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Sundaram Rural and Consumption Fund Regular Dividend-1.31%

10.79%
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 Ratio2.22%
NAV₹19.78 (22 Jan 2021)
Fund Started12 May 2006
Fund Size1,497 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.8%
2.8%
14.3%
12.8%
Category Average
19.9%
7.1%
15.1%
-
Rank Within Category
11
9
5
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.8% returns per annum

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.FMCGEquity6.5%
Hindustan Unilever Ltd.FMCGEquity6.4%
Asian Paints Ltd.ChemicalsEquity5.4%
Varun Beverages Ltd.FMCGEquity4.9%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.9%
Mahindra & Mahindra Ltd.AutomobileEquity4.7%
HDFC Bank Ltd.FinancialEquity4.6%
ICICI Bank Ltd.FinancialEquity3.9%
The Ramco Cements Ltd.ConstructionEquity3.4%
Voltas Ltd.Cons DurableEquity3.4%
See All

Fund Managers

S Krishnakumar
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S Bharath
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Rohit Seksaria
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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 ₹1,497 Cr and the Latest NAV as of 22 Jan 2021 is ₹19.78.

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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