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 amountNot Supported
Rating3
Fund size₹48.89Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.9%8.5%7.4%NA
Category average13.3%8.6%8.0%NA
Rank with in categoryNANANANA
Understand terms

Holdings (17)

NameSectorInstrumentAssets
Aditya Birla Finance Ltd.
FinancialDebenture11.38%
Cholamandalam Investment & Finance Co. Ltd.
FinancialDebenture10.97%
L&T Housing Finance Ltd.
FinancialDebenture10.97%
Power Finance Corpn. Ltd.
FinancialBonds10.96%
Power Grid Corporation of India Ltd.
EnergyDebenture10.86%
National Bank For Agriculture & Rural Development
FinancialDebenture10.80%
IOT Utkal Energy Services Ltd.
EnergyDebenture8.90%
FinancialBonds7.44%
Indian Railway Finance Corpn. Ltd.
FinancialBonds1.52%
Tata Sons Ltd.
FinancialDebenture1.31%
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

NA

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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,

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