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: ₹ 62.1 as on 21-10-2021

Fund Overview

Expense ratio
Expense ratio
1.24%
Benchmark
Benchmark
S&P BSE 500 India TR INR
AUM
AUM
₹1301 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 97.5%
  • Debt & Cash 2.5%
Size breakup
Large cap
67.22%
Mid cap
29.08%
Small cap
2.08%
Micro cap
1.62%
Sector Allocation
Defensive
31.8%
Cyclical
31.7%
Financial Services
16.3%
Basic Materials
13.4%
Industrial
5.5%
Real Estate
1.3%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings39
Equity Holdings37
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

S. Bharath,Rohit Seksaria
About the fund

About the fund

This fund has delivered an average annual returns of 15.63% since inception which is less than its category average return of 16.7%
Fund Allocations

Fund Allocations

This fund has an allocation of 97.5% in Equity, 0% in Debt and 2.5% in Cash related instruments
AUM size ₹1301 Cr

AUM size ₹1301 Cr

This fund has AUM of ₹1301 Cr which is more than its category average of ₹ 962 Cr
Expense Ratio 1.24%

Expense Ratio 1.24%

This fund has an expense ratio of 1.24% which is less than its category average expense ratio of 1.82%

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,
We are a SEBI registered investement advisor