Fund Details
Sundaram Gilt Fund Direct Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.53% |
| NAV | ₹27.63 (04 May 2018) |
|---|---|
| Fund Started | 21 Feb 2013 |
| Fund Size | ₹11 Cr |
Returns
Comparison
1. Exit load is zero
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.52501108%
4. 1Y Returns are lower than the category average returns
5. 3Y Returns are lower than the category average returns
6. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 44.4% |
| Maharashtra State | Others | SDL | 6.6% |
Fund Managers
Sundaram Gilt Fund Direct Growth Details
Sundaram Gilt Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 21 Feb 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Gilt Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11 Cr and the Latest NAV as of 04 May 2018 is ₹27.63.
The Sundaram Gilt Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 250.
Investment Objective
The scheme aims to generate current income with preservation and appreciation of capital through investments in securities issued and guaranteed by central and state government.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
