Sundaram Rural and Consumption Fund Direct Dividend+1.03%

4Groww
11.79%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Rural and Consumption Fund Direct Dividend

RiskHigh
Min SIP Amount₹500
Expense Ratio1.41%
NAV19.56 (23 Jan 2020)
Fund Started02 Jan 2013
Fund Size1,958 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Rural and Consumption Fund Direct Dividend
11.8%
10.2%
11.8%
14.8%
Category Average
5.2%
NA
NA
-
Rank within category
7
7
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.8% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Hindustan Unilever Ltd.FMCGEquity5.4%
    Tata Global Beverages Ltd.FMCGEquity4.4%
    City Union Bank Ltd.FinancialEquity3.6%
    Asian Paints Ltd.ChemicalsEquity3.4%
    Varun Beverages Ltd.FMCGEquity3.3%
    HDFC Bank Ltd.FinancialEquity3.2%
    SBI Life Insurance Company Ltd.FinancialEquity3.2%
    ICICI Bank Ltd.FinancialEquity3.2%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.1%
    Bata India Ltd.FMCGEquity3.0%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    Other Details

    Sundaram Rural and Consumption Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. S Krishnakumar, S Bharath is the Current Fund Manager of Sundaram Rural and Consumption Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹1,958 Cr and the Latest NAV as of 23 Jan 2020 is ₹19.56.

    The Sundaram Rural and Consumption Fund Direct Dividend is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 1 year.

    Investment 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.

    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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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