| NAV: 26 May 2022 | ₹20.25 |
| Min. SIP amount | NA |
| Rating | 2 |
| Fund size | ₹1,156.86Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.7% | 8.6% | 6.6% | 11.0% |
| Category average | 49.6% | 12.6% | 14.5% | NA |
| Rank with in category | 11 | 11 | 9 | NA |
Holdings (37)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Titan Company Ltd. | Consumer Discretionary | Equity | 6.8% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 6.6% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 6.1% |
| ICICI Bank Ltd. | Financial | Equity | 5.8% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 5.6% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 5.4% |
| Asian Paints Ltd. | Chemicals | Equity | 5.0% |
| HDFC Bank Ltd. | Financial | Equity | 4.8% |
| Page Industries Ltd. | Textiles | Equity | 4.7% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 4.3% |
Expense ratio, exit load and tax
Expense ratio: 2.27%
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Ratish VarierJan 2022 - PresentView details
Ashish AggarwalJan 2022 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Sundaram Rural and Consumption Fund Regular IDCW?
You can easily invest in Sundaram Rural and Consumption Fund Regular IDCW 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 Regular IDCW 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 Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Rural and Consumption Fund Regular IDCW provide?
The Sundaram Rural and Consumption Fund Regular IDCW has been there from 12 May 2006 and the average annual returns provided by this fund is 4.73% since its inception.
How much expense ratio is charged by Sundaram Rural and Consumption Fund Regular IDCW?
The term
Expense Ratio used for Sundaram Rural and Consumption Fund Regular IDCW 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 Regular IDCW is 2.27% as of 27 May 2022...
What is the AUM of Sundaram Rural and Consumption Fund Regular IDCW?
The AUM, short for Assets Under Management of Sundaram Rural and Consumption Fund Regular IDCW is ₹1,156.86Cr as of 27 May 2022.
How to Redeem Sundaram Rural and Consumption Fund Regular IDCW?
If you want to sell your Sundaram Rural and Consumption Fund Regular IDCW 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 Regular IDCW?
What is the NAV of Sundaram Rural and Consumption Fund Regular IDCW?
The NAV of Sundaram Rural and Consumption Fund Regular IDCW is ₹20.25 as of 26 May 2022.
