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Sundaram Rural India Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
25.848 0.28 (1.11%)

NAV as on 29 May, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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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

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Benchmark Index:
 
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Returns (NAV as on 29 May, 2015)

Period Returns (%) Rank #
1 mth 3.5 78
3 mth -1.8 52
6 mth 3.1 102
1 year 29.1 92
2 year 25.6 102
3 year - -
5 year - -

# Moneycontrol Rank within 244 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.2 - - - -
2014 5.1 19.9 7.4 8.5 -
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 (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.5 -1.8 3.1 29.1 25.6 -- --
Category avg 3.0 -2.9 2.9 22.2 19.3 15.4 8.2
Difference of Fund returns and Category returns 0.5 1.1 0.2 6.9 6.3 -- --
Best of category 8.0 5.4 17.1 63.6 51.4 42.0 24.4
Worst of category 0.2 -24.3 -16.3 -16.0 2.6 7.4 3.7
Benchmark returns # 2.6 -3.8 0.9 19.8 20.7 20.2 10.2
Difference of Fund returns and Benchmark returns 0.9 2.0 2.2 9.3 4.9 -- --
# 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) 0.34 (Mar-31-2015)
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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor -Direct (G) Not Ranked
731.91 -3.9 1.6 34.1 -- --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -4.1 1.2 33.1 28.2 19.3
HDFC Equity Fund (G) Rank 4
16,359.53 -4.3 -3.2 19.8 24.5 14.2
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -4.1 -2.9 20.7 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -4.0 1.3 33.4 28.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
UPL Chemicals 8.34 6.88
Maruti Suzuki Automotive 6.33 5.22
Bayer CropScien Chemicals 5.65 4.66
HDFC Bank Banking/Finance 5.44 4.48
V-Guard Ind Miscellaneous 5.00 4.12
HDFC Banking/Finance 4.68 3.86
GIC Housing Fin Banking/Finance 4.44 3.66
ICICI Bank Banking/Finance 4.30 3.55
ITC Tobacco 3.96 3.27
PI Industries Chemicals 3.95 3.26

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 26.85 49.30 19.87
Chemicals 19.97 34.16 16.43
Automotive 8.28 20.68 8.17
Miscellaneous 7.06 8.72 2.39
Engineering 5.94 12.54 3.87
Cement 5.00 8.86 3.96

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 95.08
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 3.85
Cash / Call 1.10

View All

Concentration

Holdings (%)
Top 5 25.36
Top 10 42.96
Sector (%)
Top 3 55.10

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