Sundaram Rural and Consumption Fund - Direct Plan
The primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.
Suitability
This product is suitable for investors who are seeking• Long term capital growth.• Investment in equity and equity related instruments of companies focussing on Rural India.
Fund Info
| Scheme Class | Equity |
| Scheme Category | Equity - Consumption |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 1.36% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,047 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 100 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 20.4% | |
| 1000 | 1000 | 20.05% | |
| 0 | 0 | 15.77% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Hindustan Unilever Ltd | Equity | 6 |
| Tata Global Beverages Ltd | Equity | 4 |
| City Union Bank Ltd | Equity | 3 |
| Varun Beverages Ltd | Equity | 3 |
| Asian Paints Ltd | Equity | 3 |
| Crompton Greaves Consumer Electricals Ltd | Equity | 3 |
| HDFC Bank Ltd | Equity | 3 |
| SBI Life Insurance Co Ltd | Equity | 3 |
| ICICI Bank Ltd | Equity | 3 |
| Mahindra & Mahindra Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 99 |
| Mutual Fund - Open End | 1 |
| Cash | 0 |
| Cash - Repurchase Agreement | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Consumer Defensive | 29 |
| Financial Services | 21 |
| Basic Materials | 18 |
| Consumer Cyclical | 17 |
| Industrials | 7 |
Sundaram Mutual Fund
AUM₹30,497 Cr
About
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m