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Sundaram Rural and Consumption Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
21.013 0.21 (0.99%)

NAV as on 19 Jun, 2018

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2018) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram Rural India has been renamed as Sundaram Rural and Consumption Fund w.e.f. May 04, 2018
Benchmark Index:
 
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Returns (NAV as on 19 Jun, 2018)

Period Returns (%) Rank #
1 mth -0.7 95
3 mth 3.3 54
6 mth -4.2 97
1 year 6.0 111
2 year 22.6 37
3 year 25.8 5
5 year 38.7 22

# Moneycontrol Rank within 219 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -15.6 - - - -
2017 11.1 3.9 -1.1 8.3 26.7
2016 -2.1 18.4 7.1 -16.0 7.8
2015 0.2 1.3 -1.4 -1.3 0.5
2014 5.1 10.8 7.4 8.5 36.4
2013 -13.7 0.5 -6.3 14.3 -3.4

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 -3.0 -5.8 -14.5 -9.4 22.6 25.8 38.7
Category avg -0.1 0.9 -2.7 6.5 14.6 9.6 11.5
Difference of Fund returns and Category returns -2.9 -6.7 -11.8 -15.9 8.0 16.2 27.2
Best of category 2.7 11.5 7.0 20.4 34.5 25.6 28.2
Worst of category -6.0 -17.2 -25.1 -19.3 0.8 0.3 6.9
Benchmark returns # 1.4 3.8 -1.3 9.2 15.8 10.8 15.2
Difference of Fund returns and Benchmark returns -4.4 -9.6 -13.2 -18.6 6.8 15.0 23.5
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 161.46 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.1.50 (Mar-26-2018) 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

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 (%)
ICICI Pru Multi-Asset Fund - IP Not Ranked
0.27 1.0 -0.5 11.0 12.8 19.4
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 3.4 -0.9 7.1 8.1 22.3
ICICI Pru Multi-Asset Fund - IP (G) Not Ranked
0.05 0.3 -2.5 9.0 12.2 18.9
ICICI Pru Value Discovery Fund - D (G) Rank 2
2,820.26 3.6 -0.4 8.1 9.4 23.5
ICICI Pru Multi-Asset Fund (G) Not Ranked
9,495.08 0.0 -3.1 7.7 11.1 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
M&M Automotive 131.70 5.05
HUL Cons NonDurable 122.17 4.69
ITC Tobacco 91.64 3.52
UPL Chemicals 82.10 3.15
NCC Cement 68.11 2.61
Heritage Foods Food & Beverage 58.75 2.25
Ujjivan Financi Banking/Finance 58.72 2.25
Britannia Food & Beverage 56.78 2.18
Tata Chemicals Chemicals 53.46 2.05
SBI Banking/Finance 52.10 2.00

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Chemicals 18.37 19.89 19.89
Banking/Finance 12.98 8.64 8.64
Cons NonDurable 12.32 12.10 12.10
Food & Beverage 10.67 11.22 11.22
Automotive 9.41 9.67 9.67
Cement 7.53 8.88 8.88

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 94.05
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.23

View All

Concentration

Holdings (%)
Top 5 19.02
Top 10 29.75
Sector (%)
Top 3 43.67

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