Mutual Fund Details
Sundaram Rural and Consumption Fund Direct - Growth
NAV
₹46.6967
as on 24 Jan 2020, 10:55 PM
₹0.3414(0.74%)
Last Change
Scheme Ratings
3
Consumption & Demand
5Y Returns
Consumption & Demand
Rankings based on 5Y Returns | as on 27 Jan 2020
×
1
Mirae Asset Great Consumer Fund Direct - Growth
13.58%
2
Aditya Birla Sun Life India GenNext Direct Fund - Growth
13.20%
3
Sundaram Rural and Consumption Fund Direct - Growth
11.97%
4
SBI Consumption Opportunities Fund Direct - Growth
11.86%
5
Canara Robeco Consumer Trends Fund Direct - Growth
11.80%
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
₹130,982
₹134,060
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹34,060
Profit (absolute return)
34.06%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
7.23%
In the last 6 months
16.26%
In the last 1 year
12.69%
In the last 3 years
34.06%
In the last 5 years
76.12%
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 24 Jan 2020, 10:55 PM
₹1,958.08 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year
1.41%
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 Dec 2019
FMCG
33.07%
₹647.53 Cr
Financial
23.75%
₹465.06 Cr
Cons Durable
11.82%
₹231.37 Cr
Chemicals
9.71%
₹190.13 Cr
Construction
6.21%
₹121.54 Cr
Automobile
5.71%
₹111.87 Cr
Services
5.07%
₹99.32 Cr
Healthcare
2.07%
₹40.53 Cr
Cash Holding
1.76%
₹34.51 Cr
Textiles
0.46%
₹8.92 Cr
View All
View All
Sectors Holding in this Mutual Fund
as on 31 Dec 2019
FMCG
33.07%
₹647.53 Cr
Financial
23.75%
₹465.06 Cr
Cons Durable
11.82%
₹231.37 Cr
Chemicals
9.71%
₹190.13 Cr
Construction
6.21%
₹121.54 Cr
Automobile
5.71%
₹111.87 Cr
Services
5.07%
₹99.32 Cr
Healthcare
2.07%
₹40.53 Cr
Cash Holding
1.76%
₹34.51 Cr
Textiles
0.46%
₹8.92 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Dec 2019
Hindustan Unilever Ltd.
5.40%
₹105.74 Cr
Tata Global Beverages Ltd.
4.39%
₹85.96 Cr
City Union Bank Ltd.
3.58%
₹70.10 Cr
Asian Paints Ltd.
3.37%
₹65.99 Cr
Varun Beverages Ltd.
3.26%
₹63.83 Cr
HDFC Bank Ltd.
3.18%
₹62.27 Cr
SBI Life Insurance Company Ltd.
3.17%
₹62.07 Cr
ICICI Bank Ltd.
3.17%
₹62.07 Cr
Crompton Greaves Consumer Electricals Ltd.
3.07%
₹60.11 Cr
Bata India Ltd.
3.00%
₹58.74 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Dec 2019
Hindustan Unilever Ltd.
5.40%
₹105.74 Cr
Tata Global Beverages Ltd.
4.39%
₹85.96 Cr
City Union Bank Ltd.
3.58%
₹70.10 Cr
Asian Paints Ltd.
3.37%
₹65.99 Cr
Varun Beverages Ltd.
3.26%
₹63.83 Cr
HDFC Bank Ltd.
3.18%
₹62.27 Cr
SBI Life Insurance Company Ltd.
3.17%
₹62.07 Cr
ICICI Bank Ltd.
3.17%
₹62.07 Cr
Crompton Greaves Consumer Electricals Ltd.
3.07%
₹60.11 Cr
Bata India Ltd.
3.00%
₹58.74 Cr
View All
View All
This fund's returns:
10.26%Return Duration
3 Years
Mirae Asset Great Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
7.57%
20.23%
3Y Returns
20.23
Tata India Consumer Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹500
Category Returns
7.57%
20.23%
3Y Returns
19.93
Canara Robeco Consumer Trends Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
7.57%
20.23%
3Y Returns
17.69
Aditya Birla Sun Life India GenNext Direct Fund - Growth
EquityConsumption & Demand
Min. Investment
₹1000
Category Returns
7.57%
20.23%
3Y Returns
16.72
SBI Consumption Opportunities Fund Direct - Growth
EquityConsumption & Demand
Min. Investment
₹500
Category Returns
7.57%
20.23%
3Y Returns
15.97
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 ₹1,958.08 Crores and the latest NAV decalared is ₹46.697 as on 24 Jan 2020 at 10:55 pm.
Sundaram Rural and Consumption Fund Direct - Growth scheme return performance in last 1 year is 12.69%, in last 3 years is 34.06% and 167.57% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,958.08 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
₹30,382.93 Cr
AUM
95
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
