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Sundaram Rural India Fund (G)

PLAN: Regular OPTIONS: Growth
28.361 0.11 (0.39%)

NAV as on 23 May, 2016

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

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Benchmark Index:
 
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Returns (NAV as on 23 May, 2016)

Period Returns (%) Rank #
1 mth 3.3 5
3 mth 20.8 2
6 mth 8.2 2
1 year 12.0 2
2 year 18.8 23
3 year 20.7 34
5 year 14.2 14

# Moneycontrol Rank within 272 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.1 - - - -
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
2011 -10.9 1.3 -6.1 -9.7 -23.3

View where it stands within its peers

* Returns over 1 year are Annualised

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 3.3 20.8 8.2 12.0 18.8 20.7 14.2
Category avg -1.6 9.5 -3.6 -5.3 7.0 10.5 6.6
Difference of Fund returns and Category returns 4.9 11.3 11.8 17.3 11.8 10.2 7.6
Best of category 7.5 21.0 8.5 12.4 28.0 32.0 21.1
Worst of category -9.4 -5.9 -18.5 -23.1 -15.7 -2.1 -5.0
Benchmark returns # -1.4 10.9 -1.8 -6.2 4.9 11.3 8.0
Difference of Fund returns and Benchmark returns 4.7 9.9 10.0 18.2 13.9 9.4 6.2
Sundaram Rural India Fund (G) Review by Crisil - Rating: 4 (Rank 2 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) 178.28 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Value Discovery - DP (G) Not Ranked
958.32 11.0 -3.7 -3.9 27.5 --
ICICI Pru Value Discovery Fund (G) Rank 2
9,705.72 10.6 -4.4 -5.0 26.3 17.7
HDFC Equity Fund - Direct (G) Not Ranked
2,691.77 14.1 -6.5 -9.2 14.4 --
Reliance Equity Oppor - RP (G) Rank 4
10,399.26 7.9 -9.9 -11.1 16.3 13.6
HDFC Equity Fund (G) Rank 5
14,512.78 13.9 -6.8 -9.9 13.6 9.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
UPL Chemicals 6.98 4.80
UPL Chemicals 6.98 4.80
Heritage Foods Food & Beverage 5.61 3.86
Heritage Foods Food & Beverage 5.61 3.86
V-Guard Ind Miscellaneous 4.74 3.26
V-Guard Ind Miscellaneous 4.74 3.26
Asian Paints Chemicals 4.54 3.12
Asian Paints Chemicals 4.54 3.12
M&M Automotive 4.36 3.00
M&M Automotive 4.36 3.00

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Chemicals 42.08 21.37 6.24
Banking/Finance 35.10 27.97 15.32
Automotive 21.06 10.08 7.40
Food & Beverage 15.80 7.42 1.72
Cement 12.52 5.46 2.62
Media 12.04 5.34 2.52

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 89.98
Others 1.65
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.36

View All

Concentration

Holdings (%)
Top 5 20.58
Top 10 36.08
Sector (%)
Top 3 98.24

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