Sundaram Rural and Consumption Fund - Direct (G)

Sundaram Rural and Consumption Fund - Direct (G)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 2051.88
Minimum SIP/LUMPSUM ` 250/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out with in 12 months from the date of allotment.
Exit Load Redemptions / Switch out: For all investmet of 1% of he applicable NAV if redeemed or switched out with in 12 months from the date of allotment.
Expense Ratio 1.4

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 1.86% 0.32%
3 Month -5.57% -5.06%
6 Month -5.24% -4.54%
1 Year -8.50% -5.95%
3 Year 5.45% 7.69%
5 Year 11.92% 8.30%
Since Inception 13.42% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others