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Sundaram Rural India Fund - Institutional Plan (D) SET SMS ALERT

18.520
0.15 (0.82%)
NAV as on Apr-16-2014

Fund Family Sundaram Mutual Fund

Fund Class

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL 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 Apr-16-2014)

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 - - - -
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 1.1 3.6 12.4 12.7 15.5 0.5 9.2
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 1.1 3.6 12.4 12.7 15.5 0.5 9.2
Worst of category 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Benchmark returns # 3.9 6.7 12.9 17.0 11.2 3.8 15.7
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) 0.00 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A.
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 -- -- --
Peerless Ultra Short Term -IP (G) Not Ranked
20.98 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Bata India Cons NonDurable - 5.58
HCL Tech Technology - 4.15
Kaveri Seed Miscellaneous - 3.87
Infosys Technology - 3.36
ITC Tobacco - 3.31
Bayer CropScien Chemicals - 3.21
Dr Reddys Labs Pharmaceuticals - 3.17
PI Industries Chemicals - 3.13
TCS Technology - 3.05
UPL Chemicals - 3.05

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Chemicals 14.97 20.10 15.07
Technology 14.26 11.27 10.42
Food & Beverage 12.72 13.11 11.60
Banking/Finance 10.79 14.21 4.28
Automotive 9.08 12.35 9.97
Cons NonDurable 8.39 8.60 3.96

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 98.07
Others 0.00
Debt 0.38
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.56

View All

Concentration

Holdings (%)
Top 5 20.27
Top 10 35.88
Sector (%)
Top 3 41.95

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