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Sundaram Rural India Fund (D)

PLAN: Regular OPTIONS: Dividend
20.657 0.03 (0.14%)

NAV as on 21 Feb, 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 Dec 2016) 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 21 Feb, 2017)

Period Returns (%) Rank #
1 mth 5.9 165
3 mth 15.8 31
6 mth 7.3 65
1 year 48.5 8
2 year 17.3 6
3 year 29.1 23
5 year 19.2 12

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.0 17.9 6.8 -16.3 6.9
2015 - 1.2 -1.5 -1.4 0.2
2014 4.9 10.5 7.3 8.3 35.4
2013 -12.2 0.4 -6.3 14.3 -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 5.9 15.8 7.3 48.5 17.3 29.1 19.2
Category avg 5.8 11.3 4.6 26.3 5.0 14.4 8.4
Difference of Fund returns and Category returns 0.1 4.5 2.7 22.2 12.3 14.7 10.8
Best of category 11.6 21.9 18.9 52.5 25.4 107.4 25.9
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 0.1
Benchmark returns # 6.6 12.9 4.9 28.2 3.9 17.0 11.9
Difference of Fund returns and Benchmark returns -0.7 2.9 2.4 20.3 13.4 12.1 7.3
Sundaram Rural India Fund (D) 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 Dividend
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 Rs.2.00 (Nov-24-2016) 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
3,289.85 12.4 7.0 41.5 22.0 --
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 9.8 3.2 27.0 27.8 21.1
ICICI Pru Value Discovery - DP (G) Not Ranked
1,799.92 10.1 3.9 28.7 29.2 --
HDFC Equity Fund (G) Rank 4
12,463.44 12.2 6.6 40.3 21.1 14.1
Franklin India Prima Plus (G) Rank 3
7,912.19 12.5 4.2 26.3 24.5 17.8
* 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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