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Sundaram Rural India Fund - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
24.217 0.23 (0.98%)

NAV as on 22 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS :
OR
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 22 Dec, 2014)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 30 Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.0 13.4 7.4 - -
2013 -12.2 0.4 -6.2 14.3 -1.7
2012 14.3 -2.2 11.3 6.5 35.8
2011 - 0.2 -5.8 -9.5 -9.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average ()

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg -0.5 7.9 8.5 26.5 13.5 21.2 --
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category -0.5 7.9 8.5 26.5 13.5 21.2 --
Worst of category 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Benchmark returns # -2.0 2.4 11.4 37.3 19.3 21.9 10.1
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# 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 Mar 20, 2006
Benchmark S&P BSE 500
Asset Size (Rs cr) 0.01 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-02-2014)
Bonus N.A.
Fund Manager J Venkatesan / S Bharath
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

Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Sundaram Capex Oppor.- IP (G) Not Ranked
0.32 0.0 0.0 -- -- --
Mirae Ultra STBF - SIP (G) Not Ranked
257.04 0.0 0.0 -- -- --
Mirae Liquid Fund - SIP (G) Not Ranked
231.07 0.0 0.0 -- -- --
HSBC Income (IP)-Inst Plan (G) Not Ranked
2.70 0.0 0.0 -- -- --
Sundaram Media&Ent. Opp-IP (G) Not Ranked
0.00 7.9 8.5 26.5 21.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
UPL Chemicals 6.22 4.74
UPL Chemicals 6.22 4.74
Bayer CropScien Chemicals 6.03 4.59
Bayer CropScien Chemicals 6.03 4.59
HDFC Bank Banking/Finance 5.64 4.30
HDFC Bank Banking/Finance 5.64 4.30
ITC Tobacco 5.42 4.13
ITC Tobacco 5.42 4.13
Maruti Suzuki Automotive 5.35 4.07
Maruti Suzuki Automotive 5.35 4.07

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 49.30 49.30 16.75
Chemicals 34.16 34.16 14.51
Automotive 20.68 20.68 8.45
Engineering 12.54 12.54 2.07
Cons NonDurable 11.94 11.94 3.37
Food & Beverage 11.94 11.94 4.38

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 98.54
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.23
Cash / Call 0.24

View All

Concentration

Holdings (%)
Top 5 22.96
Top 10 43.66
Sector (%)
Top 3 104.14

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