Sundaram Rural and Consumption Fund
Growth
NAV
Net Assets(AUM)
₹1,596 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₹100
Alpha0.9
Expense Ratio2.2%
Sharpe Ratio0.2
Information Ratio0.1
Exit Load0-12 Months (1%),12 Months and above(NIL)

Note: Data shown as on : 30 Jun 2025

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception
-0.2%16.5%20.0%12.5%

Past Return (Absolute)

20242023202220212020
20.1%30.2%9.3%19.3%13.5%
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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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