Sundaram Rural and Consumption Fund Direct Growth-0.94%

4Groww
-13.81%
1 Year Return
Equity
Sectoral/Thematic
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Rural and Consumption Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.39%
NAV41.67 (08 Jul 2019)
Fund Started01 Jan 2013
Fund Size2,067 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Rural and Consumption Fund Direct Growth
-13.8%
4.8%
11.6%
12.9%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*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
    30
    with -13.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ITC Ltd.Consumer GoodsEquity5.2%
    Hindustan Unilever Ltd.Consumer GoodsEquity5.0%
    Mahindra & Mahindra Ltd.AutomobileEquity4.9%
    CBLO(CCIL)Current AssetsMoney Market4.5%
    UPL Ltd.Fertilisers & PesticidesEquity3.1%
    Britannia Industries Ltd.Consumer GoodsEquity2.6%
    State Bank of IndiaFinancial ServicesEquity2.5%
    Asian Paints Ltd.Consumer GoodsEquity2.4%
    Tata Global Beverages LtdConsumer GoodsEquity2.2%
    Tata Chemicals Ltd.ChemicalsEquity2.1%
    See All

    Fund Managers

    addS Bharath
    Education
    Mr. Bharath is a B Com (H), MBA and ICWA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
    Funds Managed

    Other Details

    Sundaram Rural and Consumption Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. S Krishnakumar is the Current Fund Manager of Sundaram Rural and Consumption Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹2,067 Cr and the Latest NAV as of 08 Jul 2019 is ₹41.67.

    The Sundaram Rural and Consumption Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 1 year.

    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

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    NA
    Email
    NA
    Website
    NA
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