Sundaram Rural India Fund (D)
Fund Family Sundaram Mutual Fund
Fund Class Diversified Equity
SNAPSHOT
Performance
Investment Info
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Portfolio
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Average performance in the category
The scheme is ranked 3 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.5 | 70 |
| 3 mth | -2.1 | 12 |
| 6 mth | -2.3 | 83 |
| 1 year | -6.8 | 41 |
| 2 year | 3.1 | 21 |
| 3 year | 10.8 | 41 |
| 5 year | 2.9 | 48 |
# Moneycontrol Rank within 101 Diversified Equity Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 14.0 | - | - | - | - |
| 2011 | -10.9 | 1.2 | -6.1 | -9.8 | -23.4 |
| 2010 | -4.0 | 5.9 | 16.3 | -21.1 | -5.8 |
| 2009 | -13.8 | 48.9 | 18.6 | -0.2 | 70.1 |
| 2008 | -34.0 | -12.6 | -4.9 | -27.5 | -61.7 |
| 2007 | -11.6 | 20.5 | 17.3 | 36.6 | 68.0 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -5.5 | -2.1 | -2.3 | -6.8 | 3.1 | 10.8 | 2.9 |
| Category avg | -4.6 | -4.6 | 1.9 | -7.4 | -0.1 | 8.6 | 3.0 |
| Difference of Fund returns and Category returns | -0.9 | 2.5 | -4.2 | 0.6 | 3.2 | 2.2 | -0.1 |
| Best of category | 0.4 | 3.4 | 11.7 | 8.8 | 14.6 | 25.0 | 11.9 |
| Worst of category | -8.8 | -11.7 | -9.2 | -20.4 | -8.1 | -21.1 | -5.9 |
| Benchmark returns # | -5.7 | -6.1 | 4.4 | -9.7 | -1.1 | 5.8 | 2.4 |
| Difference of Fund returns and Benchmark returns | 0.2 | 4.0 | -6.7 | 2.9 | 4.2 | 5.0 | 0.5 |
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 | Apr 19, 2006 |
| Benchmark | BSE-500 |
| Asset Size (Rs cr) | 160.83 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.3.00 (Dec-24-2010) View Dividend History |
| Bonus | N.A. |
| Fund Manager | J Venkatesan 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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR Equity Fund - RP (D) | Not Ranked |
1,229.08 | -6.6 | 0.8 | -8.7 | 9.0 | 6.1 |
| DSP-BR Equity Fund - Inst | Not Ranked |
155.82 | -4.2 | 3.4 | -6.1 | 4.2 | -- |
| DSP-BR Equity Fund - RP (G) | Rank 3 |
1,166.24 | -4.3 | 3.2 | -6.5 | 12.6 | 8.3 |
| Franklin India Prima Plus (G) | Rank 3 |
1,828.81 | -4.9 | 0.8 | -5.1 | 11.0 | 6.4 |
| Franklin (I) Flexi Cap (G) | Rank 3 |
1,771.36 | -7.2 | -0.3 | -10.0 | 10.8 | 5.4 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| GSFC | Chemicals | - | 6.68 |
| Nestle | Food & Beverage | - | 4.47 |
| Asian Paints | Chemicals | - | 4.41 |
| Bharti Airtel | Telecom | - | 4.20 |
| United Phos | Chemicals | - | 3.82 |
| Coromandel Int | Chemicals | - | 3.73 |
| Mah and Mah | Automotive | - | 3.55 |
| Mcleod | Food & Beverage | - | 3.51 |
| M&M Financial | Banking/Finance | - | 3.03 |
| Raymond | Manufacturing | - | 3.02 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Chemicals | 22.85 | 27.37 | 22.85 |
| Food & Beverage | 17.22 | 17.22 | 12.29 |
| Automotive | 14.16 | 14.16 | 8.43 |
| Banking/Finance | 11.48 | 14.90 | 8.71 |
| Media | 4.86 | 5.46 | 3.95 |
| Cement | 4.53 | 4.99 | 0.83 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 95.99 |
| Others | 1.03 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.95 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 23.58 |
| Top 10 | 40.42 |
| Sector | (%) |
|---|---|
| Top 3 | 54.23 |
News & Videos
News
Sundaram Rural India Fund declares dividend
Sundaram Rural India Fund has announced a dividend, for which the record date is on December 24, 201 ...
Dec 21, 2010 at 9:24 | Source: Moneycontrol.com
-
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 � 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
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Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Videos
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Oct 25, 2011
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Oct 25, 2011
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