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Sundaram Gilt Fund Direct Growth+0.01%

0.85%
1 Year Return
Debt
Gilt
2.0star
6M
1Y
3Y
5Y

Fund Details

Sundaram Gilt Fund Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio1.53%
NAV₹27.63 (04 May 2018)
Fund Started21 Feb 2013
Fund Size11 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
0.8%
5.1%
8.7%
9.1%
Category Average
10.9%
9.4%
8.9%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 0.8% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
Cons
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

NameSectorInstrument% Assets
GOISovereignGOI Sec44.4%
Maharashtra StateOthersSDL6.6%

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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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