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Sundaram Regular Savings Fund Growth

Hybrid
Conservative Hybrid
Moderate Risk
6.49%
1Y return
-0.01% 1D
1M
6M
1Y
3Y
5Y
NAV: 04 May 2018₹16.74
Min. SIP AmountNA
Rating3star
Fund Size₹48.89 Cr

Holdings (17)

NameSectorInstrumentAssets
Aditya Birla Finance Ltd.
FinancialDebenture11.4%
Cholamandalam Investment & Finance Co. Ltd.
FinancialDebenture11.0%
L&T Housing Finance Ltd.
FinancialDebenture11.0%
Power Finance Corpn. Ltd.
FinancialBonds11.0%
Power Grid Corporation of India Ltd.
EnergyDebenture10.9%
National Bank For Agriculture & Rural Development
FinancialDebenture10.8%
IOT Utkal Energy Services Ltd.
EnergyDebenture8.9%
REC Ltd.FinancialBonds7.4%
Indian Railway Finance Corpn. Ltd.
FinancialBonds1.5%
Tata Sons Ltd.
FinancialDebenture1.3%
See All

Pros and cons

Category: Hybrid Conservative Hybrid

Pros

  • 3Y Returns are higher than the category average returns
  • Age is more than 10 years

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.76401437%

Inclusive of GST

Exit load

Exit load of 2.5% if redeemed within 12 months and 2% if redeemed after 12 months but within 24 months.

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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