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Sundaram Rural India Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
41.565 0.31 (0.75%)

NAV as on 23 Aug, 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 23 Aug, 2017)

Period Returns (%) Rank #
1 mth -0.2 94
3 mth 6.1 85
6 mth 14.6 44
1 year 22.7 43
2 year 23.4 4
3 year 22.7 8
5 year - -

# Moneycontrol Rank within 261 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.7 6.3 - - -
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 -0.2 6.1 14.6 22.7 23.4 22.7 --
Category avg -1.7 2.5 8.2 13.4 9.8 9.4 9.9
Difference of Fund returns and Category returns 1.5 3.6 6.4 9.3 13.6 13.3 --
Best of category 7.5 16.9 21.3 32.8 25.4 29.8 28.1
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -1.3 5.4 11.2 16.9 15.1 10.6 14.8
Difference of Fund returns and Benchmark returns 1.1 0.7 3.4 5.8 8.3 12.1 --
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) 89.15 (Jun-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 (%)
Reliance Equity Oppor -Direct (G) Rank 5
1,128.01 3.4 11.0 13.2 11.2 --
Reliance Equity Oppor - RP (G) Rank 5
8,797.25 3.2 10.6 12.3 10.4 16.8
Franklin (I) Prima Plus -Direct (G) Rank 3
1,895.25 4.9 9.0 14.5 16.4 --
HDFC Equity Fund - Direct (G) Rank 3
4,723.17 4.2 11.4 20.0 10.9 --
Franklin India Prima Plus (G) Rank 3
9,086.16 4.6 8.4 13.3 15.1 19.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
M&M Automotive 72.97 4.96
HUL Cons NonDurable 71.66 4.87
ITC Tobacco 58.19 3.95
Britannia Food & Beverage 36.86 2.50
Asian Paints Chemicals 36.59 2.49
Maruti Suzuki Automotive 34.88 2.37
Heritage Foods Food & Beverage 34.07 2.31
SBI Banking/Finance 31.25 2.12
Godrej Consumer Cons NonDurable 31.12 2.11
Rashtriya Chem Chemicals 30.52 2.07

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Chemicals 24.98 0.00 0.00
Cons NonDurable 14.43 0.00 0.00
Food & Beverage 13.51 0.00 0.00
Automotive 10.27 0.00 0.00
Banking/Finance 6.87 0.00 0.00
Tobacco 5.64 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 90.61
Others 0.09
Debt 0.00
Mutual Funds N.A
Money Market 8.66
Cash / Call 0.62

View All

Concentration

Holdings (%)
Top 5 18.77
Top 10 29.75
Sector (%)
Top 3 52.92

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