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Home Mutual FundsEquitySectoral FundSundaram Rural & Consumption Fund

Sundaram Rural & Consumption Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Sectoral Fund category.

The NAV for Sundaram Rural & Consumption Fund Fund is 94.161 as of 30 Apr 2025. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given 18.22% annualized return for the last 3 years.

At present Sundaram Rural & Consumption Fund has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Fund Information

  • As of 28 Feb 2025, fund size of Sundaram Rural & Consumption Fund is 1,363.73 Cr.

  • Sundaram Rural & Consumption Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 2.23%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • Sundaram Rural & Consumption Fund is an Equity oriented mutual fund in the - Sectoral Fund category.

  • Nifty India Consumption TRI is the benchmark for Sundaram Rural & Consumption Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 12 May 2006 as at present it is 19 years old fund.

  • Name of the AMC is Sundaram Mutual Funds. Click here to know more about Sundaram Mutual Funds.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Sundaram Rural & Consumption Fund managed by following fund manager(s);

Riskometer

Investors understand that their principal
will be at Very High risk

How does the Return Comparison of the Sundaram Rural & Consumption Fund fare against peer funds in the Sectoral fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Sundaram Rural & Consumption Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Sectoral fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 6.87% 12.35% 6.62% 21.52% 38.57% 31.45% 39.83% 17.36%
Category Average 2.17% 2.16% -2.18% 5.92% 18.64% 15.57% 23.67% 12.94%
Sundaram Rural & Consumption Fund 5.96% 1.98% -2.83% 12.42% 23.46% 18.22% 21.58% 14.31%
SBI PSU Fund 3.11% 6.48% -3.13% -1.87% 38.57% 31.45% 30.77% 12.74%
Invesco India PSU Equity Fund 4.10% 6.25% -5.06% 0.54% 36.92% 30.59% 28.56% 16.24%
Franklin India Opportunities Fund 4.22% 1.46% -3.57% 8.90% 38.50% 29.65% 31.31% 15.56%
HDFC Infrastructure Fund 2.72% 2.80% -6.29% 0.23% 35.03% 28.77% 33.96% 10.55%
Nippon India Power & Infra Fund 2.26% 2.55% -7.01% -0.47% 32.57% 28.45% 34.60% 16.04%

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Sundaram Rural & Consumption Fund are shown below;

Equity 92.72%

Debt 0.00%

Others 7.29%

Top Equity Holdings

Name of the EquityHolding Percentage
BHARTI AIRTEL LTD. 10.55%
ITC LTD. 8.45%
MAHINDRA & MAHINDRA LTD. 7.13%
HINDUSTAN UNILEVER LTD. 5.49%
Titan Company Limited 5.18%
Others 63.20%
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Allocation by Sector

Name of the SectorHolding Percentage
Consumer Staples 30.78%
Fast Moving Consumer Goods 28.33%
Consumer Discretionary 18.13%
Consumer Services 16.87%
Automobile and Auto Components 16.75%
Others -10.86%
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Portfolio Holdings shown is as of 28 Feb 2025