Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Rural and Consumption Fund Direct IDCW

Sundaram Rural and Consumption Fund Direct IDCW

Equity
Sectoral / Thematic
Very High Risk
51.56%
1Y return
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹23.89
Min. SIP amount₹100
Rating4star
Fund size₹1,311.77 Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns51.6%14.4%12.1%15.6%
Category average49.6%12.6%14.5%NA
Rank with in category1198NA
Understand termsinfo

Holdings (39)

NameSectorInstrumentAssets
FMCGEquity7.0%
FMCGEquity6.3%
ChemicalsEquity6.2%
FMCGEquity5.9%
FinancialEquity5.6%
FinancialEquity5.4%
Consumer DurableEquity5.1%
ConstructionEquity4.6%
AutomobileEquity4.0%
FinancialEquity3.8%
See All

Pros and cons

info
Category: Equity Sectoral / Thematic
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Pros

3Y Returns are higher than the category average returns
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Cons

1Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.48%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Krishnakumar
Jan 2016 - Present
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S Bharath
Apr 2018 - Present
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Rohit Seksaria
Jul 2020 - Present
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Fund house & investment objective

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Fund house contact details

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