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Sundaram Rural And Consumption Fund - G

NAV  ₹99.0239 ↑ 0.16  (0.16 %) as on 7 Oct 25

(Erstwhile Sundaram Rural India Fund)

Scheme Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR return of 12.5% since its launch.  Ranked 2 in Sectoral category.  Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% .

Below is the key information for Sundaram Rural and Consumption Fund

NAV as on 7 Oct 25₹99.0239 ↑ 0.16  (0.16 %)
Net Assets (AUM) as on 31 Aug 2025 ₹1,599 Cr.
Launch Date12 May 2006
CategoryEquity - Sectoral
Rating
TypeOpen Ended Fund
RiskModerately High
AMCSundaram Asset Management Company Ltd
Alpha Ratio-2.82
Expense Ratio2.18 %
Sharpe Ratio-0.364
Information Ratio-0.05
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Oct 25

DurationReturns
1 Month -1.9%
3 Month 0.4%
6 Month 14%
1 Year -3%
3 Year 15.2%
5 Year 19.4%
10 Year
15 Year
Since launch 12.5%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2024 20.1%
2023 30.2%
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%

Growth of 10k Over Years

DateValue
30 Sep 20₹10,000
30 Sep 21₹14,368
30 Sep 22₹15,819
30 Sep 23₹18,189
30 Sep 24₹26,183
30 Sep 25₹24,178
Sundaram Rural And Consumption Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash5.38%
Equity94.61%
Sundaram Rural And Consumption Fund Asset Allocation

Sector Allocation

SectorValue
Consumer Cyclical42.39%
Consumer Defensive31.06%
Communication Services11.17%
Health Care3.76%
Financial Services2.87%
Real Estate1.85%
Basic Materials1.52%
Sundaram Rural And Consumption Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
Telecom Services9%₹149 Cr789,519
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
Auto Manufacturers8%₹133 Cr416,173
↑ 25,453
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
Tobacco8%₹126 Cr3,085,016
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
Household & Personal Products7%₹117 Cr440,212
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
Internet Retail6%₹91 Cr2,892,836
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
Luxury Goods5%₹77 Cr212,692
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
Auto Manufacturers4%₹66 Cr44,812
↓ -5,699
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP
Medical Care Facilities4%₹60 Cr79,027
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
Footwear & Accessories3%₹48 Cr225,560
Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | TRENT
Apparel Retail3%₹47 Cr89,438
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Fund Managers

NameSinceTenure
Ratish Varier1 Jan 223.67 Yr.

Custodians

CompanyAddress
HDFC Bank LtdHDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W),
HSBC LtdII Floor "Shiv",,Plot No 139-140 B,,Western Express Highway, Sahar Road Junction,,Vile Parle (E),
Standard Chartered BankStandard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA

Registrar & Transfer Agent

KFin Technologies Ltd
Address138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat
FAXN.A
EmailN.A

Administrator Companies

CompanyAddress
Sundaram Mutual FundSundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014

Auditors

CompanyAddress
M/s. Sundaram & Srinivasan23 C P Ramaswamy Road,,Alwarpet,

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Sundaram Rural and Consumption Fund
Growth
₹99.0239
↑ 0.16
14.03 %-2.95 %15.24 %19.35 %
Sundaram Rural and Consumption Fund
Normal Dividend, Reinvestment
₹30.0682
↑ 0.05
14.03 %-2.95 %14.64 %18.88 %
Sundaram Rural and Consumption Fund
Normal Dividend, Payout
₹30.0682
↑ 0.05
14.03 %-2.95 %14.64 %18.88 %
Data as on 7 Oct 25

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.