Sundaram Rural and Consumption Fund (G) An Outstanding Theme Based Fund
Snapshot • Sundaram Rural and Consumption Fund is a theme-based fund that invests in the equity and its related securities of companies mainly belonging to rural and consumption sector. • It has a multi-cap portfolio and is focused on increasing rural prosperity. • It has surpassed all its peers, benchmark, and category in terms of three and five-year performance. • The assets under management as on July 31st, 2018 were Rs. 2650 crores.
Performance • As you can see in the below table, this scheme has yielded extremely good returns compared to its benchmark and category in three and five-year time period. • It has also surpassed the benchmark in 7 and 10-year time period. Trailing Returns (%)
1-M
3-M
6-M
1-Y
3-Y
5-Y
7-Y
10-Y
Fund
3.25
3.27
5.32
8.00
20.28
25.78
17.37
13.66
NIFTY 500 3.69 TRI
7.86
8.81
16.33
15.84
20.42
15.13
12.39
4.04
6.35
9.33
17.80
16.75
21.44
17.77
16.03
Category
As on August 31st, 2018
Risk Measures • The standard deviation of this scheme is more than both its benchmark and category which states that it is more prone to fluctuations. • Its Sharpe ratio is better than its benchmark and category which means it will generate better returns with the risk taken.
Risk Measures (%)
Mean
Std. Dev.
Sharpe
Sortino
Beta
Alpha
Sundaram Rural and Consumption Fund
16.53
15.78
0.64
0.99
1.00
2.52
NIFTY 500 TRI
12.47
14.32
0.42
0.67
-
-
Category
13.25
14.77
0.47
0.69
0.93
-0.16
As on July 31st, 2018
Portfolio Allocation The portfolio of Sundaram Rural and Consumption Fund comprises 63 stocks. The P/E and P/B ratio of this scheme are 26.89 and 3.43, respectively. Equity Allocation
Fund
Benchmark
Category
Average Market Cap (Rs. Cr.)
28405.95
222329.48
56424.73
Giant (%)
26.83
59.37
40.20
Large (%)
26.22
19.44
25.00
Mid (%)
25.09
17.09
24.90
Small (%)
21.86
4.02
12.70
Tiny (%)
-
0.00
0.18
As on July 31st, 2018
Top Holdings Company
Sector
PE
3Y High
3Y Low
% Assets
Mahindra & Mahindra
Automobile
24.86
5.34
0.00
5.33
Hindustan Unilever
FMCG
70.31
5.24
0.00
4.97
ITC
FMCG
34.00
6.14
1.85
4.59
UPL
Chemicals
17.70
6.10
1.12
2.73
Britannia Inds.
FMCG
77.32
2.59
0.00
2.54
Asian Paints
Chemicals
60.62
3.33
1.30
2.36
State Bank of India
Financial
0.00
2.88
0.00
2.34
Ujjivan Financial Services
Financial
0.00
2.68
0.00
2.05
Maruti Suzuki India
Automobile
33.76
6.44
0.68
1.98
Tata Chemicals
Chemicals
7.87
2.44
0.37
1.93
As on July 31st, 2018
Fund Managers This fund is managed by the following two fund managers. 1. Mr. S. Krishna Kumar • He has been managing Sundaram Rural and Consumption Fund since April 2015. • He joined Sundaram Asset Management Company in the year 2003. • He is a B.Tech from NIT, Trichy and has done MBA from LIBA, Chennai. 2. • • •
Mr. S. Bharath He has been managing this fund since April 2018. He has done B.Com (Hons.), MBA and ICWA. Before joining Sundaram Asset Mnagement Company, he was working with Navia Markets Ltd.
This fund is yielding great returns under their management.
Mr. S. Krishna Kumar Fund Manager
Who Should Invest in Sundaram Rural and Consumption Fund (G)? • Sundaram Rural and Consumption Fund is for investors who seek a scheme that is theme based and invests in rural and consumption sector companies. • Aggressive investors who are ready to bear moderately high risk on the principal amount invested may invest in it. • This scheme helps an investors yield long-term capital appreciation, so investors with long-term investment perspective should consider adding it to their portfolio. • Investment in it brings an opportunity to become a part of the owner's fund of rural and consumption sector companies. Interested investors can invest in this fund.
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