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

Sundaram Rural and Consumption Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
16.92%
3Y annualised
-0.52% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹61.78
Min. SIP amount₹100
Rating2star
Fund size₹1,301.12 Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.1%16.9%11.4%15.4%
Category average49.6%12.6%14.5%NA
Rank with in category1198NA
Understand termsinfo

Holdings (37)

NameSectorInstrumentAssets
FMCGEquity6.9%
FMCGEquity6.6%
ChemicalsEquity6.4%
FinancialEquity5.0%
FMCGEquity5.0%
FinancialEquity5.0%
Consumer DurableEquity4.8%
FMCGEquity4.5%
Consumer DurableEquity4.4%
ConstructionEquity4.2%
See All

Pros and cons

info
Category: Equity Sectoral / Thematic
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Pros

3Y annualised returns higher than category average by 4.13%
Lower expense ratio: 1.24%
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Cons

1Y and 5Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 1.24%

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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