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Sundaram Rural India Fund - Direct Plan (G) SET SMS ALERT

23.879
0.4 (1.70%)
NAV as on Oct-31-2014
NAV as on Oct-31-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Oct-31-2014)

Period Returns (%) Rank #
1 mth 2.5 90
3 mth 12.4 85
6 mth 31.1 95
1 year 47.2 87
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.1 19.9 7.4 - -
2013 -13.8 0.5 -6.2 14.3 -3.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.5 12.4 31.1 47.2 -- -- --
Category avg 3.4 14.1 40.7 59.1 13.6 10.7 7.0
Difference of Fund returns and Category returns -0.9 -1.7 -9.6 -11.9 -- -- --
Best of category 7.4 22.7 74.2 121.1 46.9 36.9 27.3
Worst of category 0.2 8.6 28.2 45.9 21.6 16.8 11.8
Benchmark returns # 4.1 7.8 27.0 38.4 22.0 16.1 12.2
Difference of Fund returns and Benchmark returns -1.6 4.6 4.1 8.8 -- -- --
# 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) 0.15 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager J Venkatesan / S Bharath
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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 13.9 39.2 76.9 28.8 25.3
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 12.7 44.6 78.3 32.5 24.2
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 13.2 35.8 61.3 24.3 22.8
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 14.8 42.8 77.5 26.3 20.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
UPL Chemicals 0.01 5.13
Bayer CropScien Chemicals 0.01 4.42
ITC Tobacco 0.01 4.38
HDFC Bank Banking/Finance 0.01 4.08
Va Tech Wabag Engineering 0.01 4.02
Maruti Suzuki Automotive 0.01 3.89
Heritage Foods Food & Beverage 0.01 3.77
PI Industries Chemicals 0.01 3.76
ICICI Bank Banking/Finance 0.01 3.41
HDFC Banking/Finance 0.01 3.35

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.87 28.28 5.70
Chemicals 19.22 19.22 14.51
Automotive 8.73 11.31 8.45
Engineering 6.60 6.60 1.62
Food & Beverage 5.81 13.01 4.38
Cons NonDurable 5.71 8.60 3.37

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 97.21
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.79

View All

Concentration

Holdings (%)
Top 5 22.03
Top 10 40.22
Sector (%)
Top 3 47.81

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