Sundaram Rural and Consumption Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Equity - Other
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 2324.52
Expense Ratio
1.57%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 30800
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
26 Feb 1996
Sponsor
NA
Email
Phone
044 - 28583362
Address
, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,850
Portfolio Value
₹-150
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.