Sundaram Rural and Consumption Fund Institutional Dividend0.00%

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

Fund Details

Sundaram Rural and Consumption Fund Institutional Dividend

Risk
Min SIP AmountNot Supported
Expense Ratio1.49%
NAV31.9 (30 Nov 2018)
Fund Started17 Mar 2011
Fund Size2,067 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Rural and Consumption Fund Institutional Dividend
NA
NA
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 0.0% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Hindustan Unilever Ltd.FMCGEquity5.0%
    State Bank of IndiaFinancialEquity3.7%
    ITC Ltd.FMCGEquity3.7%
    Mahindra & Mahindra Ltd.AutomobileEquity3.5%
    Tata Global Beverages Ltd.FMCGEquity2.9%
    City Union Bank Ltd.FinancialEquity2.9%
    Asian Paints Ltd.ChemicalsEquity2.8%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.8%
    Varun Beverages Ltd.FMCGEquity2.6%
    UPL Ltd.ChemicalsEquity2.6%
    See All

    Fund Managers

    addS Krishna Kumar
    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 Institutional Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 17 Mar 2011. S Krishnakumar is the Current Fund Manager of Sundaram Rural and Consumption Fund Institutional Dividend.The fund currently has an Asset Under Management(AUM) of ₹2,067 Cr and the Latest NAV as of 30 Nov 2018 is ₹31.9.

    The Sundaram Rural and Consumption Fund Institutional Dividend is rated risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. 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)

    ₹5000
    Min for First Investment
    ₹500
    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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