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you are here: Moneycontrol Mutual Funds Diversified Equity Sundaram Mutual Fund Sundaram Rural and Consumption Fund - Direct Plan (G)

Sundaram Rural and Consumption Fund - Direct Plan (G)

Previous Name: Sundaram Rural India - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119595
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42.242 0.15 ( 0.36 %)
NAV as on 20 Jul, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Not Ranked

The scheme is Not Ranked in Diversified Equity category by Crisil (for quarter ended Mar 2018 ) 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.

Sundaram Rural India has been renamed as Sundaram Rural and Consumption Fund w.e.f. May 04, 2018

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Returns (NAV as on Jul 20, 2018)
Period Returns(%) Rank#
1 Month -2.8 184
3 Months -6.1 168
6 Months -7.9 129
1 Year 1.6 144
2 Years 14.7 60
3 Years 15.4 7
5 Years 21.6 28

# Moneycontrol Rank within 227 Diversified Equity Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -7.5 -1.1 - - -
2017 13.7 6.3 1.1 10.6 38.4
2016 -2.1 18.2 9.5 -7.2 21.7
2015 0.2 1.3 -1.4 -1.3 0.5
2014 5.1 19.9 7.4 8.5 47.7
2013 -13.8 0.5 -6.2 14.3 -3.4

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -2.8 -6.1 -7.9 1.6 14.7 15.4 21.6
Category average -1.4 -3.9 -7.2 2.6 11.2 7.3 11.3
Difference of Fund returns and Category returns -1.4 -2.2 -0.7 -1 3.5 8.1 10.3
Best of Category 4.8 9.3 13.1 32.6 25.1 19.7 28.2
Worst of Category -5.9 -15.2 -26.5 -23.1 -2.8 -2.1 6.7
Benchmark returns # 0.1 -0.7 -5.1 7.5 13.4 9.1 14.9
Difference of Fund returns and Benchmark returns -2.9 -5.4 -2.8 -5.9 1.3 6.3 6.7
# Benchmark Index: NIFTY 500

Investment Information

Investment Objective

The primary investment objective of the Scheme is to generate returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    NIFTY 500

  • Asset size (Rs Cr):

    180.9 ( Jun 30, 2018 )

  • Asset Date:

    Jun 30, 2018

  • 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:

    Sundaram Rural India has been renamed as Sundaram Rural and Consumption Fund w.e.f. May 04, 2018

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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Value Discovery Fund (G) 13,496.56 143.5 -0.6 -4.6 5.0 6.9 22.5
Kotak Standard Multicap Fund - Regular Plan (G) 14,381.20 33.7 2.1 -1.4 7.5 12.0 21.3
Motilal Oswal Multicap 35 Fund - Regular Plan (G) 7,777.54 26.6 -1.6 -3.8 7.5 12.6 0.0
Motilal Oswal Multicap 35 Fund - Direct Plan (G) 5,206.92 27.7 -1.3 -3.3 8.4 13.6 0.0
ICICI Prudential Multi-Asset Fund (G) 10,048.01 245.8 -5.3 -8.5 1.4 9.8 16.8
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
M&M Automotive 139.34 5.30
HUL Cons NonDurable 130.70 4.98
ITC Tobacco 98.63 3.75
UPL Chemicals 79.59 3.03
NCC Cement 61.17 2.33
Britannia Food & Beverage 56.99 2.32
Heritage Foods Food & Beverage 59.11 2.25
SBI Banking/Finance 55.01 2.17
Ujjivan Financi Banking/Finance 61.01 2.14
Tata Chemicals Chemicals 56.10 2.09
Asset Allocation (%) As on May 31, 2018
Equity 91.50
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 8.50
Sector Allocation (%) As on May 31, 2018
Sector %
Chemicals 17.78
Cons NonDurable 13.36
Banking/Finance 11.81
Food & Beverage 10.85
Automotive 9.38
Cement 6.69
Concentration As on May 31, 2018
Holdings %
Top 5 19.39
Top 10 91.5
Sectors %
Top 3 42.95
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