Sundaram Rural and Consumption Fund Growth
NAV
Net Assets(AUM)
₹2,325 Cr
1 Year
-8.4%
3 Year
14.5%
5 Year
19.3%
Since Inception
11.5%
Returns (Compounded Annualised)As on : 7 Dec 2018
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
Alpha-6.8
Expense Ratio2.5%
Sharpe Ratio-0.8
Information Ratio0.8
Exit Load0-12 Months (1%),12 Months and above(NIL)

Note: Data shown as on : 31 Oct 2018

Past Return (Absolute)

20172016201520142013
38.7%21.1%6.3%47.4%-0.6%
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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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