Sundaram Rural India Fund Add to compare
35.5044
-0.1187
(-0.33%)
1 day change as on 23 Feb 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 668.44 4.78 12.45 6.61 49.22 28.68 19.78 12.45
DSP BlackRock Natural Resources & New Energy Fund 143.82 5.62 15.78 25.47 81.85 35.48 16.81 13.1
SBI Magnum COMMA Fund 272.23 4.90 15.20 18.21 62.88 24.70 9.21 11.18
Sahara Power & Natural Resources Fund 1.76 6.61 19.37 14.49 53.58 21.92 10.03 7.87
JM Core 11 Fund 31.54 5.93 14.65 3.69 53.26 24.76 14.83 -3.74
JM Basic Fund 163.78 6.54 14.84 8.62 52.37 29.64 15.89 5.13
Top 10 Holdings
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 9.84
BSE Ltd. Financial Services 4.86
ITC Ltd. Consumer Goods 3.86
Heritage Foods Ltd. Consumer Goods 3.01
UPL Ltd. Fertilisers & Pesticides 2.93
 
Company Name Sector Name Asset %
Mahindra & Mahindra Ltd. Automobile 2.88
Maruti Suzuki India Ltd. Automobile 2.66
Bayer Cropscience Ltd. Fertilisers & Pesticides 2.6
Balrampur Chini Mills Ltd. Consumer Goods 2.54
Hindustan Unilever Ltd. Consumer Goods 2.3
AUM Movement
Asset Allocation