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Sundaram Gilt Fund Regular Growth+0.01%

0.35%
1 Year Return
Debt
Gilt
1.0star
6M
1Y
3Y
5Y

Fund Details

Sundaram Gilt Fund Regular Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio2.03%
NAV₹27.00 (04 May 2018)
Fund Started02 May 2001
Fund Size11 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
0.3%
4.6%
8.3%
8.3%
Category Average
6.5%
9.0%
8.0%
-
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 0.3% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.02506677%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns

Top Holdings

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

Fund Managers

Sundaram Gilt Fund Regular Growth Details

Sundaram Gilt Fund Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 May 2001. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Gilt Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11 Cr and the Latest NAV as of 04 May 2018 is ₹27.00.

The Sundaram Gilt Fund Regular 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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