Mutual Fund Details
Sundaram Rural and Consumption Fund Direct - Growth
NAV
₹40.5189
as on 10 Jul 2020, 10:50 PM
₹-0.3042(0.75%)
Last Change
Scheme Ratings
4
Consumption & Demand
5Y Returns
5
rated by CRISIL
4
rated by Morningstar
Consumption & Demand
Rankings based on 5Y Returns | as on 13 Jul 2020
×
1
Mirae Asset Great Consumer Fund Direct - Growth
10.27%
2
Canara Robeco Consumer Trends Fund Direct - Growth
9.79%
3
Aditya Birla Sun Life India GenNext Direct Fund - Growth
9.66%
4
Sundaram Rural and Consumption Fund Direct - Growth
9.07%
5
Quant Consumption Fund Direct - Growth
8.07%
Schemes Managed By
Start SIP in this Mutual Fund
Min SIP Amount
₹100
Suggested Date
14th of Every Month
Investment Performance
would have given a return of
₹110,871
₹121,647
₹96,107
₹98,391
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹1,609
Profit (absolute return)
1.61%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
14.38%
In the last 6 months
9.47%
In the last 1 year
1.78%
In the last 3 years
1.61%
In the last 5 years
54.43%
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 high risk
Scheme Information
Sundaram Rural and Consumption Fund Direct - Growth
as of 30 Jun 2020, 05:30 AM
₹1,484.82 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
1.46%
Expense Ratio
Plan
Growth
Benchmark
NIFTY 500 Total Return Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document
Sectors Holding in this Mutual Fund
as on 30 Jun 2020
Financial
23.75%
₹352.66 Cr
Chemicals
13.32%
₹197.83 Cr
Cash Holding
3.54%
₹52.56 Cr
Services
2.53%
₹37.63 Cr
Healthcare
1.81%
₹26.82 Cr
Textiles
0.52%
₹7.68 Cr
Companies Holding in this Mutual Fund
as on 30 Jun 2020
Tata Consumer Products Ltd.
8.69%
₹129.03 Cr
Hindustan Unilever Ltd.
7.13%
₹105.87 Cr
Asian Paints Ltd.
3.96%
₹58.80 Cr
Varun Beverages Ltd.
3.75%
₹55.68 Cr
SBI Life Insurance Company Ltd.
3.45%
₹51.23 Cr
HDFC Bank Ltd.
3.23%
₹47.96 Cr
Crompton Greaves Consumer Electricals Ltd.
3.17%
₹47.07 Cr
Others
3.13%
₹46.47 Cr
ICICI Lombard General Insurance Company Ltd.
3.13%
₹46.47 Cr
Mahindra & Mahindra Ltd.
3.09%
₹45.88 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 30 Jun 2020
Tata Consumer Products Ltd.
8.69%
₹129.03 Cr
Hindustan Unilever Ltd.
7.13%
₹105.87 Cr
Asian Paints Ltd.
3.96%
₹58.80 Cr
Varun Beverages Ltd.
3.75%
₹55.68 Cr
SBI Life Insurance Company Ltd.
3.45%
₹51.23 Cr
HDFC Bank Ltd.
3.23%
₹47.96 Cr
Crompton Greaves Consumer Electricals Ltd.
3.17%
₹47.07 Cr
Others
3.13%
₹46.47 Cr
ICICI Lombard General Insurance Company Ltd.
3.13%
₹46.47 Cr
Mahindra & Mahindra Ltd.
3.09%
₹45.88 Cr
View All
View All
This fund's returns:
0.54%Return Duration
3 Years
Canara Robeco Consumer Trends Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
-3.58%
4.62%
3Y Returns
6.95
Mirae Asset Great Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
-3.58%
4.62%
3Y Returns
6.61
Tata India Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹500
Category Returns
-3.58%
4.62%
3Y Returns
5.93
Aditya Birla Sun Life India GenNext Direct Fund - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
-3.58%
4.62%
3Y Returns
5.30
UTI India Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹500
Category Returns
-3.58%
4.62%
3Y Returns
2.95
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 Krishnakumar and S Bharath. It has an AUM of ₹1,484.82 Crores and the latest NAV decalared is ₹40.519 as on 13 Jul 2020 at 1:23 am.
Sundaram Rural and Consumption Fund Direct - Growth scheme return performance in last 1 year is -1.77%, in last 3 years is -1.61% and 132.17% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,484.82 Cr |
| Category: | Equity: Thematic-Consumption |
| Launch Date: | 01 Jan 2013 |
| Fund Type: | Open-End |
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.
AMC Information
Sundaram Mutual Fund
View AMC Details
₹26,310.07 Cr
AUM
98
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
