Rating : ★ ★ ★ ★ ☆

Sundaram Rural and Consumption Fund Direct Plan Dividend Reinvestment Option

Equity

  

Thematic Fund

NAV

21.7249 +0.1964

(as on 24 Feb, 2021)

RETURNS

6.12 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

1%

Asset Size

1374.93 Cr.

(As of 31 Jan, 2021)

Benchmark

IISL Nifty 500 TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

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.

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Fund manager

S Krishnakumar

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Tata Consumer Products Ltd

6.51%

Hindustan Unilever Ltd Ordinary Shares

6.26%

Crompton Greaves Consumer Electricals Ltd

5.29%

Varun Beverages Ltd

5.23%

Sector Allocation

About the Scheme Type

Thematic Funds invest in the sectors which have a common theme. Unlike sectoral funds, which invest in particular sectors, thematic funds invest around various themes such as international exposure, commodity exposure, multi sector, etc. These funds are more prone to risk and volatility and are better for informed investors who have knowledge of the moving trends of particular themes. The underlying objective of thematic funds is to benefit from specific theme related investments which have a good growth potential.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

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Overview of Sundaram Asset Management Company Ltd

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