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

Sundaram Rural India Fund - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
26.763 0.3 (1.12%)

NAV as on 30 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS :
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 Mar 2015) 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 30 Jul, 2015)

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

# Moneycontrol Rank within 30 Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.2 1.3 - - -
2014 5.0 13.4 7.4 8.5 -
2013 -12.2 0.4 -6.2 14.3 -1.7
2012 14.3 -2.2 11.3 6.5 35.8
2011 - 0.2 -5.8 -9.5 -9.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average ()

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 8.5 12.5 5.0 21.0 29.6 24.8 --
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 8.5 12.5 5.0 21.0 29.6 24.8 --
Worst of category 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Benchmark returns # 3.0 5.0 -1.1 14.3 26.8 19.4 9.0
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 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-02-2014)
Bonus N.A.
Fund Manager J Venkatesan / S Bharath
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

Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Sundaram Capex Oppor.- IP (G) Not Ranked
0.32 0.0 0.0 -- -- --
Mirae Ultra STBF - SIP (G) Not Ranked
257.04 0.0 0.0 -- -- --
Mirae Liquid Fund - SIP (G) Not Ranked
231.07 0.0 0.0 -- -- --
HSBC Income (IP)-Inst Plan (G) Not Ranked
2.70 0.0 0.0 -- -- --
Peerless Ultra Short Term -IP (G) Not Ranked
20.98 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
UPL Chemicals - 6.88
Maruti Suzuki Automotive - 5.53
Bayer CropScien Chemicals - 4.80
HDFC Bank Banking/Finance - 4.74
Heritage Foods Food & Beverage - 3.78
V-Guard Ind Miscellaneous - 3.62
GIC Housing Fin Banking/Finance - 3.50
Bajaj Finance Banking/Finance - 3.26
ITC Tobacco - 3.13
AB Nuvo Conglomerates - 3.08

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.69 49.30 19.87
Chemicals 21.37 34.16 17.28
Automotive 7.63 20.68 7.40
Engineering 6.46 12.54 5.94
Miscellaneous 6.39 8.72 3.16
Cement 4.85 8.86 4.35

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 92.54
Others 1.64
Debt 0.00
Mutual Funds N.A
Money Market 5.43
Cash / Call 0.37

View All

Concentration

Holdings (%)
Top 5 25.73
Top 10 42.32
Sector (%)
Top 3 53.69

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.