Fund Details
Sundaram Rural and Consumption Fund Regular Dividend
| Risk | High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.22% |
| NAV | ₹19.78 (22 Jan 2021) |
|---|---|
| Fund Started | 12 May 2006 |
| Fund Size | ₹1,497 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 5Y Returns are higher than the category average returns
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tata Consumer Products Ltd. | FMCG | Equity | 6.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 6.4% |
| Asian Paints Ltd. | Chemicals | Equity | 5.4% |
| Varun Beverages Ltd. | FMCG | Equity | 4.9% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 4.9% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 4.7% |
| HDFC Bank Ltd. | Financial | Equity | 4.6% |
| ICICI Bank Ltd. | Financial | Equity | 3.9% |
| The Ramco Cements Ltd. | Construction | Equity | 3.4% |
| Voltas Ltd. | Cons Durable | Equity | 3.4% |
Fund Managers
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.
