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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
Expense Ratio	1.47%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,375
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 100

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Great Consumer Fund - Direct Plan	1000	1000	13.41%
Tata India Consumer Fund - Direct Plan	1000	1000	10.35%
SBI Consumption Opportunities Fund - Direct Plan	0	0	7.73%

Top 10 Holdings

Company	Holding Type	Asset(%)
Tata Consumer Products Ltd	Equity	7
Hindustan Unilever Ltd Ordinary Shares	Equity	6
Crompton Greaves Consumer Electricals Ltd	Equity	5
Varun Beverages Ltd	Equity	5
Mahindra & Mahindra Ltd Ordinary Shares	Equity	5
Asian Paints Ltd Ordinary Shares	Equity	5
HDFC Bank Ltd	Equity	5
ICICI Bank Ltd Ordinary Shares	Equity	4
Voltas Ltd Ordinary Shares	Equity	4
Ramco Cements Ltd Ordinary Shares	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	99
Cash - Repurchase Agreement	1
Cash	0

Sector Allocation(%)

Sector	Percent
Consumer Defensive	30
Consumer Cyclical	25
Financial Services	20
Basic Materials	16
Industrials	6

Fund Manager

S Krishnakumar

5+ years of experience

S. Bharath

2+ years of experience

Rohit Seksaria

0+ years of experience

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.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m