Fund Details
Sundaram Regular Savings Fund Direct Plan Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.36% |
| NAV | ₹17.17 (04 May 2018) |
|---|---|
| Fund Started | 22 Jan 2013 |
| Fund Size | ₹49 Cr |
Returns
Comparison
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
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Top Holdings
| 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% |
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 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.
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.
