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 Type
Open-ended
Scheme Category
Equity - Other
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 2463.53
Expense Ratio
1.35%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 30497
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Equity - Other |
| Benchmark Type | S&P BSE 500 |
| Scheme AUM (in Crs.) | ₹ 2463.53 |
| Expense Ratio | 1.35% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 30497 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
ITC Ltd
Equity
5
Hindustan Unilever Ltd
Equity
4
Mahindra & Mahindra Ltd
Equity
4
UPL Ltd
Equity
4
Sundaram Money Dir Gr
Mutual Fund - Open End
3
State Bank of India
Equity
3
City Union Bank Ltd
Equity
3
Asian Paints Ltd
Equity
3
TTK Prestige Ltd
Equity
2
Britannia Industries Ltd
Equity
2
Asset Allocation(%)
Equity
96
Mutual Fund - Open End
3
Cash - Collateral
0
Cash
0
Sector Allocation(%)
Sector
Percent
Household & Personal Products
13
Agricultural Inputs
8
Auto Manufacturers
7
Building Materials
7
Packaged Foods
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.
Launch Date
26 Feb 1996
Sponsor
NA
Email
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014
Sundaram Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
Get the mobile app on your iOS/Android Device
Mutual Fund House
SBI Mutual Fund
L&T Mutual Fund
Axis Mutual Fund
UTI Mutual Fund
LIC Mutual Fund
TATA Mutual Fund
IDFC Mutual Fund
PPFAS Mutual Fund
IDBI Mutual Fund
Quantum Mutual Fund
HDFC Mutual Fund
Invesco Mutual Fund
Union Mutual Fund
HSBC Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Essel Finance Mutual Fund
Franklin Mutual Fund
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.