Mutual Fund Research

Sundaram Rural and Consumption Fund(G)

As on Jun-23-2021 change fund
53.41  up-0.11 (-0.21%)

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)24.0410.677.09-27.8882.10
Category Rank8/312138/35320/2825/3524/47
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
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
2016-201718.0110.38-5.2514.65
Top 10 holdings
company (%)
Hindustan Unilever Ltd.6.09 
Asian Paints Ltd.5.92 
HDFC Bank Ltd.5.45 
Varun Beverages Ltd.5.42 
ICICI Bank Ltd.5.32 
The Ramco Cements Ltd.4.58 
Tata Consumer Products Ltd.4.57 
Crompton Greaves Consumer Elec...4.57 
Mahindra & Mahindra Ltd.4.54 
Voltas Ltd.4.01 

Category

Thematic Fund

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,307.14

portfolio price to book value

9.83

investing style?

Large Growth

fund manager?

S. Bharath,Rohit Seksaria

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.28

Top 10 sectors
sectors (%)
Bank - Private10.77
Consumer Durables - Domestic Appliances9.22
Consumer Food8.85
Household & Personal Products8.50
Automobiles - Passenger Cars6.71
Cement & Construction Materials6.57
Paints5.92
Tea/Coffee4.57
Insurance4.39
Finance - NBFC4.26

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

to go
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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-20061,307.1441.728.3212.1513.9511.71
Tata Digital India Fund-Reg(G)Large-Growth 28-Dec-20151,464.13108.9228.0522.95NA21.73
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009596.0753.1516.2117.7016.1516.27
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20052,068.3348.1914.9716.3017.3516.95
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19913,748.1649.6213.8813.4513.3214.63
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-2000639.6863.4713.1813.1113.6211.74
Nippon India Quant Fund(G)Large-Growth 18-Apr-200828.4747.7312.4113.1810.7510.15
DSP India T.I.G.E.R Fund-Reg(G)Large-Growth 11-Jun-20041,063.5870.1311.5712.9911.4915.97
L&T Business Cycle Fund-Reg(G)Large-Growth 20-Aug-2014546.2156.439.1111.26NA10.92
HDFC Housing Opp Fund-Reg(G)Large-Growth 06-Dec-20171,807.9854.658.05NANA4.25
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201941.5759.90NANANA25.23
Invesco India ESG Equity Fund-Reg(G)Large-Growth 20-Mar-2021633.18NANANANA9.60
Kotak ESG Opportunities Fund-Reg(G)Large-Growth 11-Dec-20201,666.58NANANANA12.90
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-202147.40NANANANA5.41
Mirae Asset ESG Sector Leaders ETFLarge-Growth 18-Nov-2020146.17NANANANA20.19
ICICI Pru Business Cycle Fund(G)Large-Growth 18-Jan-20214,973.01NANANANA14.30
Axis Special Situations Fund-Reg(G)Large-Growth 24-Dec-20202,306.74NANANANA13.10
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