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You are here : Moneycontrol > Mutual Funds > Diversified Equity > Sundaram Mutual Fund > Sundaram Rural India Fund - Institutional Plan (D)

Sundaram Rural India Fund - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
39.166 0.14 (0.36%)

NAV as on 17 Jan, 2018

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 Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 17 Jan, 2018)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year 35.4 -
3 year 20.4 -
5 year 24.2 -

# Moneycontrol Rank within 261 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 12.0 4.7 -0.3 9.2 30.7
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

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 3.5 5.6 7.5 26.1 35.4 20.4 24.2
Category avg 3.1 6.8 10.3 27.0 21.0 10.2 10.3
Difference of Fund returns and Category returns 0.4 -1.2 -2.8 -0.9 14.4 10.2 13.9
Best of category 9.1 18.6 25.6 59.6 46.3 24.2 28.3
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # 4.5 7.6 11.9 33.9 25.6 11.5 14.7
Difference of Fund returns and Benchmark returns -1.0 -2.0 -4.4 -7.8 9.8 8.9 9.5
# 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-31-2017)
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 (%)
HDFC Equity Fund (G) Rank 3
15,459.56 13.3 13.0 34.7 12.0 17.5
Motilal Focused Multicap 35 -RP (G) Rank 1
6,232.97 5.3 11.8 38.6 20.4 --
ICICI Pru Value Discovery Fund (G) Rank 5
14,465.29 7.5 10.0 22.3 10.5 20.4
Motilal Focused Multicap 35 -DP (G) Rank 1
4,054.76 5.6 12.3 39.9 21.5 --
Franklin India Prima Plus (G) Rank 3
9,740.04 7.3 10.0 29.1 12.4 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
HUL Cons NonDurable 99.89 5.00
M&M Automotive 98.46 4.93
ITC Tobacco 64.01 3.20
SBI Banking/Finance 57.66 2.88
NCC Cement 49.22 2.46
Tata Global Bev Food & Beverage 48.81 2.44
Tata Chemicals Chemicals 48.33 2.42
Britannia Food & Beverage 48.16 2.41
Maruti Suzuki Automotive 47.30 2.37
Heritage Foods Food & Beverage 47.09 2.36

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Chemicals 19.05 20.83 20.83
Food & Beverage 13.97 13.16 13.16
Cons NonDurable 13.33 10.23 10.23
Automotive 10.09 8.07 8.07
Cement 8.27 4.54 4.54
Banking/Finance 6.18 10.87 10.87

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 90.86
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 8.47
Cash / Call 0.66

View All

Concentration

Holdings (%)
Top 5 18.47
Top 10 30.47
Sector (%)
Top 3 46.35

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