Sundaram Rural and Consumption Fund Regular Dividend-0.11%

-4.78%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Rural and Consumption Fund Regular Dividend

RiskHigh
Min SIP Amount₹100
Expense Ratio2.27%
NAV16.47 (30 Oct 2020)
Fund Started12 May 2006
Fund Size1,477 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Rural and Consumption Fund Regular Dividend
-4.8%
-1.9%
9.4%
10.1%
Category Average
-1.5%
2.7%
8.5%
-
Rank within category
10
9
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -4.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark
    8. Risk-adjusted returns are lower compared to the category
    9. Higher expense ratio - 2.27%
    10. 1Y Returns are lower than the category average returns
    11. 3Y Returns are lower than the category average returns
    12. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consumer Products Ltd.FMCGEquity7.1%
    Hindustan Unilever Ltd.FMCGEquity6.4%
    Asian Paints Ltd.ChemicalsEquity4.2%
    Mahindra & Mahindra Ltd.AutomobileEquity4.1%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.0%
    Varun Beverages Ltd.FMCGEquity3.9%
    HDFC Bank Ltd.FinancialEquity3.5%
    The Ramco Cements Ltd.ConstructionEquity3.3%
    SBI Life Insurance Company Ltd.FinancialEquity3.2%
    Voltas Ltd.Cons DurableEquity2.9%
    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
    addS Bharath
    Education
    Mr. Bharath is a B Com (H), MBA and ICWA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
    Funds Managed
    addRohit Seksaria
    Education
    Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
    Funds Managed

    Sundaram Rural and Consumption Fund Regular Dividend Details

    Sundaram Rural and Consumption Fund Regular Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,477 Cr and the Latest NAV as of 30 Oct 2020 is ₹16.47.

    The Sundaram Rural and Consumption Fund Regular Dividend is rated 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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    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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