Sundaram Rural and Consumption Fund Institutional Dividend

5
0.00%
1 Year Return
Equity
Sectoral/Thematic
5.0star

Fund Details

Sundaram Rural and Consumption Fund Institutional Dividend

Risk
Min SIP AmountNot Supported
Expense Ratio1.49%
NAV31.93 (30 Nov 2018)
Fund Started17 Mar 2011
Fund Size1,414 Cr

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Tata Consumer Products Ltd.FMCGEquity8.7%
Hindustan Unilever Ltd.FMCGEquity7.1%
Asian Paints Ltd.ChemicalsEquity4.0%
Varun Beverages Ltd.FMCGEquity3.8%
SBI Life Insurance Company Ltd.FinancialEquity3.5%
HDFC Bank Ltd.FinancialEquity3.2%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.2%
ICICI Lombard General Insurance Company Ltd.FinancialEquity3.1%
Mahindra & Mahindra Ltd.AutomobileEquity3.1%
Nestle 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

Sundaram Rural and Consumption Fund Institutional Dividend Details

Sundaram Rural and Consumption Fund Institutional Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 17 Mar 2011. S Krishnakumar is the Current Fund Manager of Sundaram Rural and Consumption Fund Institutional Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,414 Cr and the Latest NAV as of 30 Nov 2018 is ₹31.93.

The Sundaram Rural and Consumption Fund Institutional Dividend is rated risk. Minimum SIP Investment is set to 500. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

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)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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,
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