Sundaram Rural and Consumption Fund Regular Growth+2.06%

7.44%
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₹100
Expense Ratio2.23%
NAV45.29 (27 Nov 2020)
Fund Started12 May 2006
Fund Size1,428 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.4%
1.8%
11.4%
12.1%
Category Average
9.2%
4.9%
10.4%
-
Rank Within Category
8
8
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 7.4% 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
    Hindustan Unilever Ltd.FMCGEquity6.4%
    Tata Consumer Products Ltd.FMCGEquity5.9%
    Asian Paints Ltd.ChemicalsEquity4.9%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.2%
    Mahindra & Mahindra Ltd.AutomobileEquity4.1%
    HDFC Bank Ltd.FinancialEquity4.0%
    Varun Beverages Ltd.FMCGEquity3.8%
    The Ramco Cements Ltd.ConstructionEquity3.6%
    ICICI Bank Ltd.FinancialEquity3.1%
    SBI Life Insurance Company Ltd.FinancialEquity3.1%
    See All

    Fund Managers

    S Krishnakumar
    keyboard_arrow_down
    S Bharath
    keyboard_arrow_down
    Rohit Seksaria
    keyboard_arrow_down

    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 ₹1,428 Cr and the Latest NAV as of 27 Nov 2020 is ₹45.29.

    The Sundaram Rural and Consumption Fund Regular Growth 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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