Mutual Fund Details
Sundaram Rural and Consumption Fund Direct - Growth
NAV
₹33.3331
as on 31 Mar 2020, 11:00 PM
₹1.1366(3.53%)
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 31 Mar 2020
×
1
Canara Robeco Consumer Trends Fund Direct - Growth
7.27%
2
Aditya Birla Sun Life India GenNext Direct Fund - Growth
6.18%
3
Mirae Asset Great Consumer Fund Direct - Growth
6.03%
4
Sundaram Rural and Consumption Fund Direct - Growth
5.62%
5
SBI Consumption Opportunities Fund Direct - Growth
4.49%
Schemes Managed By
Start SIP in this Mutual Fund
Min SIP Amount
₹100
Suggested Date
1st of Every Month
Investment Performance
would have given a return of
₹110,871
₹121,647
₹86,173
₹88,208
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹11,792
Profit (absolute return)
11.79%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
24.60%
In the last 6 months
22.14%
In the last 1 year
23.38%
In the last 3 years
11.79%
In the last 5 years
31.49%
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 Mar 2020, 11:00 PM
₹1,815.65 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.
1.29%
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 29 Feb 2020
FMCG
33.97%
₹616.76 Cr
Financial
24.23%
₹439.85 Cr
Cons Durable
12.97%
₹235.54 Cr
Chemicals
10.12%
₹183.71 Cr
Services
5.94%
₹107.88 Cr
Construction
4.94%
₹89.60 Cr
Automobile
4.67%
₹84.74 Cr
Healthcare
2.49%
₹45.15 Cr
Textiles
0.39%
₹7.02 Cr
Cash Holding
0.30%
₹5.38 Cr
Sectors Holding in this Mutual Fund
as on 29 Feb 2020
FMCG
33.97%
₹616.76 Cr
Financial
24.23%
₹439.85 Cr
Cons Durable
12.97%
₹235.54 Cr
Chemicals
10.12%
₹183.71 Cr
Services
5.94%
₹107.88 Cr
Construction
4.94%
₹89.60 Cr
Automobile
4.67%
₹84.74 Cr
Healthcare
2.49%
₹45.15 Cr
Textiles
0.39%
₹7.02 Cr
Cash Holding
0.30%
₹5.38 Cr
Companies Holding in this Mutual Fund
as on 29 Feb 2020
Hindustan Unilever Ltd.
6.35%
₹115.29 Cr
Tata Consumer Products Ltd.
5.10%
₹92.60 Cr
Varun Beverages Ltd.
3.87%
₹70.27 Cr
City Union Bank Ltd.
3.44%
₹62.46 Cr
Asian Paints Ltd.
3.43%
₹62.28 Cr
Crompton Greaves Consumer Electricals Ltd.
3.37%
₹61.19 Cr
HDFC Bank Ltd.
3.18%
₹57.74 Cr
ICICI Bank Ltd.
3.12%
₹56.65 Cr
SBI Life Insurance Company Ltd.
3.09%
₹56.10 Cr
CreditAccess Grameen Ltd.
3.06%
₹55.56 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 29 Feb 2020
Hindustan Unilever Ltd.
6.35%
₹115.29 Cr
Tata Consumer Products Ltd.
5.10%
₹92.60 Cr
Varun Beverages Ltd.
3.87%
₹70.27 Cr
City Union Bank Ltd.
3.44%
₹62.46 Cr
Asian Paints Ltd.
3.43%
₹62.28 Cr
Crompton Greaves Consumer Electricals Ltd.
3.37%
₹61.19 Cr
HDFC Bank Ltd.
3.18%
₹57.74 Cr
ICICI Bank Ltd.
3.12%
₹56.65 Cr
SBI Life Insurance Company Ltd.
3.09%
₹56.10 Cr
CreditAccess Grameen Ltd.
3.06%
₹55.56 Cr
View All
View All
This fund's returns:
4.09%Return Duration
3 Years
Tata India Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹500
Category Returns
-5.83%
4.70%
3Y Returns
4.70
Mirae Asset Great Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
-5.83%
4.70%
3Y Returns
4.44
Canara Robeco Consumer Trends Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
-5.83%
4.70%
3Y Returns
4.17
Aditya Birla Sun Life India GenNext Direct Fund - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
-5.83%
4.70%
3Y Returns
1.46
UTI India Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹500
Category Returns
-5.83%
4.70%
3Y Returns
-0.41
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 ₹1,815.65 Crores and the latest NAV decalared is ₹33.333 as on 31 Mar 2020 at 11:00 pm.
Sundaram Rural and Consumption Fund Direct - Growth scheme return performance in last 1 year is -23.38%, in last 3 years is -11.79% and 90.99% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,815.65 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
₹31,694.90 Cr
AUM
96
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
