Sundaram Rural and Consumption Fund Regular Growth-2.35%

4Groww
-26.61%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Rural and Consumption Fund Regular Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.15%
NAV30.76 (30 Mar 2020)
Fund Started12 May 2006
Fund Size1,816 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Rural and Consumption Fund Regular Growth
-26.6%
-5.6%
4.2%
8.4%
Category Average
9.5%
NA
NA
-
Rank within category
7
8
3
-
*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 -26.6% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Hindustan Unilever Ltd.FMCGEquity5.4%
    Tata Global Beverages Ltd.FMCGEquity4.4%
    City Union Bank Ltd.FinancialEquity3.6%
    Asian Paints Ltd.ChemicalsEquity3.4%
    Varun Beverages Ltd.FMCGEquity3.3%
    HDFC Bank Ltd.FinancialEquity3.2%
    SBI Life Insurance Company Ltd.FinancialEquity3.2%
    ICICI Bank Ltd.FinancialEquity3.2%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.1%
    Bata India Ltd.FMCGEquity3.0%
    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

    Other Details

    Sundaram Rural and Consumption Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 12 May 2006. S Krishnakumar is the Current Fund Manager of Sundaram Rural and Consumption Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,816 Cr and the Latest NAV as of 30 Mar 2020 is ₹30.76.

    The Sundaram Rural and Consumption Fund Regular Growth is rated High risk. Minimum SIP Investment is 500. 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 primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

    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,
    Invest Now
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