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%
NAV31.93 (30 Nov 2018)
Fund Started17 Mar 2011
Fund Size2,155 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
    0
    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.FMCGEquity5.8%
    Tata Global Beverages Ltd.FMCGEquity3.5%
    Mahindra & Mahindra Ltd.AutomobileEquity3.4%
    Asian Paints Ltd.ChemicalsEquity3.2%
    City Union Bank Ltd.FinancialEquity3.0%
    SBI Life Insurance Company Ltd.FinancialEquity3.0%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.9%
    Bata India Ltd.FMCGEquity2.9%
    ITC Ltd.FMCGEquity2.7%
    Varun Beverages Ltd.FMCGEquity2.6%
    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

    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 ₹2,155 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 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
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    ONE TIME
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