Fund Details
Sundaram Rural and Consumption Fund Regular IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.28% |
| NAV | ₹20.19 (11 Jun 2021) |
|---|---|
| Fund Started | 12 May 2006 |
| Fund Size | ₹1,307 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
1. Higher expense ratio - 2.28%
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tata Consumer Products Ltd. | FMCG | Equity | 7.3% |
| Hindustan Unilever Ltd. | FMCG | Equity | 6.6% |
| Varun Beverages Ltd. | FMCG | Equity | 5.6% |
| Asian Paints Ltd. | Chemicals | Equity | 5.3% |
| HDFC Bank Ltd. | Financial | Equity | 5.2% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 5.2% |
| ICICI Bank Ltd. | Financial | Equity | 5.0% |
| The Ramco Cements Ltd. | Construction | Equity | 4.8% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 4.5% |
| Voltas Ltd. | Cons Durable | Equity | 4.0% |
Fund Managers
Sundaram Rural and Consumption Fund Regular IDCW Details
Sundaram Rural and Consumption Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 12 May 2006. S Krishnakumar is the Current Fund Manager of Sundaram Rural and Consumption Fund Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,307 Cr and the Latest NAV as of 11 Jun 2021 is ₹20.19.
The Sundaram Rural and Consumption Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Investment Objective
The Scheme seeks to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.
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.
