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 - Other |
| Benchmark Type | S&P BSE 500 |
| Expense Ratio | 1.35% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,464 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 14.62% | |
| 1000 | 1000 | 14.93% | |
| 500 | 500 | 9.12% | |
| 1000 | 1000 | 13.84% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
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(%)
| Asset | Percent |
|---|---|
| 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.
Email
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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