Fund Details
Sundaram Rural and Consumption Fund Direct Dividend
| Risk | High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.44% |
| NAV | ₹21.01 (25 Jan 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹1,497 Cr |
Returns
Comparison
1. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tata Consumer Products Ltd. | FMCG | Equity | 6.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 6.4% |
| Asian Paints Ltd. | Chemicals | Equity | 5.4% |
| Varun Beverages Ltd. | FMCG | Equity | 4.9% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 4.9% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.7% |
| HDFC Bank Ltd. | Financial | Equity | 4.6% |
| ICICI Bank Ltd. | Financial | Equity | 3.9% |
| The Ramco Cements Ltd. | Construction | Equity | 3.4% |
| Voltas Ltd. | Cons Durable | Equity | 3.4% |
Fund Managers
Sundaram Rural and Consumption Fund Direct Dividend Details
Sundaram Rural and Consumption Fund Direct Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,497 Cr and the Latest NAV as of 25 Jan 2021 is ₹21.01.
The Sundaram Rural and Consumption Fund Direct Dividend is rated 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.
