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Sundaram Rural India Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
42.975 0.04 (0.08%)

NAV as on 16 Oct, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 16 Oct, 2017)

Period Returns (%) Rank #
1 mth 0.3 164
3 mth 2.9 132
6 mth 12.7 62
1 year 20.8 69
2 year 27.2 1
3 year 24.3 8
5 year - -

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.7 6.3 1.1 - -
2016 -2.1 18.2 9.5 -7.2 21.7
2015 0.2 1.3 -1.4 -1.3 0.5
2014 5.1 19.9 7.4 8.5 47.7
2013 -13.8 0.5 -6.2 14.3 -3.4

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.3 2.9 12.7 20.8 27.2 24.3 --
Category avg 0.7 3.1 10.0 15.6 13.3 11.1 9.8
Difference of Fund returns and Category returns -0.4 -0.2 2.7 5.2 13.9 13.2 --
Best of category 7.5 16.9 120.9 32.6 27.2 27.0 28.2
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 0.4 3.9 11.9 21.7 14.4 12.9 14.7
Difference of Fund returns and Benchmark returns -0.1 -1.0 0.8 -0.9 12.8 11.4 --
Sundaram Rural India Fund - Direct Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of \"Companies that are focussing on Rural India

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 108.43 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / Avinash Agarwal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Value Discovery Fund (G) Rank 4
14,542.94 2.7 5.0 11.5 13.1 21.0
HDFC Equity Fund (G) Rank 3
14,575.34 0.1 8.1 17.7 11.2 16.5
ICICI Pru Value Discovery - DP (G) Rank 4
2,695.17 3.0 5.6 12.8 14.4 --
Franklin India Prima Plus (G) Rank 3
9,426.19 2.7 8.7 15.7 15.4 19.3
Motilal Focused Multicap 35 -RP (G) Rank 1
4,970.70 5.6 11.0 27.3 25.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
M&M Automotive 80.69 5.03
HUL Cons NonDurable 80.50 5.02
ITC Tobacco 57.58 3.59
Heritage Foods Food & Beverage 42.22 2.63
Britannia Food & Beverage 39.77 2.48
Asian Paints Chemicals 36.81 2.30
Maruti Suzuki Automotive 34.65 2.16
Nestle Food & Beverage 33.47 2.09
Rashtriya Chem Chemicals 33.48 2.09
Tata Global Bev Food & Beverage 32.67 2.04

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Chemicals 23.12 0.00 0.00
Food & Beverage 14.29 0.00 0.00
Cons NonDurable 13.98 0.00 0.00
Automotive 10.20 0.00 0.00
Banking/Finance 5.74 0.00 0.00
Tobacco 4.99 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 90.09
Others 1.84
Debt 0.00
Mutual Funds N.A
Money Market 9.27
Cash / Call -1.20

View All

Concentration

Holdings (%)
Top 5 18.75
Top 10 29.43
Sector (%)
Top 3 51.39

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