3 Year return
21.76%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1494.81 Cr.
Expense Ratio
1.3% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Tax Implications
Withdrawal within 1 year:
15% tax on gains
Withdrawal after 1 year:
10% tax on gains above ₹1 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
RV
Ratish Varier
Fund Manager since Jun 2024
Fund House Details
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Infrastructure Fund IDCW Direct Plan Payout |
37.18% |
0 |
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
34.11% |
0 |
Bank of India Manufacturing and Infrastructure Fund Direct Plan Quarterly IDCW Payout |
31.19% |
0 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Key Features of The Fund
5-year return | 20.86% |
Expense Ratio | 1.3% |
Fund Manager | Ratish Varier |
Fund Size | ₹1494.81 Cr |
Risk Profile | Very High |
AMC Contact Details
Name | Sundaram Mutual Fund |
Launch Date | 1996 |
Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
customerservices@sundarammutual.com | |
Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment?
What is the AUM of Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment?
What is the expense ratio of Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment?
What are the returns of Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment?
How do I invest in Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.