Sundaram Regular Savings Fund Direct Plan Growth-0.01%

3
6.91%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
5Y

Fund Details

Sundaram Regular Savings Fund Direct Plan Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.36%
NAV17.17 (04 May 2018)
Fund Started22 Jan 2013
Fund Size49 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Regular Savings Fund Direct Plan Growth
6.9%
8.5%
7.4%
NA
Category Average
3.2%
4.0%
2.0%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 6.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio - 0.36394489%
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

    Top Holdings

    NameSectorInstrument% Assets
    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 DevelopmentFinancialDebenture10.8%
    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

    Fund Managers

    Sundaram Regular Savings Fund Direct Plan Growth Details

    Sundaram Regular Savings Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 22 Jan 2013. S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria is the Current Fund Manager of Sundaram Regular Savings Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹49 Cr and the Latest NAV as of 04 May 2018 is ₹17.17.

    The Sundaram Regular Savings Fund Direct Plan Growth is rated Moderate risk. Minimum SIP Investment is set to 250. Exit load of 2.5% if redeemed within 12 months and 2% if redeemed after 12 months but within 24 months.

    Investment Objective

    The primary objective of the scheme is to generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.

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