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Sundaram Rural India Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
36.281 0.12 (0.33%)

NAV as on 23 Feb, 2017

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 23 Feb, 2017)

Period Returns (%) Rank #
1 mth 4.9 139
3 mth 12.7 19
6 mth 7.1 66
1 year 50.5 4
2 year 17.9 5
3 year 29.6 17
5 year - -

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 4.9 12.7 7.1 50.5 17.9 29.6 --
Category avg 5.1 9.3 4.7 27.1 5.2 14.4 8.7
Difference of Fund returns and Category returns -0.2 3.4 2.4 23.4 12.7 15.2 --
Best of category 10.3 17.7 18.9 54.8 25.4 109.1 26.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 0.7
Benchmark returns # 6.7 12.3 5.1 30.3 3.9 17.1 12.0
Difference of Fund returns and Benchmark returns -1.8 0.4 2.0 20.2 14.0 12.5 --
# 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) 50.29 (Dec-31-2016)
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 (%)
HDFC Equity Fund - Direct (G) Not Ranked
3,289.85 11.0 7.7 43.3 22.0 --
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 8.3 3.9 28.5 27.7 21.9
HDFC Equity Fund (G) Rank 4
12,463.44 10.8 7.2 42.1 21.0 14.8
ICICI Pru Value Discovery - DP (G) Not Ranked
1,799.92 8.6 4.6 30.2 29.1 --
Franklin India Prima Plus (G) Rank 3
7,912.19 11.1 4.5 27.3 24.4 18.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 25.81 3.86
Heritage Foods Food & Beverage 20.13 3.01
UPL Chemicals 19.57 2.93
M&M Automotive 19.22 2.88
Maruti Suzuki Automotive 17.77 2.66
Bayer CropScien Chemicals 17.38 2.60
Balrampur Chini Food & Beverage 17.00 2.54
HUL Cons NonDurable 15.40 2.30
Rallis India Chemicals 14.95 2.24
Varun Beverages Food & Beverage 13.52 2.02

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

Chemicals 20.83 24.88 6.24
Food & Beverage 13.16 7.46 1.72
Banking/Finance 10.87 27.97 17.33
Cons NonDurable 10.23 4.28 2.09
Automotive 8.07 10.08 8.62
Cement 4.54 7.89 2.62

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 85.06
Others 7.85
Debt 0.00
Mutual Funds N.A
Money Market 9.84
Cash / Call -2.76

View All

Concentration

Holdings (%)
Top 5 15.34
Top 10 27.04
Sector (%)
Top 3 44.86

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