Sundaram Rural and Consumption Fund - Growth - Direct Plan

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  • Net Change on 17-06-2021

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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 (₹)

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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 8.89 8.51 47.98 8.67 13.03 14.89
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 47.98 8.67 13.03 1.48 1,307.14
SBI Magnum Equity ESG Fund - DIRECT PLAN -GROWTH Jan 01, 2013 59.84 14.65 14.65 1.30 3,748.16
Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan Jan 01, 2013 57.06 16.01 17.74 1.10 2,068.33
Tata Digital India Fund-Direct Plan-Growth Dec 28, 2015 116.08 29.75 25.73 0.72 1,464.13
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan Jan 01, 2013 117.87 31.40 25.68 1.18 1,413.07
DSP India T.I.G.E.R. Fund - Direct Plan - Growth Dec 31, 2012 81.96 11.58 13.80 1.71 1,063.58

Fund Holdings as on 31-May-2021

  • Hindustan UniLever Ltd

  • Asian Paints Ltd

  • HDFC Bank Ltd

  • Varun Beverages Ltd

  • ICICI Bank Ltd

  • The Ramco Cements Ltd

  • TATA Consumer Products Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Mahindra & Mahindra Ltd

  • Voltas Ltd

  • SBI Life Insurance Company Ltd

  • Coromandel International Ltd

  • ITC Ltd

  • TTK Prestige Ltd

  • Page Industries Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Maruti Suzuki India Ltd

  • Aditya Birla Fashion and Retail Ltd

  • The India Cements Ltd

  • Bajaj Finance Ltd

  • Whirlpool of India Ltd

  • Greenlam Industries Ltd

  • Heritage Foods Ltd

  • Nestle India Ltd

  • United Spirits Ltd

  • Westlife Development Ltd

  • V-Guard Industries Ltd

  • The Phoenix Mills Ltd

  • Titan Company Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Lemon Tree Hotels Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Kalyan Jewellers India Ltd

  • UPL Ltd

  • Creditaccess Grameen Ltd

  • Bata India Ltd

  • Himatsingka Seide Ltd

  • Cash and Other Net Current Assets

  • Bajaj Auto Ltd

  • TREPS

  • Reverse Repo

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  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Paints

  • Tea/Coffee

  • Insurance

  • Finance - NBFC

  • Air Conditioners

  • Textile

  • Retailing

  • Fertilizers

  • Cigarettes/Tobacco

  • Diamond & Jewellery

  • Laminates/Decoratives

  • Breweries & Distilleries

  • Finance - Others

  • Electric Equipment

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Automobile Two & Three Wheelers

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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 ₹1,307.14 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(-0.07%)yesterday to ₹56.4731.

Among its top 3 holdings the fund has exposure to Hindustan UniLever Ltd, and

The Sundaram Rural and Consumption Fund is managed by S. Bharath and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156