Mutual Fund Research

Sundaram Rural and Consumption Fund(G)

As on Aug-05-2022 change fund
61.60  up-0.10 (-0.17%)

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 year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)41.0641.9831.8449.4455.82
Net Assets(Rs Crores) (as on 31-Mar-2022) 2354.78 2463.53 1302.54 1336.00 1144.26
Scheme Returns(%)(Absolute)10.710.33-24.1659.1212.27
B'mark Returns(%)(Absolute)18.500.88-15.9650.6414.11
Category Rank138/35320/2825/3524/4739/57
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2022-2023-3.89NANANA
2021-20228.348.50-1.37-2.61
2020-202117.508.1118.742.94
2019-2020-2.460.283.07-24.76
2018-20190.61-4.804.761.89
Top 10 holdings
company (%)
Hindustan Unilever Ltd.7.60 
Maruti Suzuki India Ltd.6.51 
Varun Beverages Ltd.6.05 
Titan Company Ltd.6.04 
HDFC Bank Ltd.5.78 
ICICI Bank Ltd.5.45 
Tata Consumer Products Ltd.5.12 
Page Industries Ltd.4.62 
ITC Ltd.4.25 
Crompton Greaves Consumer Elec...4.24 

Category

Sector Funds

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,075.49

portfolio price to book value

11.67

investing style?

Large Growth

fund manager?

Ratish Varier,Ashish Agarwal

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.29

Top 10 sectors
sectors (%)
Consumer Food12.22
Bank - Private11.23
Household & Personal Products9.80
Automobiles - Passenger Cars8.50
Diamond & Jewellery7.54
Tea/Coffee5.12
Textile4.62
Cigarettes/Tobacco4.25
Consumer Durables - Domestic Appliances4.24
Breweries & Distilleries4.04

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
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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-20061,075.4912.5817.998.4015.7911.84
Nippon India Consumption Fund(G)Large-Growth 30-Sep-2004221.7617.1626.7114.5515.5515.08
SBI Consumption Opp Fund-Reg(G)Large-Growth 01-Jan-2013996.7522.0923.5614.66NA15.14
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009868.1811.6623.4914.5817.8616.16
Mirae Asset Great Consumer Fund-Reg(G)Large-Growth 29-Mar-20111,649.1413.1921.8214.2017.6116.66
Baroda BNP Paribas India Consumption Fund-Reg(G)Large-Growth 10-Sep-2018830.0110.0421.56NANA19.68
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20052,576.6310.4321.1313.1718.1616.78
Tata India Consumer Fund-Reg(G)Large-Growth 28-Dec-20151,373.089.0919.8412.70NA16.08
ICICI Pru Bharat Consumption Fund(G)Large-Growth 12-Apr-20191,743.9721.0419.63NANA14.69
UTI India Consumer Fund-Reg(G)Large-Growth 30-Jul-2007385.308.9319.0510.5512.479.58
Mahindra Manulife Rural Bharat and Consumption Yojana-Reg(G)Large-Growth 13-Nov-201850.409.0416.57NANA10.45
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