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Sundaram Rural India Fund - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
32.401 0.05 (0.15%)

NAV as on 21 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 21 Feb, 2017)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year - -
3 year - -
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 18.1 7.8 -13.2 12.0
2015 0.2 1.3 -1.4 -1.3 0.5
2014 5.0 13.4 7.4 8.5 39.5
2013 -12.2 0.4 -6.2 14.3 -1.7
2012 14.3 -2.2 11.3 6.5 35.8

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 -- -- -- -- -- -- --
Category avg 5.8 11.3 4.6 26.3 5.0 14.4 8.4
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 11.6 21.9 18.9 52.5 25.4 107.4 25.9
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 0.1
Benchmark returns # 6.6 14.2 4.9 28.3 3.9 17.2 11.4
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

he 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 Dividend
Launch date Mar 20, 2006
Benchmark S&P BSE 500
Asset Size (Rs cr) 0.00 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-02-2014) 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 12.4 7.0 41.5 22.0 --
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 9.8 3.2 27.0 27.8 21.1
ICICI Pru Value Discovery - DP (G) Not Ranked
1,799.92 10.1 3.9 28.7 29.2 --
HDFC Equity Fund (G) Rank 4
12,463.44 12.2 6.6 40.3 21.1 14.1
Franklin India Prima Plus (G) Rank 3
7,912.19 12.5 4.2 26.3 24.5 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco - 4.21
Heritage Foods Food & Beverage - 3.61
Bayer CropScien Chemicals - 3.25
M&M Automotive - 2.90
Maruti Suzuki Automotive - 2.79
Himatsingka Sei Manufacturing - 2.77
Shriram City Banking/Finance - 2.33
HUL Cons NonDurable - 2.30
JagranPrakashan Media - 2.26
Varun Beverages Food & Beverage - 2.25

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

Chemicals 20.51 24.88 6.24
Food & Beverage 13.27 7.46 1.72
Banking/Finance 10.86 27.97 15.32
Cons NonDurable 8.78 4.28 2.09
Automotive 8.45 10.08 8.62
Manufacturing 5.93 3.75 0.39

View All Sectors

Asset Allocation (%)(Dec 30, 16)

Equity 87.66
Others 0.47
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.87

View All

Concentration

Holdings (%)
Top 5 16.76
Top 10 28.67
Sector (%)
Top 3 44.64

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