Sundaram Rural and Consumption Fund Regular Plan - Growth

(Erstwhile Sundaram Rural India Fund Growth)
Fund House: Sundaram Mutual Fund
Category: Equity: Thematic-Consumption
Launch Date: 12-05-2006
Asset Class: Equity
Benchmark: Nifty India Consumption TRI
Expense Ratio: 2.3% As on (31-03-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,156.86 Cr As on (30-04-2022)
Turn over: 36% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

53.0162

11.03%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 7 Months
11 Years 1 Months
14 Years 9 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate consistent long-term returns by investing predominantly in equity/ equity related instruments of companies that focus on Rural India

Current Asset Allocation (%)

Indicators

Volatility 14.72
Sharp Ratio 1.41
Alpha 3.79
Beta 0.15
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Rural and Consumption Fund Regular Plan - Growth 12-05-2006 4.08 25.59 8.32 6.73 14.53
SBI Consumption Opportunities Fund - Regular - Growth 14-07-1999 17.93 43.33 16.68 13.26 -
ICICI Prudential Bharat Consumption Fund - Growth Option 09-04-2019 14.48 28.39 12.94 - -
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 13.65 34.66 18.27 11.09 14.8
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 8.55 33.23 14.02 13.37 16.83
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 7.62 32.01 14.43 12.44 17.59
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 7.46 24.26 12.01 8.95 11.76
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 5.92 31.33 15.58 13.55 17.15
Tata India Consumer Fund-Regular Plan-Growth 05-12-2015 5.74 25.78 12.02 11.75 -
Mahindra Manulife Rural Bharat and Consumption Yojana - Regular Plan - Growth 13-11-2018 3.7 27.08 8.12 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.11%

Others

3.48%

Large Cap

66.49%

Mid Cap

22.93%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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