Sundaram Rural and Consumption Fund’s portfolio comprises the stocks of the companies which focus on rural and consumption themes. The fund offers the long-term capital growth was earlier known as Sundaram Rural India Fund. Investors seeking consistent long-term returns by investing in equity and equity-related securities should invest in Sundaram Rural India Fund Growth. It is suitable for the investors who have a moderately high-risk appetite.
|Fund Type||Open Ended|
|Asset Size(Cr)||2539.98 (As on Jul 31, 2018)|
|Fund Manager||S Krishna Kumar (2.5), Shiv Chanani (1.7)|
|Min SIP Investment||250|
|Min Addl Investment||500|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Sundaram Rural and Consumption Fund (G)|| ||6.95 %||16.89 %||25.32 %|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment || Amount Invested || Investment Value As on date || Units Purchased || CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested || Investment Value As on Date || Total Units Purchased || Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
Sundaram Rural India Fund is an open-ended mutual fund investment plan designed by the fund managers of Sundaram Mutual Funds. It is an open-ended diversified equity plan which provides wide diversification to the invested capital to let it grow into wealth. The investors seeking long-term growth of capital and want to get higher returns in a long tenure keeping the risk profile high must invest their capital in this plan. Here we have provided a brief synopsis of this scheme to help you gain knowledge about the same.
The primary objective of this plan is to generate consistent long-term returns by investing in the equity and equity-related securities of the companies which are focussed on Rural India. The main features of the scheme include:
NAV of Sundaram Rural india Fund amounts to Rs.35.6908 as on February 13, 2017. This shows the market holding of the scheme and helps everyone in computing the accurate value of their invested capital. The minimum investment amount for this scheme is Rs.5,000 to make a lumpsum purchase. On the flip side, one can opt for the SIP investment plan in this scheme as well to make small payments at regular interval. The asset allocation of Sundaram Rural india fund G is made on a proportionate basis where 7-% to 100% allotment of funds is made in the equities with a high-risk profile. On the flip side, the remaining 0% to 30% is invested in the equity derivatives with high risk. Moreover, in order to diversify the portfolio further, the scheme makes an investment in the money market instruments as well which have low to medium risk. This way, the scheme possesses the high-growth potential and tends to produce greater returns.
The scheme is a very good performer in the ‘Diversified Equity’ category and ranked ‘First’ as per CRISIL rating for the quarter ended in September 2016. The absolute annual returns reached up to 46.6% in the year 2014 and were 20.8% for the year 2016. Moving further, we have analysed the annualised returns offered by the scheme which are 52.30% in one-year investments. The three- and five-year investments by the scheme are 29.7% and 19.90% respectively. The scheme is an outperformer in the category and has been outperforming its benchmark for a long time.
With an asset size amounting to Rs.668 Crore as on January 31, 2017, this fund has a major allotment of around 92.92% in the equity funds. The remaining 9.84% has been invested in the debt instruments to stabilise the returns’ performance. The average market capitalisation of Sundaram Rural india fund Growth amounts to Rs.15,042.15 Crore as per the latest data, which shows the market holdings of the scheme as of now. With the growth style of investing, the scheme is oriented towards the high-growth companies and has major investments in them.
The sector allocation graph of Sundaram Rural Fund depicts major allocation of the assets in the FMCG, financial, chemicals, automobiles, construction, and consumable goods. The top holdings of the scheme include well-established and high-yielding entities which include BSE, ITC, Heritage Foods, UPL, Mahindra & Mahindra, and Maruti Suzuki India. These organisations tend to offer greater returns to the investors along with minimised risk.
Our fund analysts have well evaluated Sundaram Rural India Fund (G) scheme and are convinced with its track record and portfolio. They recommend every investor having long-term tenure and high risk-bearing capacity to invest their money in this plan for assured capital growth. If you too want to buy this scheme online, you must avail our online investing solutions. They will help you in making better investments with ease. Moreover, our expert team of fund analysts will assist you in buying scheme in the right way.