Moneycontrol
SENSEX NIFTY
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
32.735 0.05 (0.15%)

NAV as on 24 Mar, 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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
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

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 24 Mar, 2017)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year 15.2 -
3 year 24.1 -
5 year 19.1 -

# 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 1.8 13.9 -3.1 28.4 15.2 24.1 19.1
Category avg 1.9 12.4 3.8 21.1 6.8 13.6 9.1
Difference of Fund returns and Category returns -0.1 1.5 -6.9 7.3 8.4 10.5 10.0
Best of category 7.5 25.7 18.9 43.6 25.4 76.8 27.1
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.5 17.4 5.5 24.9 6.2 15.6 13.5
Difference of Fund returns and Benchmark returns -0.7 -3.5 -8.6 3.5 9.0 8.5 5.6
# 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 (%)
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 11.7 2.7 20.6 25.6 22.1
HDFC Equity Fund - Direct (G) Rank 4
3,289.85 14.3 5.8 30.2 19.6 --
Franklin (I) Prima Plus -Direct (G) Rank 3
1,432.63 15.3 5.0 21.2 23.6 --
ICICI Pru Value Discovery - DP (G) Rank 2
1,799.92 12.0 3.4 22.2 27.0 --
Franklin India Prima Plus (G) Rank 3
7,912.19 15.0 4.4 19.8 22.3 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 39.33 4.96
M&M Automotive 27.56 3.48
HUL Cons NonDurable 25.98 3.28
Heritage Foods Food & Beverage 22.52 2.84
UPL Chemicals 19.39 2.45
Britannia Food & Beverage 19.38 2.44
GSFC Chemicals 17.99 2.27
Rallis India Chemicals 17.58 2.22
India Cements Cement 17.01 2.15
Balrampur Chini Food & Beverage 16.91 2.13

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Chemicals 24.33 24.88 17.28
Food & Beverage 13.36 7.46 7.42
Cons NonDurable 11.51 4.28 2.34
Banking/Finance 9.64 17.33 15.32
Automotive 7.99 9.98 8.62
Tobacco 5.94 3.05 1.85

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 89.68
Others 3.47
Debt 0.00
Mutual Funds N.A
Money Market 11.32
Cash / Call -4.45

View All

Concentration

Holdings (%)
Top 5 17.01
Top 10 28.22
Sector (%)
Top 3 49.20

News & Videos

Messages & Community

Sections
Follow us on
Available On