• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Rural and Consumption Fund (PIDCW-A)

Formerly Sundaram Rural & Consumption DP

Sundaram Mutual Fund

Sundaram Rural and Consumption Fund (PIDCW-A)

EquitySectoral / Thematic - Consumption

23.8048

NAV (Aug 16)

8.6%
5 Year CAGR
Scripbox Opinion
Not Recommended
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 ->

Fund Size

₹ 1,206 Cr

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Equity Funds

Want the focused equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.8048

NAV (Aug 16)

Fund Returns

Last 1Y

15.8%

Last 3Y

17.7%

Last 5Y

8.6%

Last 10Y

15.4%

Since Inception

11.8%

6 Month CAGR

11.1%

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.

Expense Ratio

2.25

Launched (16y ago)

May 12, 2006

AUM in Crores

1206.076

ISIN

INF903J01546

Lock-in

No Lock-in

Benchmark

IISL Nifty India Consumption TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Ratish Varier

Fund Manager

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Ashish Aggarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-08-16

Top Stock Holdings

hindustan unilever ltd

8%
8%

titan co ltd

6.1%
6.1%

maruti suzuki india ltd

5.9%
5.9%

varun beverages ltd

5.8%
5.8%

hdfc bank ltd

5.5%
5.5%
See all holdings

Allocation by Sector

consumer defensive

32.9%
32.9%

consumer cyclical

32.3%
32.3%

financial services

13.2%
13.2%

basic materials

4.7%
4.7%

communication services

3.3%
3.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,507 cr

₹ 14,233 cr

₹ 14,233 cr

₹ 4,507 cr

₹ 4,507 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 54,771 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    4.7%

    6.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Rural and Consumption Fund (PIDCW-A) Review

    Sundaram Rural and Consumption Fund (PIDCW-A) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 11.8% over a period of 16 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 Ashish Aggarwal, Ratish Varier, Rohit Seksaria, S. Bharath.

    Nav of Sundaram Rural and Consumption Fund (PIDCW-A) as of 8/16/2022 is ₹23.80 with the total AUM as of 8/17/2022 is ₹1206.076. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Rural and Consumption Fund (PIDCW-A) was launched on May 12, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Rural and Consumption Fund (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Rural and Consumption Fund (PIDCW-A) 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 (PIDCW-A) is rated as a 2 fund in Equity and delivered 15.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Rural and Consumption Fund (PIDCW-A).

    Frequently Asked Questions

    What is Sundaram Rural and Consumption Fund (PIDCW-A)?

    Sundaram Rural and Consumption Fund (PIDCW-A) is a Sectoral / Thematic - Consumption Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Rural and Consumption Fund (PIDCW-A)?

    You can invest in Sundaram Rural and Consumption Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Rural and Consumption Fund (PIDCW-A)?

    The minimum sip amount for Sundaram Rural and Consumption Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Sundaram Rural and Consumption Fund (PIDCW-A) good to invest in?

    As per Scripbox experts, Sundaram Rural and Consumption Fund (PIDCW-A) is a Neutral fund. You can investSundaram Rural and Consumption Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Rural and Consumption Fund (PIDCW-A)?

    The expense ratio of the Sundaram Rural and Consumption Fund (PIDCW-A) is 2.25% for regular plan.