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

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
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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%
REC Ltd.
FinancialBonds7.4%
Indian Railway Finance Corpn. Ltd.
FinancialBonds1.5%
Tata Sons Ltd.
FinancialDebenture1.3%
See All
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. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2018 - Present
0.36%
30 Apr 2018 - 30 Sep 2018
0.36%
31 Mar 2018 - 30 Apr 2018
0.36%
28 Feb 2018 - 31 Mar 2018
0.36%
31 Jan 2018 - 28 Feb 2018
0.36%
31 Dec 2017 - 31 Jan 2018
0.36%
30 Nov 2017 - 31 Dec 2017
0.36%
31 Oct 2017 - 30 Nov 2017
0.36%
Expense ratio, exit load and taxExpense ratio: 0.36%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 terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹32,095.30Cr
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
Scheme Information Document(SID)
Fund house contact details
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
Compare funds
Sundaram Regular Savings Fund Direct Plan Growth
VS
Add mutual fund to compare

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositUS Stocks
GROWW
About UsPricingBlogMedia & PressCareersHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemap
ⓒ 2016-2021 Groww. All rights reserved, Built with ♥in India

	1Y	3Y	5Y	All
Fund returns	6.9%	8.5%	7.4%	NA
Category average	14.2%	7.4%	7.4%	NA
Rank with in category	NA	NA	NA	NA

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	₹48.89Cr

Rank (total assets)	#17 in India
Total AUM	₹32,095.30Cr