Sundaram Rural and Consumption Fund Direct-Growth
NAV
₹39.2741
as on 23 Aug 2019 08:45 PM
₹0.2837(0.73%)
Last Change
Scheme Ratings
4
Consumption & Demand
5Y Returns
Consumption & Demand
Rankings based on 5Y Returns | as on 25 Aug 2019
×
1
Aditya Birla Sun Life India GenNext Direct Fund-Growth
14.39%
2
Canara Robeco Consumer Trends Fund Direct-Growth
13.52%
3
Mirae Asset Great Consumer Fund Direct-Growth
12.54%
4
Sundaram Rural and Consumption Fund Direct-Growth
11.77%
5
SBI Consumption Opportunities Fund Direct-Growth
11.61%
Schemes Managed By
Investment Performance
would have given a returns of
₹110,871
₹121,647
₹113,194
₹115,904
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹15,904
Profit (absolute return)
15.90%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
7.86%
In the last 6 months
2.45%
In the last 1 year
13.36%
In the last 3 years
15.90%
In the last 5 years
74.57%
In the last 10 years
NA
Absolute Returns
CAGR
Scheme Riskometer
low
moderately low
moderate
moderately high
high
Investors understand that their principal will be at moderately high risk
Scheme Information
Sundaram Rural and Consumption Fund Direct-Growth
as of 23 Aug 2019 08:45 PM
₹2,066.76 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year
1.39%
Expense Ratio
Plan
Growth
Benchmark
NIFTY 500 Total Return Index
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Document
Sectors Holding in this Mutual Fund
as on 31 Jul 2019
FMCG
31.49%
₹650.87 Cr
Financial
21.56%
₹445.50 Cr
Chemicals
11.57%
₹239.04 Cr
Construction
10.64%
₹219.82 Cr
Cons Durable
10.27%
₹212.22 Cr
Automobile
6.20%
₹128.11 Cr
Cash Holding
3.26%
₹67.36 Cr
Services
2.43%
₹50.29 Cr
Healthcare
1.61%
₹33.26 Cr
Engineering
0.52%
₹10.72 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Jul 2019
FMCG
31.49%
₹650.87 Cr
Financial
21.56%
₹445.50 Cr
Chemicals
11.57%
₹239.04 Cr
Construction
10.64%
₹219.82 Cr
Cons Durable
10.27%
₹212.22 Cr
Automobile
6.20%
₹128.11 Cr
Cash Holding
3.26%
₹67.36 Cr
Services
2.43%
₹50.29 Cr
Healthcare
1.61%
₹33.26 Cr
Engineering
0.52%
₹10.72 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Jul 2019
Hindustan Unilever Ltd.
5.01%
₹103.54 Cr
State Bank of India
3.70%
₹76.47 Cr
ITC Ltd.
3.66%
₹75.64 Cr
Mahindra & Mahindra Ltd.
3.46%
₹71.51 Cr
Others
3.26%
₹67.38 Cr
Tata Global Beverages Ltd.
2.92%
₹60.35 Cr
City Union Bank Ltd.
2.91%
₹60.14 Cr
Asian Paints Ltd.
2.80%
₹57.87 Cr
Crompton Greaves Consumer Electricals Ltd.
2.79%
₹57.66 Cr
Varun Beverages Ltd.
2.64%
₹54.56 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Jul 2019
Hindustan Unilever Ltd.
5.01%
₹103.54 Cr
State Bank of India
3.70%
₹76.47 Cr
ITC Ltd.
3.66%
₹75.64 Cr
Mahindra & Mahindra Ltd.
3.46%
₹71.51 Cr
Others
3.26%
₹67.38 Cr
Tata Global Beverages Ltd.
2.92%
₹60.35 Cr
City Union Bank Ltd.
2.91%
₹60.14 Cr
Asian Paints Ltd.
2.80%
₹57.87 Cr
Crompton Greaves Consumer Electricals Ltd.
2.79%
₹57.66 Cr
Varun Beverages Ltd.
2.64%
₹54.56 Cr
View All
View All
This fund's returns:
5.04%Return Duration
3 Years
Tata India Consumer Fund Direct-Growth
EquityConsumption & Demand
Min. Investment
₹500
Category Returns
1.46%
14.77%
3Y Returns
14.77
Mirae Asset Great Consumer Fund Direct-Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
1.46%
14.77%
3Y Returns
11.79
Canara Robeco Consumer Trends Fund Direct-Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
1.46%
14.77%
3Y Returns
10.19
Aditya Birla Sun Life India GenNext Direct Fund-Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
1.46%
14.77%
3Y Returns
9.58
SBI Consumption Opportunities Fund Direct-Growth
EquityConsumption & Demand
Min. Investment
₹500
Category Returns
1.46%
14.77%
3Y Returns
7.71
About Sundaram Rural and Consumption Fund Direct-Growth
Sundaram Rural and Consumption Fund Direct-Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers S Krishna Kumar and S Bharath. It has an AUM of ₹2,066.76 Crores and the latest NAV decalared is ₹39.274 as on 23 Aug 2019 at 8:45 pm.
Sundaram Rural and Consumption Fund Direct-Growth scheme return performance in last 1 year is -13.36%, in last 3 years is 15.90% and 125.04% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.
Scheme Objective
The Scheme seeks to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.
Scheme Details
| AUM: | ₹2,066.76 Cr |
| Category: | Equity: Thematic-Consumption |
| Launch Date: | 01 Jan 2013 |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹29,890.50 Cr
AUM
93
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : (044) 28583362/ 28583367/ 28569900/1800 103 7237
Fax : (044) 28583156
Email / Website