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Sundaram Rural and Consumption Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
9.51%
3Y annualised
+0.83% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 May 2022₹57.80
Min. SIP amount₹100
Rating1
Fund size₹1,156.86Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.7%9.5%7.5%13.4%
Category average49.6%12.6%14.5%NA
Rank with in category10108NA
Understand terms

Holdings (38)

NameSectorInstrumentAssets
Hindustan Unilever Ltd.Consumer StaplesEquity7.1%
Titan Company Ltd.Consumer DiscretionaryEquity6.5%
Varun Beverages Ltd.Consumer StaplesEquity6.2%
Maruti Suzuki India Ltd.AutomobileEquity5.8%
Tata Consumer Products Ltd.Consumer StaplesEquity5.7%
ICICI Bank Ltd.FinancialEquity5.5%
HDFC Bank Ltd.FinancialEquity5.3%
Page Industries Ltd.TextilesEquity4.9%
Asian Paints Ltd.ChemicalsEquity4.5%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity4.4%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Lower expense ratio: 1.28%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 1.28%

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 terms
Check past data

Minimum investment amounts

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

Fund management

Ratish Varier
Jan 2022 - Present
View details

Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes

Ashish Aggarwal
Jan 2022 - Present
View details

Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
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,

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FAQs

How to Invest in Sundaram Rural and Consumption Fund Direct Growth?

You can easily invest in Sundaram Rural and Consumption Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Rural and Consumption Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Rural and Consumption Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Rural and Consumption Fund Direct Growth provide?

The Sundaram Rural and Consumption Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is 5.69% since its inception.

How much expense ratio is charged by Sundaram Rural and Consumption Fund Direct Growth?

The term Expense Ratio used for Sundaram Rural and Consumption Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Rural and Consumption Fund Direct Growth is 1.28% as of 28 May 2022...

What is the AUM of Sundaram Rural and Consumption Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Rural and Consumption Fund Direct Growth is ₹1,156.86Cr as of 28 May 2022.

How to Redeem Sundaram Rural and Consumption Fund Direct Growth?

If you want to sell your Sundaram Rural and Consumption Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Rural and Consumption Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Rural and Consumption Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Rural and Consumption Fund Direct Growth?

The NAV of Sundaram Rural and Consumption Fund Direct Growth is ₹57.80 as of 27 May 2022.

What is the PE and PB ratio of Sundaram Rural and Consumption Fund Direct Growth?

The PE ratio ratio of Sundaram Rural and Consumption Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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