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Sundaram Rural India Fund (G) SET SMS ALERT

18.069
0.24 (1.35%)
NAV as on Apr-17-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 4.6 96
3 mth 7.3 93
6 mth 15.3 96
1 year 15.7 96
2 year 10.3 48
3 year 5.8 44
5 year 17.8 41

# Moneycontrol Rank within 98 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.9 - - - -
2013 -12.2 0.4 -6.3 14.2 -1.8
2012 14.0 -2.4 11.0 6.5 34.8
2011 -10.9 1.3 -6.1 -9.7 -23.3
2010 -4.0 5.9 16.3 -0.9 18.3
2009 -13.8 48.9 18.9 -0.2 70.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.6 7.3 15.3 15.7 10.3 5.8 17.8
Category avg 8.3 13.4 27.6 30.1 8.5 5.3 10.6
Difference of Fund returns and Category returns -3.7 -6.1 -12.3 -14.4 1.8 0.5 7.2
Best of category 15.8 24.9 48.9 45.8 26.5 16.8 30.3
Worst of category 3.9 5.7 13.7 11.1 7.0 2.3 14.1
Benchmark returns # 5.4 9.3 14.6 18.6 11.4 4.3 15.9
Difference of Fund returns and Benchmark returns -0.8 -2.0 0.7 -2.9 -1.1 1.5 1.9
Sundaram Rural India Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# 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 Growth
Launch date Apr 19, 2006
Benchmark S&P BSE 500
Asset Size (Rs cr) 118.30 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.6 24.4 25.7 12.6 25.3
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.7 24.8 26.5 -- --
IDFC Premier Equity - B (G) Not Ranked
42.96 11.6 24.5 25.8 12.7 25.4
ICICI Pru Discovery -Inst -I Not Ranked
35.27 17.9 28.5 32.6 14.3 30.2
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 18.0 28.4 32.0 -- --
* 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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