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Sundaram Rural and Consumption Fund-Growth

Ranked 9 out of 307 in - India over 36 months
All calculations are in INR unless stated

Objective

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 focussing on Rural India". The asset allocation of Sundaram BNP Paribas Rural India Fund will be as follows:Equity and Equity related securities of companies that are focusing on Rural India (including investments in ADRs and GDRs)-70%-100%, Other Equities (including investments in ADRs and GDRs)-0%-30%, Money Market Instruments-0%-15%.

Performance

India over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -8.1% 0.6%
2017 38.7% 14.7% 6.5% 2.4% 11.0%
2016 21.1% -1.9% 18.0% 10.4% -5.3%
2015 6.3% 0.2% 2.1% -0.4% 4.3%
2014 47.4% 5.5% 19.3% 8.2% 8.3%
2013 -0.6% -11.2% 1.5% -4.1% 14.9%
2012 34.1% 13.4% -1.3% 11.4% 7.5%
2011 -23.1% -10.6% 2.5% -5.6% -11.0%
2010 20.8% -2.0% 5.9% 15.7% 0.6%
2009 75.4% -11.3% 51.3% 21.2% 7.9%
2008 -61.4% -33.4% -13.0% -8.7% -27.1%
2007 69.9% -10.6% 15.7% 18.1% 39.2%
2006 10.6% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date18/05/2006
  • Share Class size26,497Mn
  • Base currencyINR
  • ISIN INF903J01561

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment250

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).