SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Sundaram Mutual Fund > Sundaram Rural India Fund (G)

Sundaram Rural India Fund (G)

PLAN: Regular OPTIONS: Growth
33.350 0 (0.00%)

NAV as on 29 Aug, 2016

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 Jun 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 29 Aug, 2016)

Period Returns (%) Rank #
1 mth 1.2 102
3 mth 14.2 42
6 mth 42.7 4
1 year 29.8 2
2 year 22.3 12
3 year 33.6 22
5 year 18.5 20

# Moneycontrol Rank within 269 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

* 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 1.2 14.2 42.7 29.8 22.3 33.6 18.5
Category avg 1.2 9.4 24.8 8.2 8.8 16.0 9.0
Difference of Fund returns and Category returns 0.0 4.8 17.9 21.6 13.5 17.6 9.5
Best of category 7.5 19.4 43.2 30.5 35.1 43.5 26.3
Worst of category -4.9 -4.8 -18.5 -19.6 -7.5 -1.7 0.3
Benchmark returns # 0.3 7.9 26.3 10.3 6.7 20.7 12.7
Difference of Fund returns and Benchmark returns 0.9 6.3 16.4 19.5 15.6 12.9 5.8
# 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) 141.23 (Jun-30-2016)
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 - Direct (G) Not Ranked
2,727.81 11.2 36.3 9.6 27.7 --
ICICI Pru Value Discovery - DP (G) Not Ranked
1,332.83 8.9 27.4 10.4 37.1 --
ICICI Pru Value Discovery Fund (G) Rank 1
10,761.91 8.6 26.6 9.0 35.8 23.4
Reliance Equity Oppor - RP (G) Rank 4
9,527.69 9.6 24.6 1.7 26.6 17.7
Reliance Equity Oppor - IP (G) Not Ranked
8.13 9.7 24.8 1.9 26.9 18.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Shriram City Banking/Finance 14.50 4.97
M&M Automotive 11.93 4.09
Rallis India Chemicals 11.67 4.00
ITC Tobacco 11.23 3.85
Himatsingka Sei Manufacturing 9.41 3.22
Navin Fluorine Chemicals 8.66 2.97
JagranPrakashan Media 8.08 2.77
HUL Cons NonDurable 7.60 2.60
V-Guard Ind Miscellaneous 7.46 2.55
M&M Financial Banking/Finance 7.22 2.48

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Chemicals 20.32 24.88 6.24
Banking/Finance 14.79 27.97 15.32
Food & Beverage 8.72 7.46 1.72
Automotive 7.18 10.08 8.62
Cement 6.60 7.89 2.62
Media 6.57 5.99 2.58

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 89.27
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 10.76

View All

Concentration

Holdings (%)
Top 5 20.13
Top 10 33.50
Sector (%)
Top 3 43.83

News & Videos

News

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.