• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A)

Formerly Sundaram Rural & Consumption Instl DP

Sundaram Mutual Fund

Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A)

EquitySectoral / Thematic - Consumption

31.9314

NAV (Nov 30)

20.6%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in sectoral / thematic - consumption mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - consumption mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,289 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Historical NAV

31.9314

NAV (Nov 30)

Fund Returns

Last 1Y

-6.5%

Last 3Y

15.4%

Last 5Y

20.6%

Last 10Y

NA

Since Inception

15.2%

6 Month CAGR

-7%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.24

Launched (11y ago)

Sep 22, 2010

AUM in Crores

1288.565

ISIN

INF903J01579

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Rohit Seksaria

Fund Manager

user-avatar

S. Bharath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,660 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.4%

    6.9%

    4.5%

    5.5%

    4.6%

    5.5%

    19.2%

    12.1%

    5.1%

    7.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A)

    About Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A)

    Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-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 & Consumption Instl DP . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, S. Bharath

    Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-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 of Income Distribution cum Capital Wtdrwl (PIDCW-A) NAV,AUM,Risk

    The Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A) fund was launched on Sep 22, 2010. The NAV (Net Asset Value) of this Sectoral / Thematic - Consumption Equity fund as of 2018-11-30 is ₹31.93. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹1288.565. The category risk of the Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A) fund is Very High Risk. The fund charges 2.24 % as expense ratio.

    Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.8% in this asset class. The top three holdings of the fund are , hindustan unilever ltd , varun beverages ltd , icici bank ltd , itc ltd , asian paints ltd , hdfc bank ltd , tata consumer products ltd , mahindra & mahindra ltd , crompton greaves consumer electricals ltd , ramco cements ltd , voltas ltd , page industries ltd , ttk prestige ltd , maruti suzuki india ltd , sbi life insurance company limited , titan co ltd , bajaj finance ltd , coromandel international ltd , united spirits ltd , aditya birla fashion and retail ltd , procter & gamble hygiene and health care ltd , heritage foods ltd , whirlpool of india ltd , kalyan jewellers india ltd , nestle india ltd , westlife development ltd , bata india ltd , phoenix mills ltd , v-guard industries ltd , lemon tree hotels ltd , himatsingka seide ltd , marico ltd , bajaj auto ltd , vip industries ltd , zomato ltd , cash and other net current assets , devyani international ltd , treps , fsn e–commerce ventures ltd(nykaa) , avenue supermarts ltd , reverse repo

    Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 of Income Distribution cum Capital Wtdrwl (PIDCW-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 India Consumption TR INR

    Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A) Review

    Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Rural and Consumption Fund Institutional of Income Distribution cum Capital Wtdrwl (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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