Name: Sundaram Regular Savings Fund Direct Plan Growth
Brand: Sundaram Mutual Fund

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Sundaram Regular Savings Fund Direct Plan Growth
Hybrid
Conservative Hybrid
Moderate Risk
6.91%
1Y return
-0.01% 1D
1M
6M
1Y
3Y
5Y
NAV: 04 May 2018₹17.17
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 consCategory: Hybrid Conservative Hybrid
ProsLower expense ratio - 0.36394489%
3Y Returns are higher than the category average returns
ConsAsset 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
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 0.36394489%Inclusive of GST
Exit loadExit load of 2.5% if redeemed within 12 months and 2% if redeemed after 12 months but within 24 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 managementNA
Fund house & investment objective
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Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM32,095.30 Cr
Date of Incorporation26 Feb 1996
Sundaram Regular Savings Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to in
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 26 Feb 1996. 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 ₹32,095 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....Read more
Investment Objective
The scheme aims to generate regular income through investments in fixed income securities. It also aims to generate long term capital appreciation by 
The scheme aims to generate regular income through investments in fixed income securities. It also aims to generate long term capital appreciation by investing a portion of its assets in equity and equity related instruments.
...Read more
Fund benchmarkCRISIL MIP Blended
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
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Name	Sector	Instrument	Assets
Aditya Birla Finance Ltd.	Financial	Debenture	11.4%
Cholamandalam Investment & Finance Co. Ltd.	Financial	Debenture	11.0%
L&T Housing Finance Ltd.	Financial	Debenture	11.0%
Power Finance Corpn. Ltd.	Financial	Bonds	11.0%
Power Grid Corporation of India Ltd.	Energy	Debenture	10.9%
National Bank For Agriculture & Rural Development	Financial	Debenture	10.8%
IOT Utkal Energy Services Ltd.	Energy	Debenture	8.9%
REC Ltd.	Financial	Bonds	7.4%
Indian Railway Finance Corpn. Ltd.	Financial	Bonds	1.5%
Tata Sons Ltd.	Financial	Debenture	1.3%

Rating	3
Fund Size	₹48.89 Cr