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Sundaram Gilt Fund Direct Growth

Debt
Gilt
Moderate Risk
0.85%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
NAV: 04 May 2018₹27.63
Min. SIP AmountNA
Rating2star
Fund Size₹11.46 Cr

Holdings (2)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec44.4%
Maharashtra State
OthersSDL6.6%

Pros and cons

Category: Debt Gilt

Pros

  • Exit load is zero
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 1.52501108%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.52501108%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Fund management

NA

Fund house & investment objective

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Fund house contact details

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