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  • Sundaram Rural and Consumption Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)

Formerly Sundaram Rural & Consumption DP

Sundaram Mutual Fund

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

EquitySectoral / Thematic - Consumption

22.2442

NAV (Oct 26)

10.3%
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

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

Relative Size

1,302 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

22.2442

NAV (Oct 26)

Fund Returns

Last 1Y
44.1%
Last 3Y
16.4%
Last 5Y
10.3%
Last 10Y
14.7%
Since Inception
11.9%
6 Month CAGR
21.5%
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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

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Very High Risk

Expense Ratio
2.23
Launched (15y ago)
May 12, 2006
AUM in Crores
1301.115
ISIN
INF903J01546
Lock-in
No Lock-in
Benchmark
IISL Nifty India Consumption TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Rohit Seksaria

Fund Manager

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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)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 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
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    23.1%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    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.

    What Scripbox recommendations mean?
    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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    Investing has helped me dream bigger for my life
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    About Sundaram Rural and Consumption Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)

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

    Sundaram Rural and Consumption Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 11.9% over a period of 15 years. The fund was previously known as Sundaram Rural & Consumption DP . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, S. Bharath

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

    The Sundaram Rural and Consumption Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) fund was launched on May 12, 2006. The NAV (Net Asset Value) of this Sectoral / Thematic - Consumption Equity fund as of 2021-10-26 is ₹22.24. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹1301.115. The category risk of the Sundaram Rural and Consumption Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.23 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 97.5% in this asset class. The top three holdings of the fund are , hindustan unilever ltd , varun beverages ltd , asian paints ltd , tata consumer products ltd , hdfc bank ltd , icici bank ltd , crompton greaves consumer electricals ltd , itc ltd , voltas ltd , ramco cements ltd , mahindra & mahindra ltd , sbi life insurance company limited , page industries ltd , ttk prestige ltd , bajaj finance ltd , coromandel international ltd , maruti suzuki india ltd , cash and other net current assets , united spirits ltd , procter & gamble hygiene and health care ltd , titan co ltd , aditya birla fashion and retail ltd , whirlpool of india ltd , heritage foods ltd , kalyan jewellers india ltd , nestle india ltd , westlife development ltd , phoenix mills ltd , bata india ltd , himatsingka seide ltd , v-guard industries ltd , lemon tree hotels ltd , zomato ltd , vip industries ltd , marico ltd , bajaj auto ltd , devyani international ltd , treps , greenlam industries ltd

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

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 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 of Income Distribution cum Capital Withdrawal (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 of Income Distribution cum Capital Withdrawal (PIDCW-A) Review

    Sundaram Rural and Consumption Fund of Income Distribution cum Capital Withdrawal (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 of Income Distribution cum Capital Withdrawal (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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