SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

Sundaram Rural And Consumption Fund - G

NAV  ₹101.41 ↑ 0.71  (0.71 %) as on 16 Sep 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 12.7% 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 16 Sep 25₹101.41 ↑ 0.71  (0.71 %)
Net Assets (AUM) as on 31 Jul 2025 ₹1,576 Cr.
Launch Date12 May 2006
CategoryEquity - Sectoral
Rating
TypeOpen Ended Fund
RiskModerately High
AMCSundaram Asset Management Company Ltd
Alpha Ratio-0.72
Expense Ratio2.23 %
Sharpe Ratio-0.27
Information Ratio0.0
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 16 Sep 25

DurationReturns
1 Month 3.9%
3 Month 5.8%
6 Month 17.3%
1 Year -1.8%
3 Year 16.7%
5 Year 19.4%
10 Year
15 Year
Since launch 12.7%

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
31 Aug 20₹10,000
31 Aug 21₹13,919
31 Aug 22₹15,651
31 Aug 23₹17,889
31 Aug 24₹24,595
31 Aug 25₹24,259
Sundaram Rural And Consumption Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash5.49%
Equity94.51%
Sundaram Rural And Consumption Fund Asset Allocation

Sector Allocation

SectorValue
Consumer Cyclical41.9%
Consumer Defensive30.76%
Communication Services11.5%
Health Care3.76%
Financial Services3.07%
Real Estate2.05%
Basic Materials1.46%
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 Services10%₹151 Cr789,519
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
Tobacco8%₹127 Cr3,085,016
↑ 93,765
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
Auto Manufacturers8%₹125 Cr390,720
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
Household & Personal Products7%₹111 Cr440,212
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
Internet Retail6%₹89 Cr2,892,836
↓ -108,126
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
Luxury Goods5%₹71 Cr212,692
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
Auto Manufacturers4%₹64 Cr50,511
↓ -8,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP
Medical Care Facilities4%₹59 Cr79,027
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
Luxury Goods3%₹50 Cr837,090
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Sep 23 | BAJAJHLDNG
Asset Management3%₹48 Cr34,697
1 - 10 of 34
Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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
₹101.41
↑ 0.71
17.26 %-1.82 %16.68 %19.4 %
Sundaram Rural and Consumption Fund
Normal Dividend, Reinvestment
₹30.7927
↑ 0.22
18.09 %-2.34 %16.07 %18.93 %
Sundaram Rural and Consumption Fund
Normal Dividend, Payout
₹30.7927
17.26 %-2.34 %16.07 %18.93 %
Data as on 16 Sep 25

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