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Sundaram Rural And Consumption Fund

Sundaram Rural And Consumption Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.41

as on 23 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,108 today.

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NAV Performance

Sundaram Rural And Consumption Fund performance graph for last 3 years
Performance of Sundaram Rural And Consumption Fund for last 3 Years

Fund Information

  • ₹ 53.121

    as on 23 Jun 2022
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 1,225 Cr.

    as on 31 Dec 2021
  • 2.28%

  • 15 May 2006

  • Equity - Sectoral/Thematic

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Rural and Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Rural And Consumption Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 15 May 2006. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 53.121 as on 23 Jun 2022.

This fund has 16 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.28%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

The primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.

List of Fund Managers of Sundaram Rural And Consumption Fund

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Rohit Seksaria

    Picture of Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.06% 6.65% 4.89% 12.93% 59.34% 29.16% 26.22% 21.45% 8.20% 33.32% 37.94% 26.89% 21.25%
Category Average -4.42% -9.07% -10.30% -2.16% 24.44% 13.01% 9.38% 13.04% -15.11% 8.89% 14.85% 11.48% 11.86%
Sundaram Rural And Consumption Fund -1.50%₹ 9,849 -4.49%₹ 9,550 -5.65%₹ 9,435 -0.74%₹ 9,926 -9.31%₹ 11,389 18.73%₹ 14,096 7.19%₹ 25,816 9.41%₹ 13,108 10.75%₹ 42,296 6.12%₹ 13,458 7.94%₹ 73,293 14.29%₹ 38,066 11.95%₹ 2,23,439
ICICI Prudential Technology Fund -3.89%₹ 9,610 -20.71%₹ 7,929 -23.75%₹ 7,625 1.71%₹ 10,170 -25.93%₹ 10,244 52.78%₹ 23,343 16.38%₹ 28,207 29.16%₹ 21,593 31.29%₹ 56,285 26.21%₹ 32,042 26.89%₹ 1,16,495 21.45%₹ 69,901 21.25%₹ 3,68,421
Quant Infrastructure Fund -8.35%₹ 9,165 -9.53%₹ 9,047 -11.11%₹ 8,888 8.48%₹ 10,848 -9.45%₹ 11,379 59.34%₹ 25,388 33.32%₹ 32,813 28.20%₹ 21,111 37.94%₹ 61,409 19.70%₹ 24,590 25.86%₹ 1,13,680 13.77%₹ 36,379 18.16%₹ 3,11,841
Aditya Birla Sun Life Digital India Fund -3.66%₹ 9,633 -19.86%₹ 8,013 -23.34%₹ 7,666 -1.74%₹ 9,826 -26.31%₹ 10,217 43.31%₹ 20,536 12.29%₹ 27,132 27.18%₹ 20,614 26.38%₹ 52,697 25.29%₹ 30,894 24.46%₹ 1,09,908 20.06%₹ 62,298 20.33%₹ 3,50,623
Mirae Asset Healthcare Fund -4.09%₹ 9,590 -10.23%₹ 8,977 -13.06%₹ 8,693 -7.97%₹ 9,202 -19.50%₹ 10,696 17.63%₹ 13,837 1.33%₹ 24,332 26.37%₹ 20,219 17.20%₹ 46,406 - - - -
Quant Consumption Fund -6.11%₹ 9,388 -9.25%₹ 9,075 -10.44%₹ 8,956 -1.84%₹ 9,816 -15.62%₹ 10,962 42.68%₹ 20,357 20.45%₹ 29,292 26.21%₹ 20,144 30.44%₹ 55,660 15.06%₹ 20,170 21.60%₹ 1,02,605 16.83%₹ 47,452 18.77%₹ 3,22,321

Portfolio Holdings

Portfolio holdings pattern of Sundaram Rural And Consumption Fund as on 25 Jun 2022 are listed below:

  • Equity Holdings:

    98.33%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.67%

Top Sector Holdings of Sundaram Rural And Consumption Fund

Name of SectorHolding PercentageHolding Values in Crore
Consumer food 9.59% ₹ 116.87 Cr.
Banks 9.10% ₹ 110.99 Cr.
Passenger/Utility vehicles 8.42% ₹ 102.69 Cr.
Home appliances 6.54% ₹ 79.65 Cr.
Diversified 6.29% ₹ 76.71 Cr.
Others 60.06% -

Top Stock Holdings of Sundaram Rural And Consumption Fund

Name of StocksHolding PercentageHolding Values in Crore
Varun Beverages Ltd. 6.63% ₹ 80.84 Cr.
Hindustan Unilever Ltd. 6.29% ₹ 76.71 Cr.
Asian Paints (india) Ltd. 5.82% ₹ 71.04 Cr.
ICICI Bank Ltd. 5.46% ₹ 66.61 Cr.
ITC Limited 5.36% ₹ 65.42 Cr.
Others 70.44% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.72%
TREPS 0.62%
Reverse Repo 0.33%