Sundaram Rural India Fund Add to compare
41.7873
-0.0297
(-0.07%)
1 day change as on 21 Feb 2018
Investment Objective: The 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 focusing on Rural India
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 1933.35
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Months to 12 Months; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
12-05-2006 S Krishnakumar 0.00
Benchmark Email / Website Bonus
S&P BSE 500 sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram Rural India Fund 2334.88 -6.11 -1.60 2.67 17.08 17.14 20.61 12.91
SBI Small & Midcap Fund 907.87 -7.79 4.23 27.20 48.94 24.74 35.88 23.25
HDFC Small Cap Fund 2423.29 -3.50 7.01 22.51 43.45 20.57 23.80 16.51
Reliance Small Cap Fund 6542.42 -6.44 5.01 19.02 40.22 22.08 35.04 22.51
L&T Emerging Businesses Fund 4030.87 -5.37 1.56 13.38 38.00 23.60 -- 30.61
IDFC Sterling Equity Fund 2482.61 -6.16 0.31 9.26 33.68 13.63 21.14 18.7
Top 10 Holdings
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 6.11
Mahindra & Mahindra Ltd. Automobile 4.93
Hindustan Unilever Ltd. Consumer Goods 4.69
ITC Ltd. Consumer Goods 3.72
UPL Ltd. Fertilisers & Pesticides 3.61
 
Company Name Sector Name Asset %
State Bank of India Financial Services 2.84
NCC Ltd. Construction 2.68
Ujjivan Financial Services Ltd. Financial Services 2.32
Maruti Suzuki India Ltd. Automobile 2.24
Undisclosed Miscellaneous 2.14
AUM Movement
Asset Allocation