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Sundaram Rural and Consumption Fund Regular Growth-2.29%

14.48%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Rural and Consumption Fund Regular Growth

RiskVery High
Min SIP Amount₹100
Expense Ratio2.24%
NAV₹48.95 (26 Feb 2021)
Fund Started12 May 2006
Fund Size1,375 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.5%
5.0%
15.9%
12.8%
Category Average
24.4%
8.9%
16.5%
-
Rank Within Category
12
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 14.5% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
Cons
1. Higher expense ratio - 2.22%
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
5. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Tata Consumer Products Ltd.FMCGEquity6.5%
Hindustan Unilever Ltd.FMCGEquity6.3%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity5.3%
Varun Beverages Ltd.FMCGEquity5.2%
Mahindra & Mahindra Ltd.AutomobileEquity5.2%
Asian Paints Ltd.ChemicalsEquity5.0%
HDFC Bank Ltd.FinancialEquity4.8%
ICICI Bank Ltd.FinancialEquity4.1%
Voltas Ltd.Cons DurableEquity4.0%
The Ramco Cements Ltd.ConstructionEquity3.6%
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 Growth Details

Sundaram Rural and Consumption Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,375 Cr and the Latest NAV as of 26 Feb 2021 is ₹48.95.

The Sundaram Rural and Consumption Fund Regular Growth 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.

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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