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Sundaram Rural And Consumption Fund

Sundaram Rural And Consumption Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.91

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,135 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

  • ₹ 66.475

    as on 07 Jun 2023
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 1,086 Cr.

    as on 31 Mar 2023
  • 2.28%

  • 15 May 2006

  • Equity - Sectoral/Thematic

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram 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 ₹ 66.475 as on 07 Jun 2023.

This fund has 17 years of track record. Since 31 Mar 2023 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.
  • 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.
  • 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.
  • 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 10.24% 14.73% 19.02% 37.26% 38.01% 49.43% 21.79% 21.20% 35.32% 26.05% 33.78% 29.33% 20.30%
Category Average 5.39% 8.36% 4.48% 19.54% 11.17% 25.93% 12.40% 14.68% 18.19% 11.31% 16.92% 17.03% 13.95%
Sundaram Rural And Consumption Fund 6.44%₹ 10,644 9.92%₹ 10,991 3.23%₹ 10,323 22.88%₹ 12,288 16.20%₹ 13,023 12.03%₹ 12,550 12.76%₹ 27,256 21.91%₹ 18,135 15.69%₹ 45,416 9.27%₹ 15,582 14.03%₹ 85,277 15.22%₹ 41,250 13.43%₹ 2,41,813
Quant Infrastructure Fund 2.02%₹ 10,201 4.97%₹ 10,497 -4.90%₹ 9,510 14.95%₹ 11,494 7.81%₹ 12,499 17.23%₹ 13,743 10.89%₹ 26,768 49.43%₹ 33,437 29.06%₹ 54,623 21.79%₹ 26,805 29.33%₹ 1,23,429 18.75%₹ 55,836 20.13%₹ 3,46,879
ICICI Prudential Commodities Fund 3.97%₹ 10,397 6.77%₹ 10,677 1.86%₹ 10,185 23.34%₹ 12,333 20.08%₹ 13,262 14.34%₹ 13,073 12.77%₹ 27,258 46.81%₹ 31,711 28.45%₹ 54,177 - - - -
ICICI Prudential Infrastructure Fund 4.46%₹ 10,446 8.58%₹ 10,857 9.16%₹ 10,915 31.84%₹ 13,184 31.29%₹ 13,939 25.68%₹ 15,796 26.05%₹ 30,799 41.37%₹ 28,306 33.78%₹ 58,148 16.81%₹ 21,758 26.24%₹ 1,14,686 16.24%₹ 45,069 16.95%₹ 2,92,198
Quant Consumption Fund 3.01%₹ 10,300 6.42%₹ 10,642 -1.95%₹ 9,805 18.93%₹ 11,893 12.60%₹ 12,800 13.80%₹ 12,949 10.24%₹ 26,601 39.08%₹ 26,951 23.07%₹ 50,358 19.44%₹ 24,322 25.82%₹ 1,13,541 20.60%₹ 65,139 20.30%₹ 3,50,079
Kotak Infra & Eco Fund Std 6.42%₹ 10,641 9.59%₹ 10,958 11.18%₹ 11,118 32.01%₹ 13,200 30.08%₹ 13,867 23.83%₹ 15,334 23.58%₹ 30,128 37.86%₹ 26,245 30.59%₹ 55,749 15.23%₹ 20,326 24.35%₹ 1,09,614 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Rural And Consumption Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    94.32%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.68%

Top Sector Holdings of Sundaram Rural And Consumption Fund

Name of SectorHolding PercentageHolding Values in Crore
Diversified 9.38% ₹ 101.92 Cr.
Passenger/Utility vehicles 8.65% ₹ 93.94 Cr.
Consumer food 8.36% ₹ 90.77 Cr.
Gems, jewellery and watches 8.35% ₹ 90.68 Cr.
Cigarettes 6.43% ₹ 69.81 Cr.
Others 58.83% -

Top Stock Holdings of Sundaram Rural And Consumption Fund

Name of StocksHolding PercentageHolding Values in Crore
Hindustan Unilever Ltd. 9.38% ₹ 101.92 Cr.
ITC Limited 6.43% ₹ 69.81 Cr.
Bharti Airtel Ltd. 6.22% ₹ 67.55 Cr.
Titan Company Ltd. 6.20% ₹ 67.36 Cr.
Maruti Suzuki India Ltd. 5.41% ₹ 58.71 Cr.
Others 66.36% -

Other Holdings

Holding TypeHolding Percentage
TREPS 5.43%
Reverse Repo 0.56%
Net Receivables -0.31%