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Sundaram Rural And Consumption Fund

Sundaram Rural And Consumption Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.02

as on 01 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,233 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

  • ₹ 64.615

    as on 01 Dec 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 ₹ 64.615 as on 01 Dec 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 14.64% 13.61% 24.29% 31.16% 51.92% 39.33% 26.40% 22.08% 43.06% 35.89% 49.86% 34.30% 22.25%
Category Average 2.47% 5.20% 13.56% 8.69% 23.44% 19.53% 11.53% 13.80% 17.11% 15.81% 23.16% 17.53% 14.35%
Sundaram Rural And Consumption Fund -0.22%₹ 9,978 1.94%₹ 10,193 16.58%₹ 11,658 13.65%₹ 11,364 20.47%₹ 13,291 19.34%₹ 14,242 16.58%₹ 28,264 15.02%₹ 15,233 19.99%₹ 48,260 8.60%₹ 15,109 14.28%₹ 85,803 14.34%₹ 38,225 14.25%₹ 2,52,796
ICICI Prudential Commodities Fund 7.29%₹ 10,729 11.29%₹ 11,128 17.40%₹ 11,739 20.56%₹ 12,055 27.04%₹ 13,691 46.35%₹ 21,417 27.56%₹ 31,221 39.33%₹ 27,121 44.87%₹ 67,049 - - - -
Quant Infrastructure Fund 4.01%₹ 10,400 7.39%₹ 10,738 19.05%₹ 11,905 17.05%₹ 11,704 28.04%₹ 13,751 51.92%₹ 23,080 35.89%₹ 33,539 39.25%₹ 27,077 49.86%₹ 71,326 21.77%₹ 26,787 34.30%₹ 1,38,795 17.14%₹ 48,718 22.25%₹ 3,89,102
Quant Consumption Fund 3.38%₹ 10,338 9.39%₹ 10,938 20.06%₹ 12,005 14.17%₹ 11,416 26.71%₹ 13,671 40.83%₹ 19,834 27.62%₹ 31,239 37.40%₹ 26,009 40.04%₹ 63,080 19.02%₹ 23,890 29.57%₹ 1,24,183 19.37%₹ 58,849 22.22%₹ 3,88,340
ICICI Prudential Technology Fund 5.03%₹ 10,503 9.97%₹ 10,996 6.44%₹ 10,644 -11.27%₹ 8,873 -0.23%₹ 11,985 26.91%₹ 16,106 10.08%₹ 26,562 36.55%₹ 25,523 30.30%₹ 55,556 26.40%₹ 32,289 27.12%₹ 1,17,181 22.08%₹ 73,655 21.68%₹ 3,77,173
Aditya Birla Sun Life Digital India Fund 5.34%₹ 10,533 10.65%₹ 11,065 8.77%₹ 10,876 -9.81%₹ 9,018 2.68%₹ 12,173 25.99%₹ 15,874 10.41%₹ 26,649 32.66%₹ 23,400 27.41%₹ 53,440 25.44%₹ 31,080 25.63%₹ 1,13,064 20.96%₹ 67,162 21.21%₹ 3,67,804

Portfolio Holdings

Portfolio holdings pattern of Sundaram Rural And Consumption Fund as on 02 Dec 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%