Mutual Fund Research

Sundaram Rural and Consumption Fund(G)

As on Nov-26-2021 change fund
56.76  up-1.99 (-3.38%)

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
2021-20228.348.50NANA
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.6.13 
Varun Beverages Ltd.6.06 
ICICI Bank Ltd.5.60 
Asian Paints Ltd.5.20 
ITC Ltd.5.20 
HDFC Bank Ltd.4.85 
Tata Consumer Products Ltd.4.71 
Mahindra & Mahindra Ltd.4.46 
Crompton Greaves Consumer Elec...4.43 
The Ramco Cements Ltd.4.14 

Category

Thematic Fund

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,288.56

portfolio price to book value

11.99

investing style?

Large Growth

fund manager?

S. Bharath,Rohit Seksaria

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.24

Top 10 sectors
sectors (%)
Consumer Food10.78
Bank - Private10.45
Consumer Durables - Domestic Appliances9.54
Household & Personal Products8.72
Automobiles - Passenger Cars7.25
Paints5.20
Cigarettes/Tobacco5.20
Tea/Coffee4.71
Textile4.57
Diamond & Jewellery4.19

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

to go
  • 1M
  • 3M
  • 6M
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  • 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-20061,288.5627.9212.8312.1715.1911.81
Aditya Birla SL Digital India Fund(G)Large-Growth 15-Jan-20002,658.1376.6141.3632.1523.2212.72
Tata Digital India Fund-Reg(G)Large-Growth 28-Dec-20153,842.3181.7340.2032.53NA24.95
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018904.2671.8035.73NANA21.78
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009744.5339.1521.2419.7418.5916.61
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-2000702.3741.4920.7215.9216.2512.11
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19914,529.7937.9219.7215.9515.7914.87
DSP India T.I.G.E.R Fund-Reg(G)Large-Growth 11-Jun-20041,301.5262.1518.8614.3714.6416.36
Nippon India Quant Fund(G)Large-Growth 18-Apr-200831.6136.2617.6014.7613.1010.43
L&T Business Cycle Fund-Reg(G)Large-Growth 20-Aug-2014580.3739.3615.5012.52NA11.69
HDFC Housing Opp Fund-Reg(G)Large-Growth 06-Dec-20171,572.0738.0511.96NANA5.82
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201954.1434.84NANANA24.00
Mirae Asset ESG Sector Leaders ETFLarge-Growth 18-Nov-2020174.6530.53NANANA30.32
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-202152.87NANANANA11.71
Invesco India ESG Equity Fund-Reg(G)Large-Growth 20-Mar-2021804.38NANANANA29.20
Baroda Business Cycle Fund-Reg(G)Large-Growth 15-Sep-20211,127.66NANANANA-4.10
ICICI Pru Business Cycle Fund(G)Large-Growth 18-Jan-20216,124.52NANANANA26.10
Axis Special Situations Fund-Reg(G)Large-Growth 24-Dec-20202,625.62NANANANA33.40
Kotak ESG Opportunities Fund-Reg(G)Large-Growth 11-Dec-20201,793.84NANANANA20.23
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