Sundaram Rural and Consumption Fund - Direct Plan - Growth Option
Sundaram Rural and Consumption Fund - Direct Plan - Growth Option

Sundaram Rural and Consumption Fund - Direct Plan - Growth Option

Equity
Direct
Very High Risk
Equity - Consumption

NAV: ₹ 61.3 as on 08-12-2021

About the Fund

Sundaram Rural and Consumption Fund - Direct Plan - Growth Option is an equity fund. This fund was started on  1 January, 2013. The fund is managed by S. Bharath, Rohit Seksaria. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram Rural and Consumption Fund - Direct Plan - Growth Option has a NAV of 61.324 as on 09-Dec-2021.

2) Sundaram Rural and Consumption Fund - Direct Plan - Growth Option has 1289 Cr worth of assets under management (AUM) as on 09-Dec-2021 and is more than category average.

3) The fund has an expense ratio 1.25 %.

Fund Overview

Expense ratio
Expense ratio
1.25%
Benchmark
Benchmark
S&P BSE 500 India TR INR
AUM
AUM
₹1289 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
15.69%

Fund Distribution

  • Equity 98.8%
  • Debt & Cash 1.2%
Size breakup
Large cap
63.86%
Mid cap
32.39%
Small cap
3.76%
Sector Allocation
Cyclical34.6%
Defensive31.2%
Financial Services15.9%
Basic Materials11.9%
Industrial5.2%
Real Estate1.2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings3
Hindustan Unilever Ltd
Hindustan Unilever Ltd
6.1%
Varun Beverages Ltd
Varun Beverages Ltd
6.1%
ICICI Bank Ltd
ICICI Bank Ltd
5.6%
Asian Paints Ltd
Asian Paints Ltd
5.2%
ITC Ltd
ITC Ltd
5.2%
HDFC Bank Ltd
HDFC Bank Ltd
4.9%
Tata Consumer Products Ltd
Tata Consumer Products Ltd
4.7%
Mahindra & Mahindra Ltd
Mahindra & Mahindra Ltd
4.5%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 15.2% since inception which is less than its category average return of 16.14%
Fund Allocations

Fund Allocations

This fund has an allocation of 98.8% in Equity, 0% in Debt and 1.2% in Cash related instruments
AUM size ₹1289 Cr

AUM size ₹1289 Cr

This fund has AUM of ₹1289 Cr which is more than its category average of ₹ 971 Cr
Expense Ratio 1.25%

Expense Ratio 1.25%

This fund has an expense ratio of 1.25% which is less than its category average expense ratio of 1.72%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Frequently Asked Questions

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We are a SEBI registered investement advisor
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