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Sundaram Rural India Fund (G)

PLAN: Regular OPTIONS: Growth
33.773 0.33 (0.96%)

NAV as on 20 Jan, 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 Sep 2016) . 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 20 Jan, 2017)

Period Returns (%) Rank #
1 mth 6.7 10
3 mth -4.3 97
6 mth 6.9 23
1 year 37.6 2
2 year 13.3 5
3 year 26.1 21
5 year 20.2 11

# Moneycontrol Rank within 268 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

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 6.7 -4.3 6.9 37.6 13.3 26.1 20.2
Category avg 3.6 -3.9 1.8 16.7 3.0 12.6 8.9
Difference of Fund returns and Category returns 3.1 -0.4 5.1 20.9 10.3 13.5 11.3
Best of category 7.7 16.9 18.9 38.7 25.4 104.0 27.4
Worst of category -8.8 -12.4 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 4.3 -4.5 -0.2 17.8 0.8 13.6 12.4
Difference of Fund returns and Benchmark returns 2.4 0.2 7.1 19.8 12.5 12.5 7.8
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) 482.79 (Dec-31-2016)
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 (%)
HDFC Equity Fund (G) Rank 4
12,463.44 -4.2 2.5 25.4 18.0 15.4
ICICI Pru Value Discovery Fund (G) Rank 3
12,934.99 -4.0 -1.3 17.8 26.3 22.6
Reliance Equity Oppor -Direct (G) Not Ranked
998.24 -6.1 -2.9 8.5 16.8 --
Franklin India Prima Plus (G) Rank 2
7,912.19 -4.6 -1.6 16.8 21.4 18.2
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Equity Sector Value
(Rs cr)
Asset %
ITC Tobacco 20.33 4.21
Heritage Foods Food & Beverage 17.43 3.61
Bayer CropScien Chemicals 15.69 3.25
M&M Automotive 14.00 2.90
Maruti Suzuki Automotive 13.47 2.79
Himatsingka Sei Manufacturing 13.37 2.77
Shriram City Banking/Finance 11.25 2.33
HUL Cons NonDurable 11.10 2.30
JagranPrakashan Media 10.91 2.26
Varun Beverages Food & Beverage 10.86 2.25

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

Chemicals 20.51 24.88 6.24
Food & Beverage 13.27 7.46 1.72
Banking/Finance 10.86 27.97 15.32
Cons NonDurable 8.78 4.28 2.09
Automotive 8.45 10.08 8.62
Manufacturing 5.93 3.75 0.39

View All Sectors

Asset Allocation (%)(Dec 30, 16)

Equity 87.66
Others 0.47
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.87

View All

Concentration

Holdings (%)
Top 5 16.76
Top 10 28.67
Sector (%)
Top 3 44.64

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