Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Thematic-Consumption NAV 73.8354 0 27 September, 2023

Sundaram Rural India Fund’s portfolio comprises the stocks of the companies which focus on rural and consumption themes. The fund offers the long-term capital growth now known as Sundaram Rural and Consumption Fund. Investors seeking consistent long-term returns by investing in equity and equity-related securities should invest in this fund. sundaram rural india fund growth is suitable for the investors who have a moderately high-risk appetite.

Fund Details

Category Thematic-Consumption
Fund Type Open Ended
Investment Plan Growth
Launch Date 12 May, 2006
Benchmark NIFTY 500
Asset Size(Cr) 1123.60403
Turn over 57%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.26
Fund Manager Ratish Varier, Ashish Aggarwal
Fund House Sundaram Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.49% 1.58% 1.64%
1 M 4% 4.02% 4.37%
3 M 1.26% 1.44% 2.48%
6 M -3.99% 0.35% -2.57%
1 Y 9.22% 7.25% 8.62%
2 Y 12.67% 12.49% 14.71%
3 Y 20.47% 23.79% 23.29%
5 Y 7.35% 12.46% 10.97%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.67 1.14 -0.58 0.78
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 2.4%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 9.22% 20.47% 7.35%

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Sundaram Rural India Fund: Providing Growth Consistency

Sundaram Rural India Fund is an open-ended mutual fund investment plan designed by the fund managers of Sundaram Mutual Funds. Thefund is now known as Sundaram Rural and Consumption Fund. It is an open-ended diversified equity plan which provides wide diversification to the invested capital to let it grow into wealth. The investors seeking long-term growth of capital and want to get higher returns in a long tenure keeping the risk profile high must invest their capital in Sundaram Rural India Fund Growth. Here we have provided a brief synopsis of this scheme to help you gain knowledge about the same.

Sundaram Rural India Fund: Investment Details

The primary objective of Sundaram Rural India Fund Growth is to generate consistent long-term returns by investing in the equity and equity-related securities of the companies which are focussed on Rural India. The main features of the scheme include:

  • It is a dedicated vehicle which plays a key role to drive the nation’s growth over the next decade.
  • It has a multi-cap portfolio focusing on the Rural Prosperity through consumption and investment opportunities.
  • The Sundaram Rural and consumption fund is managed aggressively and has investments across different sectors, stocks and debt instruments.
  • It is benchmarked to BSE 500 Index.
  • It is an open-ended plan which tends to offer the feasibility of redeeming the funds whenever they require.

Sundaram Rural india fund G  amounts to Rs.35.6908 as on February 13, 2017. This shows the market holding of the scheme and helps everyone in computing the accurate value of their invested capital. The minimum investment amount for this scheme is Rs.5,000 to make a lumpsum purchase. On the flip side, one can opt for the SIP investment plan in this scheme as well to make small payments at regular interval. The asset allocation of NAV of Sundaram Rural and Consumption Fund is made on a proportionate basis where 7-% to 100% allotment of funds is made in the equities with a high-risk profile. On the flip side, the remaining 0% to 30% is invested in the equity derivatives with high risk. Moreover, in order to diversify the portfolio further, the scheme makes an investment in the money market instruments as well which have low to medium risk. This way, the scheme possesses the high-growth potential and tends to produce greater returns.

Sundaram Rural And Consumption Fund: Performance Analysis

Sundaram Rural and consumption fund is a very good performer in the ‘Diversified Equity’ category and ranked ‘First’ as per CRISIL rating for the quarter ended in September 2016. The absolute annual returns reached up to 46.6% in the year 2014 and were 20.8% for the year 2016. Moving further, we have analysed the annualised returns offered by the scheme which are 52.30% in one-year investments. The three- and five-year investments by the scheme are 29.7% and 19.90% respectively. The scheme is an outperformer in the category of thematic consumption and has been outperforming its benchmark for a long time.

Sundaram Rural India Fund G: Portfolio Review

With an asset size amounting to Rs.668 Crore as on January 31, 2017, Sundaram Rural india fund Growth has a major allotment of around 92.92% in the equity funds. The remaining 9.84% has been invested in the debt instruments to stabilise the returns’ performance. The average market capitalisation  amounts to Rs.15,042.15 Crore as per the latest data, which shows the market holdings of the scheme as of now. With the growth style of investing, Sundaram Rural india fund is oriented towards the high-growth companies and has major investments in them.

The sector allocation graph of Sundaram Rural India Fund depicts major allocation of the assets in the FMCG, financial, chemicals, automobiles, construction, and consumable goods. The top holdings of the scheme include well-established and high-yielding entities which include BSE, ITC, Heritage Foods, UPL, Mahindra & Mahindra, and Maruti Suzuki India. These organisations tend to offer greater returns to the investors along with minimised risk.

Our fund analysts have well evaluated the scheme and are convinced with its track record and portfolio. They recommend every investor having long-term tenure and high risk-bearing capacity to invest their money in this plan for assured capital growth. If you too want to buy this scheme online, you must avail our online investing solutions. They will help you in making better investments with ease. Moreover, our expert team of fund analysts will assist you in buying scheme in the right way. You can also use the SIP calculator to calculate the returns and proper investment strategy.

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My search for a theme based scheme ended with Sundaram Rural india Fund. Backed by Sundaram Mutual Fund and going through its performance sheet were enough for me to take a decision. I have been investing in its schemes since years and the way this fund house works is simply wonderful. Currently, it is helping me in earning fine returns and reaching my financial goal. Here, I would like to thank MySIPonline team for all the help that they have provided from time to time.
Shiv Narayan Das
I got to know the potential of rural India when I visited my native village after 15 years. The place was unrecognizable for me with development taking place in the full swing. That’s when I decided to deploy my money in Sundaram Rural & Consumption Fund. I started a monthly SIP of Rs. 9,000 and by far, I am loving the performance.
I have spent most of my childhood in rural area and thus, know the importance of rural India in the development of the country. When I heard about the investment objective of Sundaram Rural and Consumption Fund, I made up my mind for investment. Obviously, the excellent returns brings a smile on my face but I feel even more satisfied that I am contributing my bit in the development of rural India.
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