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Sundaram Rural India Fund (G)

PLAN: Regular OPTIONS: Growth
38.266 0.31 (0.81%)

NAV as on 23 May, 2017

CRISIL MF RANK

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

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 23 May, 2017)

Period Returns (%) Rank #
1 mth 1.4 65
3 mth 7.8 47
6 mth 21.2 25
1 year 34.9 42
2 year 22.9 4
3 year 23.5 18
5 year 23.1 10

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 13.5 - - - -
2016 -2.1 17.9 9.3 -7.4 20.8
2015 - 1.2 -1.5 -1.4 0.2
2014 4.9 19.6 7.3 8.3 46.6
2013 -12.2 0.4 -6.3 14.2 -1.8
2012 14.0 -2.4 11.0 6.5 34.8

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 1.4 7.8 21.2 34.9 22.9 23.5 23.1
Category avg 0.2 4.9 14.5 23.5 8.6 10.8 10.5
Difference of Fund returns and Category returns 1.2 2.9 6.7 11.4 14.3 12.7 12.6
Best of category 7.5 16.9 29.2 49.2 25.4 45.7 28.4
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -2.7 1.4
Benchmark returns # 0.3 5.6 18.5 25.6 8.5 11.1 15.9
Difference of Fund returns and Benchmark returns 1.1 2.2 2.7 9.3 14.4 12.4 7.2
Sundaram Rural India Fund (G) Review by Crisil - Rating: 5 (Rank 1 out of 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 Growth
Launch date Apr 19, 2006
Benchmark S&P BSE 500
Asset Size (Rs cr) 679.92 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. 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 3.9 15.7 20.9 19.1 --
ICICI Pru Value Discovery Fund (G) Rank 3
14,011.22 3.6 12.2 22.0 16.3 23.5
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 3.9 12.9 23.5 17.6 --
HDFC Equity Fund - Direct (G) Rank 4
3,971.06 6.9 18.7 36.0 12.4 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.6 15.1 19.5 17.8 21.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 51.43 4.87
HUL Cons NonDurable 42.07 3.98
M&M Automotive 41.40 3.92
Maruti Suzuki Automotive 29.36 2.78
Britannia Food & Beverage 27.18 2.57
Asian Paints Chemicals 25.77 2.44
UltraTechCement Cement 25.49 2.41
Heritage Foods Food & Beverage 24.16 2.29
V-Guard Ind Miscellaneous 22.62 2.14
GSFC Chemicals 21.80 2.06

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Chemicals 24.55 24.88 24.88
Food & Beverage 13.87 7.46 7.46
Cons NonDurable 11.94 4.28 4.28
Automotive 9.88 8.62 8.62
Banking/Finance 8.30 17.33 17.33
Tobacco 6.00 3.05 3.05

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 89.72
Others 4.91
Debt 0.00
Mutual Funds N.A
Money Market 7.29
Cash / Call -1.96

View All

Concentration

Holdings (%)
Top 5 18.12
Top 10 29.46
Sector (%)
Top 3 50.36

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