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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Regular Savings Fund Direct Plan Growth

Sundaram Regular Savings Fund Direct Plan Growth

Hybrid
Conservative Hybrid
Moderate Risk
8.48%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
NAV: 04 May 2018₹17.17
Min. SIP amountNA
Rating3
Fund size₹48.89Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.9%8.5%7.4%NA
Category average14.2%7.4%7.4%NA
Rank with in categoryNANANANA
Understand terms

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%
FinancialBonds7.4%
Indian Railway Finance Corpn. Ltd.
FinancialBonds1.5%
Tata Sons Ltd.
FinancialDebenture1.3%
See All

Expense ratio, exit load and tax

Expense ratio: 0.36%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund house & investment objective

Fund house contact details

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