Mutual Fund Details
Sundaram Rural and Consumption Fund Direct - Growth
NAV
₹51.3173
as on 19 Jan 2021, 10:35 PM
₹0.6673(1.32%)
Last Change
Scheme Ratings
5
rated by CRISIL
4
rated by Morningstar
Consumption & Demand
Rankings based on | as on Invalid date
×
Start SIP in this Mutual Fund
Min SIP Amount
₹100
Suggested Date
20th of Every Month
Investment Performance
would have given a return of
₹110,871
₹121,647
₹109,352
₹111,925
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹11,925
Profit (absolute return)
11.93%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
20.33%
In the last 6 months
26.06%
In the last 1 year
10.72%
In the last 3 years
11.93%
In the last 5 years
103.07%
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 31 Dec 2020, 05:30 AM
₹1,496.80 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.
1.44%
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 31 Dec 2020
FMCG
32.34%
₹484.10 Cr
Financial
21.75%
₹325.59 Cr
Cons Durable
15.27%
₹228.59 Cr
Chemicals
9.57%
₹143.18 Cr
Automobile
7.98%
₹119.49 Cr
Construction
6.93%
₹103.73 Cr
Services
4.05%
₹60.68 Cr
Healthcare
1.31%
₹19.59 Cr
Textiles
0.64%
₹9.63 Cr
Cash Holding
0.15%
₹2.21 Cr
Sectors Holding in this Mutual Fund
as on 31 Dec 2020
FMCG
32.34%
₹484.10 Cr
Financial
21.75%
₹325.59 Cr
Cons Durable
15.27%
₹228.59 Cr
Chemicals
9.57%
₹143.18 Cr
Automobile
7.98%
₹119.49 Cr
Construction
6.93%
₹103.73 Cr
Services
4.05%
₹60.68 Cr
Healthcare
1.31%
₹19.59 Cr
Textiles
0.64%
₹9.63 Cr
Cash Holding
0.15%
₹2.21 Cr
Companies Holding in this Mutual Fund
as on 31 Dec 2020
Tata Consumer Products Ltd.
6.50%
₹97.29 Cr
Hindustan Unilever Ltd.
6.40%
₹95.80 Cr
Asian Paints Ltd.
5.45%
₹81.58 Cr
Varun Beverages Ltd.
4.90%
₹73.34 Cr
Crompton Greaves Consumer Electricals Ltd.
4.89%
₹73.19 Cr
Mahindra & Mahindra Ltd.
4.69%
₹70.20 Cr
HDFC Bank Ltd.
4.61%
₹69.00 Cr
ICICI Bank Ltd.
3.93%
₹58.82 Cr
The Ramco Cements Ltd.
3.43%
₹51.34 Cr
Voltas Ltd.
3.36%
₹50.29 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Dec 2020
Tata Consumer Products Ltd.
6.50%
₹97.29 Cr
Hindustan Unilever Ltd.
6.40%
₹95.80 Cr
Asian Paints Ltd.
5.45%
₹81.58 Cr
Varun Beverages Ltd.
4.90%
₹73.34 Cr
Crompton Greaves Consumer Electricals Ltd.
4.89%
₹73.19 Cr
Mahindra & Mahindra Ltd.
4.69%
₹70.20 Cr
HDFC Bank Ltd.
4.61%
₹69.00 Cr
ICICI Bank Ltd.
3.93%
₹58.82 Cr
The Ramco Cements Ltd.
3.43%
₹51.34 Cr
Voltas Ltd.
3.36%
₹50.29 Cr
View All
View All
This fund's returns:
3.82%Return Duration
3 Years
Canara Robeco Consumer Trends Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
4.10%
14.32%
3Y Returns
13.34
Quant Consumption Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
4.10%
14.32%
3Y Returns
11.32
Aditya Birla Sun Life India GenNext Direct Fund - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
4.10%
14.32%
3Y Returns
10.98
Mirae Asset Great Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
4.10%
14.32%
3Y Returns
9.84
Nippon India Consumption Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹100
Category Returns
4.10%
14.32%
3Y Returns
8.46
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, S Bharath and Rohit Seksaria. It has an AUM of ₹1,496.80 Crores and the latest NAV decalared is ₹51.317 as on 20 Jan 2021 at 1:23 pm.
Sundaram Rural and Consumption Fund Direct - Growth scheme return performance in last 1 year is 10.72%, in last 3 years is 11.93% and 194.04% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,496.80 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
₹31,767.31 Cr
AUM
92
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
