Sundaram Rural and Consumption Fund
Growth
NAV
Net Assets(AUM)
₹2,121 Cr
Inception Date12 May 2006
CategoryEquity Sectoral
TypeOpen Ended Fund
BenchmarkSectoral Peer Index
Category Rank2 nd in Sectoral Equity
Formerly known as Sundaram Rural India Fund
Min Investment Amount₹5,000
Min SIP Investment₹250
Alpha0.8
Expense Ratio2.5%
Sharpe Ratio0.1
Information Ratio-0.5
Exit Load0-12 Months (1%),12 Months and above(NIL)

Note: Data shown as on : 30 Sep 2019

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception
9.5%5.8%13.4%11.2%

Past Return (Absolute)

20182017201620152014
-7.8%38.7%21.1%6.3%47.4%
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Investors understand that their principal will be at Moderately High risk

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.
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