Sectoral / thematic - consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Scheme Information
Investment 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.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Sundaram Asset Management Company Ltd manages assets worth 30,993 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Sundaram Rural and Consumption Fund Institutional (DP-A)
About Sundaram Rural and Consumption Fund Institutional (DP-A)
Sundaram Rural and Consumption Fund Institutional (DP-A) is a sectoral / thematic - consumption equity fund and has delivered an annualised return of 15.2% over a period of 11 years .The fund was previously known as Sundaram Rural India Instl DS.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Rohit Seksaria, S. Bharath, S Krishnakumar
Sundaram Rural and Consumption Fund Institutional (DP-A) Investment 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. However, there is no assurance that the objective of the scheme will be realized.
Sundaram Rural and Consumption Fund Institutional (DP-A) NAV,AUM,Risk
The Sundaram Rural and Consumption Fund Institutional (DP-A) fund was launched on Sep 22, 2010. The NAV (Net Asset Value) of this sectoral / thematic - consumption equity as of 2018-11-30 is ₹ 31.9314. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 1374.933. The category risk of the Sundaram Rural and Consumption Fund Institutional (DP-A) fund is Very High Risk.
The fund charges 2.24 % as expense ratio.
Sundaram Rural and Consumption Fund Institutional (DP-A) Holdings
The fund’s highest allocation is towards equity and has invested 99.4% in this asset class. The top three holdings of the fund are tata consumer products ltd,hindustan unilever ltd and crompton greaves consumer electricals ltd
Sundaram Rural and Consumption Fund Institutional (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Sundaram Rural and Consumption Fund Institutional (DP-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR
Sundaram Rural and Consumption Fund Institutional (DP-A) Review
Sundaram Rural and Consumption Fund Institutional (DP-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Rural and Consumption Fund Institutional (DP-A) has a score of 4 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
