Sundaram Rural India Fund Add to compare
36.1111
0.0546
(0.15%)
1 day change as on 24 Mar 2017
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 533.08
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,Shiv Chanani 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 792.77 0.71 14.66 4.20 39.81 27.54 20.54 12.47
DSP BlackRock Natural Resources & New Energy Fund 171.17 0.35 15.37 24.63 64.64 32.53 17.20 13.03
SBI Magnum COMMA Fund 285.26 -1.28 13.93 12.35 47.01 22.61 9.96 11.02
L&T Emerging Businesses Fund 574.07 1.55 18.58 10.47 44.68 -- -- 27.61
Tata Equity P/E Fund 854.79 1.16 14.56 9.02 40.62 28.78 19.77 21.01
Birla Sun Life Small & Midcap Fund 501.66 3.05 18.73 5.90 39.68 32.46 23.77 13.02
Top 10 Holdings
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 11.32
ITC Ltd. Consumer Goods 4.96
Mahindra & Mahindra Ltd. Automobile 3.48
Hindustan Unilever Ltd. Consumer Goods 3.28
Heritage Foods Ltd. Consumer Goods 2.84
 
Company Name Sector Name Asset %
UPL Ltd. Fertilisers & Pesticides 2.45
Britannia Industries Ltd. Consumer Goods 2.44
Gujarat State Fertilizers & Chemicals Ltd. Fertilisers & Pesticides 2.27
Rallis India Ltd. Fertilisers & Pesticides 2.22
India Cements Ltd. Cement & Cement Products 2.15
AUM Movement
Asset Allocation