Sundaram Rural India Fund Add to compare
43.5884
-0.0135
(-0.03%)
1 day change as on 23 Apr 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 2327.73
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 2354.78 8.10 -2.54 3.76 15.37 20.16 22.60 13.1
SBI Small & Midcap Fund 771.31 7.60 -7.53 14.13 36.90 24.71 36.58 22.82
HDFC Small Cap Fund 2968.20 9.42 0.94 18.94 36.72 22.16 25.88 16.81
Aditya Birla Sun Life India Opportunities Fund 163.23 8.17 1.37 18.85 35.98 16.62 27.64 11.29
ICICI Prudential Growth Fund - Series 8 78.89 -0.87 5.94 16.07 29.34 7.60 -- 2.28
Sundaram Select Micro Cap - Series V 233.87 0.92 -0.79 11.50 29.20 18.54 -- 25.86
Top 10 Holdings
Company Name Sector Name Asset %
Mahindra & Mahindra Ltd. Automobile 4.73
Hindustan Unilever Ltd. Consumer Goods 4.58
ITC Ltd. Consumer Goods 3.53
UPL Ltd. Fertilisers & Pesticides 3.48
Sundaram Mutual Fund (Sundaram Money Fund - Dir - Growth) Mutual Funds 3.19
 
Company Name Sector Name Asset %
NCC Ltd. Construction 2.55
Heritage Foods Ltd. Consumer Goods 2.45
State Bank of India Financial Services 2.24
Britannia Industries Ltd. Consumer Goods 2.17
Ujjivan Financial Services Ltd. Financial Services 2.1
AUM Movement
Asset Allocation