Inception Date | 12 May 2006 |
Category | Equity Sectoral |
Type | Open Ended Fund |
Benchmark | Sectoral Peer Index |
Category Rank | 2 nd in Sectoral Equity |
Formerly known as Sundaram Rural India Fund | |
Min Investment Amount | ₹5,000 |
Min SIP Investment | ₹100 |
Alpha | 0.9 |
Expense Ratio | 2.2% |
Sharpe Ratio | 0.2 |
Information Ratio | 0.1 |
Exit Load | 0-12 Months (1%),12 Months and above(NIL) |
Note: Data shown as on : 30 Jun 2025
(Compounded Annualised)
Return1 Year | 3 Year | 5 Year | Since Inception |
-0.2% | 16.5% | 20.0% | 12.5% |
Past Return (Absolute)
2024 | 2023 | 2022 | 2021 | 2020 |
20.1% | 30.2% | 9.3% | 19.3% | 13.5% |
Investors understand that their principal will be at Moderately High risk