Mutual Fund Research

Sundaram Rural and Consumption Fund(G)

As on May-06-2021 change fund
48.54  up0.03 (0.07%)

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 (%)
Tata Consumer Products Ltd.6.70 
Hindustan Unilever Ltd.6.55 
Varun Beverages Ltd.5.67 
Mahindra & Mahindra Ltd.5.45 
HDFC Bank Ltd.5.25 
Asian Paints Ltd.5.13 
Crompton Greaves Consumer Elec...4.70 
The Ramco Cements Ltd.4.65 
ICICI Bank Ltd.4.57 
Voltas Ltd.3.94 

Category

Thematic Fund

Launch Date

12-May-06

Scheme Benchmark

NA

AUM ( in Cr.)

1,336.00

portfolio price to book value

9.21

investing style?

Large Growth

fund manager?

S. Bharath,Rohit Seksaria

inception date (regular plan)

12-May-06

expense ratio (regular plan) %

2.31

Top 10 sectors
sectors (%)
Consumer Food15.65
Bank - Private10.41
Consumer Durables - Domestic Appliances9.36
Household & Personal Products8.83
Automobiles - Passenger Cars7.50
Cement & Construction Materials6.84
Paints5.13
Finance - NBFC4.79
Insurance3.98
Air Conditioners3.94

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

to go
  • 1M
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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-20061,336.0044.123.8211.5512.4411.11
Tata Digital India Fund-Reg(G)Large-Growth 28-Dec-20151,160.97106.6324.8621.55NA20.14
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009552.5454.4813.8017.9415.1815.79
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19913,518.0757.6712.2913.4612.2614.44
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20051,937.0253.4611.9315.8216.5816.51
Nippon India Quant Fund(G)Large-Growth 18-Apr-200826.5253.8110.9913.769.779.87
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-2000615.9773.3610.6713.3112.6711.48
DSP India T.I.G.E.R Fund-Reg(G)Large-Growth 11-Jun-2004981.1473.105.1412.419.8115.37
L&T Business Cycle Fund-Reg(G)Large-Growth 20-Aug-2014525.4866.494.0411.30NA10.06
HDFC Housing Opp Fund-Reg(G)Large-Growth 06-Dec-20171,917.9158.272.62NANA1.46
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201937.7568.64NANANA22.75
Invesco India ESG Equity Fund-Reg(G)Large-Growth 20-Mar-2021575.35NANANANA1.10
Quant ESG Equity Fund-Reg(G)Large-Growth 05-Nov-202015.47NANANANA44.96
Kotak ESG Opportunities Fund-Reg(G)Large-Growth 11-Dec-20201,573.01NANANANA6.57
Axis Special Situations Fund-Reg(G)Large-Growth 24-Dec-20202,287.03NANANANA5.80
ICICI Pru Business Cycle Fund(G)Large-Growth 18-Jan-20214,606.26NANANANA8.00
Mirae Asset ESG Sector Leaders ETFLarge-Growth 18-Nov-2020129.31NANANANA12.67
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