| 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 |
| 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% |
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.
The primary objective of the scheme is to generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.