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Sundaram Rural India Fund - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
36.002 0.03 (0.09%)

NAV as on 18 Aug, 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 Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 18 Aug, 2017)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year 22.7 -
3 year 26.0 -
5 year 27.6 -

# Moneycontrol Rank within Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 12.0 4.7 - - -
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 -0.3 3.0 11.7 10.6 22.7 26.0 27.6
Category avg -0.2 2.6 9.9 14.3 9.4 10.1 10.1
Difference of Fund returns and Category returns -0.1 0.4 1.8 -3.7 13.3 15.9 17.5
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 # 0.1 3.9 11.9 16.5 10.1 10.8 14.8
Difference of Fund returns and Benchmark returns -0.4 -0.9 -0.2 -5.9 12.6 15.2 12.8
# 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 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (May-04-2017) 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 (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.8 10.1 14.5 17.2 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.5 9.5 13.2 15.9 19.9
Reliance Equity Oppor - RP (G) Rank 5
8,662.40 0.9 11.6 12.8 11.2 16.9
ICICI Pru Value Discovery Fund (G) Rank 4
14,011.22 -0.2 5.5 8.4 12.4 21.4
HDFC Equity Fund - Direct (G) Rank 3
3,971.06 2.4 13.0 20.1 11.5 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

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