Mutual Fund Research

Sundaram Rural and Consumption Fund(G)

As on Sep-24-2021 change fund
58.54  up0.04 (0.06%)

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2016-20172017-20182018-20192019-20202020-2021
NAV in Rs (as on 31-Mar-2021)36.9541.0641.9831.8449.44
Net Assets(Rs Crores) (as on 31-Mar-2021) 925.33 2354.78 2463.53 1302.54 1336.00
Scheme Returns(%)(Absolute)41.4010.710.33-24.1659.12
B'mark Returns(%)(Absolute)17.6018.500.88-15.9650.64
Category Rank8/312138/35320/2825/3524/47
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2021-20228.34NANANA
2020-202117.508.1118.742.94
2019-2020-2.460.283.07-24.76
2018-20190.61-4.804.761.89
2017-20186.462.4010.96-8.13
Top 10 holdings
company (%)
Hindustan Unilever Ltd.6.96 
Varun Beverages Ltd.6.26 
Asian Paints Ltd.6.22 
Tata Consumer Products Ltd.5.93 
ICICI Bank Ltd.5.62 
HDFC Bank Ltd.5.42 
Crompton Greaves Consumer Elec...5.05 
The Ramco Cements Ltd.4.61 
Mahindra & Mahindra Ltd.4.02 
SBI Life Insurance Company Ltd.3.82 

Category

Thematic Fund

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,311.77

portfolio price to book value

11.83

investing style?

Large Growth

fund manager?

S. Bharath,Rohit Seksaria

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.27

Top 10 sectors
sectors (%)
Bank - Private11.04
Consumer Food10.01
Household & Personal Products9.61
Consumer Durables - Domestic Appliances9.37
Automobiles - Passenger Cars6.27
Paints6.22
Tea/Coffee5.93
Cement & Construction Materials4.74
Textile3.92
Insurance3.82

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Rural and Consumption Fund(G)Large-Growth 12-May-20061,311.7750.3513.5011.2015.0712.18
Tata Digital India Fund-Reg(G)Large-Growth 28-Dec-20152,767.97110.3935.5732.63NA26.56
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018708.7888.2030.70NANA21.27
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009703.6464.7723.2417.8018.2517.10
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20052,417.2770.6321.8716.2319.2917.67
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-2000687.5974.6319.5514.3015.8412.26
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19914,251.4965.4219.4914.3515.4914.99
DSP India T.I.G.E.R Fund-Reg(G)Large-Growth 11-Jun-20041,215.1899.9519.0213.1313.7216.59
Nippon India Quant Fund(G)Large-Growth 18-Apr-200831.1962.3516.5613.8013.1410.85
L&T Business Cycle Fund-Reg(G)Large-Growth 20-Aug-2014567.0567.6816.2810.96NA12.21
HDFC Housing Opp Fund-Reg(G)Large-Growth 06-Dec-20171,632.4777.6913.05NANA6.90
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201950.3368.91NANANA28.31
Invesco India ESG Equity Fund-Reg(G)Large-Growth 20-Mar-2021739.46NANANANA32.10
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-202150.81NANANANA10.97
Mirae Asset ESG Sector Leaders ETFLarge-Growth 18-Nov-2020169.65NANANANA36.74
ICICI Pru Business Cycle Fund(G)Large-Growth 18-Jan-20215,730.44NANANANA25.00
Axis Special Situations Fund-Reg(G)Large-Growth 24-Dec-20202,553.03NANANANA33.10
Kotak ESG Opportunities Fund-Reg(G)Large-Growth 11-Dec-20201,816.59NANANANA25.31
Attention InvestorsKYC
Contact Us

Mobile No : +91 99674 32226
Tel : 22702326
Email id : assist@reliabullwealth.com

OUR OFFICE

ReliaBull Financial Services Private Limited,
No 4-D, 4th Floor, Victoria Plaza,
SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054

Subscribe

For all the Latest Market News, Investment Ideas.

Follow us

AMFI Registration No:88227

A Reliabull Financial Services Venture

Designed & Developed by  Accord Fintech Pvt. Ltd.