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Sundaram Rural India Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
41.783 0.04 (0.09%)

NAV as on 18 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 18 Aug, 2017)

Period Returns (%) Rank #
1 mth 1.2 43
3 mth 4.5 59
6 mth 14.9 54
1 year 23.5 29
2 year 22.1 4
3 year 23.8 9
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 1.2 4.5 14.9 23.5 22.1 23.8 --
Category avg -0.3 2.6 9.9 14.3 9.4 10.1 10.1
Difference of Fund returns and Category returns 1.5 1.9 5.0 9.2 12.7 13.7 --
Best of category 7.5 16.9 21.3 32.6 25.4 39.9 28.3
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -1.8 3.4 10.3 15.7 10.7 10.2 14.6
Difference of Fund returns and Benchmark returns 3.0 1.1 4.6 7.8 11.4 13.6 --
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) 62.78 (Mar-31-2017)
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 - RP (G) Rank 5
8,662.40 0.9 11.6 12.8 11.2 16.9
Franklin India Prima Plus (G) Rank 3
8,479.15 3.5 9.5 13.2 15.9 19.9
HDFC Equity Fund (G) Rank 3
13,046.69 2.2 12.6 19.1 10.6 17.9
HDFC Equity Fund - Direct (G) Rank 3
3,971.06 2.4 13.0 20.1 11.5 --
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.8 10.1 14.5 17.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 4.71 5.28
HUL Cons NonDurable 4.38 4.91
M&M Automotive 3.41 3.83
Britannia Food & Beverage 2.25 2.52
Asian Paints Chemicals 2.24 2.51
Maruti Suzuki Automotive 2.19 2.46
Grasim Conglomerates 1.97 2.21
Godfrey Phillip Tobacco 1.83 2.05
Nestle Food & Beverage 1.82 2.04
Dabur India Cons NonDurable 1.82 2.04

Full Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

Chemicals 22.12 0.00 0.00
Cons NonDurable 14.23 0.00 0.00
Food & Beverage 13.22 0.00 0.00
Automotive 9.40 0.00 0.00
Tobacco 7.33 0.00 0.00
Banking/Finance 7.27 0.00 0.00

View All Sectors

Asset Allocation (%)(Jun 30, 17)

Equity 88.89
Others 1.81
Debt 0.00
Mutual Funds N.A
Money Market 4.60
Cash / Call 4.72

View All

Concentration

Holdings (%)
Top 5 19.05
Top 10 29.85
Sector (%)
Top 3 49.57

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