Sundaram 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 (%)

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%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture0.87%
FinancialEquity0.52%
FMCGEquity0.46%
FinancialBonds0.44%
AutomobileEquity0.30%
ConstructionEquity0.23%
TechnologyEquity0.19%
See All

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.9%8.5%7.4%NA
Category average6.6%10.3%9.4%NA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Hybrid, Conservative Hybrid fundsRating1Y3YFund Size(Cr)
4
7.5%13.0%3,134.41
5
9.0%12.4%2,755.57
4
6.3%12.3%3,401.26
4
7.2%11.8%9,748.22
4
9.2%10.1%895.11

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

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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