Mutual Fund Details
Sundaram Rural and Consumption Fund Direct-Growth
NAV
₹56.3199
as on 11 Jun 2021, 10:00 PM
₹-0.0857(0.15%)
Last Change
Scheme Ratings
4
rated by Morningstar
Consumption & Demand
Rankings based on | as on Invalid date
×
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
₹124,706
₹127,632
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹27,632
Profit (absolute return)
27.63%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
5.11%
In the last 6 months
14.23%
In the last 1 year
48.58%
In the last 3 years
27.63%
In the last 5 years
84.52%
In the last 10 years
NA
Absolute Returns
CAGR
Scheme Riskometer
low
low to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at very high risk
Scheme Information
Sundaram Rural and Consumption Fund Direct-Growth
as of 31 May 2021, 05:30 AM
₹1,307.14 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.
1.49%
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 May 2021
FMCG
32.56%
₹425.63 Cr
Financial
18.83%
₹246.16 Cr
Cons Durable
17.13%
₹223.88 Cr
Chemicals
8.29%
₹108.38 Cr
Construction
8.17%
₹106.78 Cr
Automobile
7.19%
₹94.01 Cr
Services
4.39%
₹57.40 Cr
Textiles
3.14%
₹41.06 Cr
Cash Holding
0.89%
₹11.61 Cr
Companies Holding in this Mutual Fund
as on 31 May 2021
Tata Consumer Products Ltd.
7.25%
₹94.77 Cr
Hindustan Unilever Ltd.
6.58%
₹86.01 Cr
Varun Beverages Ltd.
5.62%
₹73.46 Cr
Asian Paints Ltd.
5.31%
₹69.41 Cr
HDFC Bank Ltd.
5.23%
₹68.36 Cr
Mahindra & Mahindra Ltd.
5.16%
₹67.45 Cr
ICICI Bank Ltd.
4.97%
₹64.97 Cr
The Ramco Cements Ltd.
4.81%
₹62.87 Cr
Crompton Greaves Consumer Electricals Ltd.
4.55%
₹59.48 Cr
Voltas Ltd.
3.96%
₹51.76 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 May 2021
Tata Consumer Products Ltd.
7.25%
₹94.77 Cr
Hindustan Unilever Ltd.
6.58%
₹86.01 Cr
Varun Beverages Ltd.
5.62%
₹73.46 Cr
Asian Paints Ltd.
5.31%
₹69.41 Cr
HDFC Bank Ltd.
5.23%
₹68.36 Cr
Mahindra & Mahindra Ltd.
5.16%
₹67.45 Cr
ICICI Bank Ltd.
4.97%
₹64.97 Cr
The Ramco Cements Ltd.
4.81%
₹62.87 Cr
Crompton Greaves Consumer Electricals Ltd.
4.55%
₹59.48 Cr
Voltas Ltd.
3.96%
₹51.76 Cr
View All
View All
This fund's returns:
8.46%Return Duration
3 Years
Quant Consumption Fund Direct-Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
8.46%
24.80%
3Y Returns
24.80
Canara Robeco Consumer Trends Fund Direct-Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
8.46%
24.80%
3Y Returns
17.43
Nippon India Consumption Fund Direct-Growth
EquityConsumption & Demand
Min. Investment
₹100
Category Returns
8.46%
24.80%
3Y Returns
17.06
Aditya Birla Sun Life India GenNext Direct Fund-Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
8.46%
24.80%
3Y Returns
16.08
Mirae Asset Great Consumer Fund Direct-Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
8.46%
24.80%
3Y Returns
15.02
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 Bharath and Rohit Seksaria. It has an AUM of ₹1,307.14 Crores and the latest NAV decalared is ₹56.320 as on 14 Jun 2021 at 11:59 am.
Sundaram Rural and Consumption Fund Direct-Growth scheme return performance in last 1 year is 48.58%, in last 3 years is 27.63% and 222.71% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,307.14 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
₹31,950.58 Cr
AUM
91
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
