Optional
Optional
Optional
The scheme is Not Ranked in Sectoral/Thematic category by Crisil (for quarter ended Sep 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
| Period | Returns(%) | Rank# |
|---|---|---|
| 1 Month | -1.0 | 106 |
| 3 Months | 7.2 | 43 |
| 6 Months | -1.2 | 76 |
| 1 Year | -9.4 | 83 |
| 2 Years | 9.3 | 80 |
| 3 Years | 18.1 | 32 |
| 5 Years | 19.1 | 32 |
# Moneycontrol Rank within 168 Sectoral/Thematic Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2018 | -7.7 | -1.3 | -4.4 | 4.9 | -7.4 |
| 2017 | 13.5 | 6.1 | 0.9 | 10.4 | 37.3 |
| 2016 | -2.1 | 17.9 | 9.3 | -7.4 | 20.8 |
| 2015 | 0.0 | 1.2 | -1.5 | -1.4 | 0.2 |
| 2014 | 4.9 | 19.6 | 7.3 | 8.3 | 46.6 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | -1 | 7.2 | -1.2 | -9.4 | 9.3 | 18.1 | 19.1 |
| Category average | 0.9 | 4.3 | -1.2 | -8.2 | 10.3 | 13.6 | 15.3 |
| Difference of Fund returns and Category returns | -1.9 | 2.9 | 0 | -1.2 | -1 | 4.5 | 3.8 |
| Best of Category | 10.5 | 13.9 | 10 | 22.5 | 28.8 | 27 | 24.9 |
| Worst of Category | -4.6 | -6.2 | -16.1 | -36.8 | -6.2 | -3.5 | 3.5 |
| Benchmark returns # | 1.4 | 6.5 | -2.5 | -6.7 | 12.3 | 13.7 | 13.2 |
| Difference of Fund returns and Benchmark returns | -2.4 | 0.7 | 1.3 | -2.7 | -3 | 4.4 | 5.9 |
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.
Open-Ended
Growth
Sep 04, 0006
Nifty 500
2189.75 ( Dec 31, 2018 )
Dec 31, 2018
Rs.5000
N.A.
S Krishnakumar / Avinash Agarwal
View performance of schemes managed by the Fund Manager
Sundaram Rural India has been renamed as Sundaram Rural and Consumption Fund w.e.f. May 04, 2018
N.A
1.00%
Exit Load 1% if redeemed within 12 months from the date of allotment.
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai., 600 014
91 44 28583362, 28583367
91 44 28583156
| Fund | Crisil Rank | Assets(Rs Cr.) | Current NAV | 3mth(%) | 6mth(%) | 1yr(%) | 3yr(%) | 5yr(%) |
|---|---|---|---|---|---|---|---|---|
| SBI Magnum Global Fund (G) | 3,102.31 | 167.3 | 6.0 | -0.8 | -10.7 | 11.1 | 17.3 | |
| Aditya Birla Sun Life MNC Fund (G) | 3,029.13 | 739.6 | 6.3 | 0.6 | -5.0 | 11.1 | 21.2 | |
| Sundaram Rural and Consumption Fund (G) | 2,189.75 | 40.4 | 7.2 | -1.2 | -9.4 | 18.1 | 19.1 | |
| Sundaram Rural and Consumption Fund - Direct Plan (G) | 181.50 | 41.9 | 7.4 | -0.9 | -8.7 | 19.0 | 19.9 | |
| Reliance Banking Fund (G) | 2,414.70 | 264.1 | 10.9 | 0.4 | -4.6 | 21.3 | 20.0 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| ITC | Tobacco | 125.41 | 5.16 |
| HUL | Cons NonDurable | 119.40 | 5.05 |
| M&M | Automotive | 122.78 | 4.91 |
| UPL | Chemicals | 75.78 | 3.12 |
| Britannia | Food & Beverage | 60.18 | 2.61 |
| SBI | Banking/Finance | 63.40 | 2.48 |
| Asian Paints | Chemicals | 57.20 | 2.35 |
| Tata Global Bev | Food & Beverage | 52.48 | 2.16 |
| Tata Chemicals | Chemicals | 51.75 | 2.13 |
| Colgate | Cons NonDurable | 51.23 | 2.11 |
| Equity | 95.56 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 4.48 |
| Sector | % |
|---|---|
| Cons NonDurable | 16.55 |
| Chemicals | 14.48 |
| Banking/Finance | 12.55 |
| Food & Beverage | 11.95 |
| Automotive | 9.10 |
| Cement | 6.71 |
| Holdings | % |
|---|---|
| Top 5 | 20.85 |
| Top 10 | 95.56 |
| Sectors | % |
|---|---|
| Top 3 |
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