How Sundaram Rural and Consumption Fund is Helping India Getting Rich?

India is one of the most populous countries in the world. Nearly 70% of the population still lives in rural areas. As a result, the country is ailing with problems like unemployment, poor infrastructure, improper sanitation, and depleting quality of life. The government has been working with full force to eradicate these problems and build a stronger, happier society where every person gets the best of life.

Promoting industries in the backward sections of the society is an important step in ruling out the above mentioned problems. And with mutual funds such as Sundaram Rural and Consumption Fund, this task has become even more possible. This fund is specially designed to source more capital from the market and inject in the rural based companies.

Understanding the theme

MySIPonline – India’s leading online investment brand – has put out a detailed outlet of Sundaram Rural and Consumption Fund (G). It will help you to understand how this fund can work for the betterment of the investors and the society at large. Let’s see how it all works.
Sundaram Rural and Consumption Fund – Regular Plan, previously known as Sundaram Rural India Fund, is a thematic fund that direct its capital in rural based companies. It strives to create wealth by promoting these companies and helping them to achieve better yields, every year. In other words, it works as a bridge between the providers and seekers of the capital with an aim to promote and develop the poorer sections of India.

The Bio Data

When investing in a fund, it is important to take note of its key highlights. Sundaram Rural and Consumption Fund (G) is aimed at a noble cause, but from a business point of view this reason is not enough for initiating an investment in it. Hence, the experts of MySIPonline have penned down the main details about this fund that will help you to gauge if it deserves your money. Let’s take a look at these details: -

1. The Age : Sundaram Rural and Consumption Fund is working since 2006. It is geared towards promoting rural areas and creates capital through diversified equity portfolio. Normally, a fund is considered fit to invest if it has passed at least 5 years in the market. Since Sundaram Rural and Consumption Fund G has been in the market for over a decade, it suffices this requirement. 
2. The Wealth : Over the years, Sundaram Rural and Consumption Fund (Growth) has accumulated a wealth which is worth ₹2, 347 crore as valued on 31st May 2019. This is a sufficient corpus to initiate further expansion and can lead to better future prospects. 
3. The Expenses : The fund expenses is an inevitable part of any mutual fund. However, it should not exceed the maximum limit set which is 3%, currently. In case of Sundaram Rural and Consumption Fund (G), this ratio sits at the value of 2.17%. This tell-tales that the expenses are well under control and the resources are utilized optimally. 
4. The Returns : In the past, Sundaram Rural and Consumption Fund – Regular Plan (G) has given attractive returns, surpassing the performance of the benchmark (NIFTY 500 TRI) and the peers. The last five-year yield sits an average of 14.51%, while the yield to date average out at 11.52%. 

On the basis of the above information, it will be justified to say that Sundaram Rural and Consumption Fund (G) is indeed a good investment option. By investing in it, you can grow yours as well as the country’s wealth in a few years. For making the best financial plan, take assistance from MySIPonline. 

Why Axis Focused 25 Fund is in the Top Recommendations of Wealth Experts?

The equities hold a very large share in the mutual fund market. There are tonnes of products of various genres in the market, ready to be tapped for growth and returns. However, it is reasonably difficult to identify and decide which equity funds – large caps, mid-caps and small caps – hold correct valuation and will perform well in the future.

Axis Focused 25 Fund, being an equity-oriented multicap fund, provides the liberty to enrich the portfolio with the prowess of all types of equity stocks. This then allows the freedom of balancing the stocks on the basis of various merits, including their market valuation. This fund is best for creating a robust portfolio set in the long-term, which can provide capital appreciation and achievement of goals.

Why Experts are Recommending Axis Focused 25 Fund (G)?

From the point of view of MySIPonline’s experts and other market gurus, multicap funds hold a superior position in comparison to other funds, as far as valuation of the funds is concerned. Normally, each category fund has to be valued separately to decide which fund will perform better. However, this drill is easier in multicap mutual funds since not many but only one fund has to be valued. Also, there is a flexibility of adjusting the stocks (large cap, midcap and small cap) in accordance with the market so as to ensure that the portfolio is devised in the best possible manner and no overpriced stocks are included in it.

What was the Past Performance of the Fund?

Besides having the flexibility to involve multiple stocks, Axis Focused 25 Fund Regular Plan Growth won the experts’ recommendation on the basis of its past performance. The fund has given remarkable returns in the past and has also been able to keep a steady growth. If we calculate average yield produced toll date by the fund it comes out to 16.24%, which is a decent figure. The fact that the fund has been recently introduced in 2012 further complements its performance capability, since it is a remarkable achievement in such short time. Also, a comparative analysis of the fund reveals that it has stayed well ahead of the peers and has also beaten the benchmark. The comparison is shown below in the table for your reference: -

Who can Invest in Axis Focused 25 Fund (G)?

The doors of multicap funds are open for all, since they are a conglomeration of all kinds of stocks and do not focus on a particular style of investing. They follow a universal approach for investing and find the best prospects across different segments of mutual funds. Axis Focused 25 Fund – Regular Plan (G), being a top class multicap fund, harbours these benefits of universal investing. There is no special reservation for one or two stocks, and an assorted pool of stocks together form the portfolio of the fund. Hence, on the basis of these merits it can be concluded that all kinds of investors can place their money in Axis Focused 25 Fund. There is no bar on the entry, and the prospects are positive for anybody who invests in this fund.

Therefore, if you are looking for an ideal investment option for achieving your objectives, then you are suggested to invest in Axis Focused 25 Fund (G). MySIPonline’s easy investment services will allow you to buy a slice of this fund in no time. So, stop thinking and start acting. Invest today!