Fund Details
Sundaram Rural and Consumption Fund Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.48% |
| NAV | ₹21.75 (23 Jun 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,307 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
1. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Hindustan Unilever Ltd. | FMCG | Equity | 6.1% |
| Asian Paints Ltd. | Chemicals | Equity | 5.9% |
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| Varun Beverages Ltd. | FMCG | Equity | 5.4% |
| ICICI Bank Ltd. | Financial | Equity | 5.3% |
| The Ramco Cements Ltd. | Construction | Equity | 4.6% |
| Tata Consumer Products Ltd. | FMCG | Equity | 4.6% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 4.6% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.5% |
| Voltas Ltd. | Cons Durable | Equity | 4.0% |
Fund Managers
Sundaram Rural and Consumption Fund Direct IDCW Details
Sundaram Rural and Consumption Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. S Krishnakumar, S Bharath is the Current Fund Manager of Sundaram Rural and Consumption Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,307 Cr and the Latest NAV as of 23 Jun 2021 is ₹21.75.
The Sundaram Rural and Consumption Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Investment Objective
The Scheme seeks to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
