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Sundaram Rural India Fund (D)

PLAN: Regular OPTIONS: Dividend
17.654 0.11 (0.61%)

NAV as on 27 Jan, 2015

CRISIL MF RANK

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 : Diversified Equity
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2014) up from Rank 4 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 27 Jan, 2015)

Period Returns (%) Rank #
1 mth 6.9 127
3 mth 14.4 76
6 mth 24.2 66
1 year 62.4 99
2 year 25.2 109
3 year 24.8 46
5 year 15.4 45

# Moneycontrol Rank within 237 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.9 10.5 7.3 8.3 -
2013 -12.2 0.4 -6.3 14.3 -1.8
2012 14.0 -2.4 11.0 6.5 34.8
2011 -10.9 1.2 -6.1 -9.8 -23.4
2010 -4.0 5.9 16.3 -21.1 -5.8

View where it stands within its peers

* Returns over 1 year are Annualised

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 6.9 14.4 24.2 62.4 25.2 24.8 15.4
Category avg 6.7 11.4 17.5 48.7 20.0 17.3 9.7
Difference of Fund returns and Category returns 0.2 3.0 6.7 13.7 5.2 7.5 5.7
Best of category 14.6 21.6 38.0 103.7 47.8 40.1 26.0
Worst of category 1.6 -3.3 -10.8 15.7 10.7 7.9 -6.0
Benchmark returns # 7.7 11.7 16.5 52.3 22.0 21.3 12.1
Difference of Fund returns and Benchmark returns -0.8 2.7 7.7 10.1 3.2 3.5 3.3
Sundaram Rural India Fund (D) Review by Crisil - Rating: 3 (Rank 3 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 Dividend
Launch date Apr 19, 2006
Benchmark S&P BSE 500
Asset Size (Rs cr) 127.20 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-02-2014) 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 4
15,432.08 10.5 19.1 72.7 26.9 17.6
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 14.6 27.8 74.8 32.3 22.6
Reliance Growth Fund - RP (G) Rank 3
5,225.15 13.3 24.5 73.7 26.0 14.5
ICICI Pru Dynamic Plan (G) Rank 3
5,172.88 7.3 13.9 48.2 25.0 16.6
Reliance Vision Fund - RP (G) Rank 4
3,331.52 13.2 26.6 81.8 24.9 14.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Bayer CropScien Chemicals 6.56 5.16
UPL Chemicals 6.13 4.82
V-Guard Ind Miscellaneous 5.62 4.42
HDFC Bank Banking/Finance 5.33 4.19
Maruti Suzuki Automotive 5.24 4.12
ICICI Bank Banking/Finance 5.20 4.09
Heritage Foods Food & Beverage 5.10 4.01
GIC Housing Fin Banking/Finance 4.63 3.64
HDFC Banking/Finance 4.46 3.51
Va Tech Wabag Engineering 4.35 3.42

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 26.09 49.30 16.75
Chemicals 17.28 34.16 14.51
Automotive 10.55 20.68 8.45
Engineering 7.02 12.54 2.07
Cons NonDurable 6.07 11.94 3.37
Food & Beverage 5.80 11.94 4.38

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 98.41
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 2.60
Cash / Call -1.00

View All

Concentration

Holdings (%)
Top 5 22.71
Top 10 41.38
Sector (%)
Top 3 53.92

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