This Rural And Consumption-Based Fund Has Given Up To 73.11% Returns In 2 Years

If you are an investor searching for long-term growth, themed funds may be a smart alternative for you. This fund assists in diversifying your investment portfolio via the use of theme-based assets. Diversification primarily means spreading your portfolio investments across low-risk and high-risk investments based on your risk profile, return requirement, and investment period. Here, in this article, we have given insights into one such fund. They primarily invest in rural and consumption equity instruments. Check out returns and other details.

Sundaram Rural and Consumption Fund - Direct Plan-Growth

As mentioned, this is a thematic mutual fund themed on rural and consumption. The fund was launched by the Sundaram Mutual Fund. The fund's Direct Plan-Growth scheme has an AUM of Rs 1144.26 Crore. The NAV declared on 11th April 2022 is Rs 61.3284. The expense ratio of this fund is 1.28% higher, compared to its category average. 

Further, this is an open-ended thematic fund. It is a medium-sized fund f its category. This fund is highly risky and doesn't guarantee returns. However, it aims to generate returns by investing in equity and equity-related instruments engaged in rules and consumption businesses. The fund's benchmark is NIFTY India Consumption TRI. For investment in this fund, the amount required is Rs 100. and for SIP it is also Rs 100. 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, this fund has delivered 14.51% average annual returns. 

SIP Returns	Absolute Returns	Annualised Returns
1 Year	16.70%	16.60%
2 Year	73.11%	31.47%
3 Year	41.75%	12.32%
5 Year	60.94%	9.98%
Since Inception	251.40%	14.51%

SIP Returns

SIP Period	Absolute Returns	Annualised Returns
1 Year	4.73%	8.87%
2 Year	23.43%	21.69%
3 Year	30.34%	17.99%
5 Year	36.23%	12.32%

Portfolio

The fund has 96.59 per cent of its assets invested in Indian stocks, with 54.76 per cent in large-cap stocks, 27.65 per cent in mid-cap equities, and 4.45 per cent in small-cap stocks.

The majority of the fund's assets are invested in the Consumer Staples, Consumer Discretionary, Financial, Services, and Materials sectors. When compared to other funds in the category, it has acquired less exposure in the Consumer Staples and Consumer Discretionary sectors.

Titan Company Ltd., Hindustan Unilever Ltd., Maruti Suzuki India Ltd., ICICI Bank Ltd., and Varun Beverages Ltd. are the fund's top holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.