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you are here: Moneycontrol Mutual Funds Sectoral/Thematic Sundaram Mutual Fund Sundaram Rural and Consumption Fund (G)

Sundaram Rural and Consumption Fund (G)

Previous Name: Sundaram Rural India - (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 102142
Fact Sheet
40.368 -0.22 ( -0.53 %)
NAV as on 21 Jan, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Not Ranked

The scheme is Not Ranked in Sectoral/Thematic category by Crisil (for quarter ended Sep 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Sundaram Rural India has been renamed as Sundaram Rural and Consumption Fund w.e.f. May 04, 2018

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Returns (NAV as on Jan 21, 2019)
Period Returns(%) Rank#
1 Month -1.0 106
3 Months 7.2 43
6 Months -1.2 76
1 Year -9.4 83
2 Years 9.3 80
3 Years 18.1 32
5 Years 19.1 32

# Moneycontrol Rank within 168 Sectoral/Thematic Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -7.7 -1.3 -4.4 4.9 -7.4
2017 13.5 6.1 0.9 10.4 37.3
2016 -2.1 17.9 9.3 -7.4 20.8
2015 0.0 1.2 -1.5 -1.4 0.2
2014 4.9 19.6 7.3 8.3 46.6

View where it stands within its peers

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Performance

Fund returns v/s Category average (Sectoral/Thematic)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -1 7.2 -1.2 -9.4 9.3 18.1 19.1
Category average 0.9 4.3 -1.2 -8.2 10.3 13.6 15.3
Difference of Fund returns and Category returns -1.9 2.9 0 -1.2 -1 4.5 3.8
Best of Category 10.5 13.9 10 22.5 28.8 27 24.9
Worst of Category -4.6 -6.2 -16.1 -36.8 -6.2 -3.5 3.5
Benchmark returns # 1.4 6.5 -2.5 -6.7 12.3 13.7 13.2
Difference of Fund returns and Benchmark returns -2.4 0.7 1.3 -2.7 -3 4.4 5.9
# Benchmark Index: Nifty 500

Investment Information

Investment 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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Sep 04, 0006

  • Benchmark:

    Nifty 500

  • Asset size (Rs Cr):

    2189.75 ( Dec 31, 2018 )

  • Asset Date:

    Dec 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    S Krishnakumar / Avinash Agarwal
    View performance of schemes managed by the Fund Manager

  • Notes:

    Sundaram Rural India has been renamed as Sundaram Rural and Consumption Fund w.e.f. May 04, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
SBI Magnum Global Fund (G) 3,102.31 167.3 6.0 -0.8 -10.7 11.1 17.3
Aditya Birla Sun Life MNC Fund (G) 3,029.13 739.6 6.3 0.6 -5.0 11.1 21.2
Sundaram Rural and Consumption Fund (G) 2,189.75 40.4 7.2 -1.2 -9.4 18.1 19.1
Sundaram Rural and Consumption Fund - Direct Plan (G) 181.50 41.9 7.4 -0.9 -8.7 19.0 19.9
Reliance Banking Fund (G) 2,414.70 264.1 10.9 0.4 -4.6 21.3 20.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Nov 30, 2018
Company Sector Value %Assets
ITC Tobacco 125.41 5.16
HUL Cons NonDurable 119.40 5.05
M&M Automotive 122.78 4.91
UPL Chemicals 75.78 3.12
Britannia Food & Beverage 60.18 2.61
SBI Banking/Finance 63.40 2.48
Asian Paints Chemicals 57.20 2.35
Tata Global Bev Food & Beverage 52.48 2.16
Tata Chemicals Chemicals 51.75 2.13
Colgate Cons NonDurable 51.23 2.11
Asset Allocation (%) As on Nov 30, 2018
Equity 95.56
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 4.48
Sector Allocation (%) As on Nov 30, 2018
Sector %
Cons NonDurable 16.55
Chemicals 14.48
Banking/Finance 12.55
Food & Beverage 11.95
Automotive 9.10
Cement 6.71
Concentration As on Nov 30, 2018
Holdings %
Top 5 20.85
Top 10 95.56
Sectors %
Top 3
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