd

  • Westlife Development Ltd

  • Creditaccess Grameen Ltd

  • Greenlam Industries Ltd

  • Dabur India Ltd

  • The Phoenix Mills Ltd

  • Bata India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Hero MotoCorp Ltd

  • City Union Bank Ltd

  • Titan Company Ltd

  • Lemon Tree Hotels Ltd

  • Navin Fluorine International Ltd

  • Bayer Cropscience Ltd

  • Himatsingka Seide Ltd

  • Ujjivan Financial Services Ltd

  • TREPS

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Consumer Food

  • Bank - Private

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Paints

  • Insurance

  • Finance - NBFC

  • Air Conditioners

  • Retailing

  • Fertilizers

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Electric Equipment

  • Finance - Others

  • Laminates/Decoratives

  • Construction - Real Estate

  • Automobile Two & Three Wheelers

  • Diamond & Jewellery

  • Hotel, Resort & Restaurants

  • Chemicals

  • Pesticides & Agrochemicals

  • Textile

  • Finance Term Lending

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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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 ₹1,374.93 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 ₹-0.52(-0.96%)yesterday to ₹53.2323.

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