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5Y
| NAV: 04 May 2018 | ₹17.17 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| 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)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Aditya Birla Finance Ltd. | Financial | Debenture | 11.38% |
Cholamandalam Investment & Finance Co. Ltd. | Financial | Debenture | 10.97% |
L&T Housing Finance Ltd. | Financial | Debenture | 10.97% |
Power Finance Corpn. Ltd. | Financial | Bonds | 10.96% |
Power Grid Corporation of India Ltd. | Energy | Debenture | 10.86% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 10.80% |
IOT Utkal Energy Services Ltd. | Energy | Debenture | 8.90% |
REC Ltd. | Financial | Bonds | 7.44% |
Indian Railway Finance Corpn. Ltd. | Financial | Bonds | 1.52% |
Tata Sons Ltd. | Financial | Debenture | 1.31% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.87% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 0.52% |
Hindustan Unilever Ltd. | FMCG | Equity | 0.46% |
Bajaj Finance Ltd. | Financial | Bonds | 0.44% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.30% |
Larsen & Toubro Ltd. | Construction | Equity | 0.23% |
Wipro Ltd. | Technology | Equity | 0.19% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.9% | 8.5% | 7.4% | NA |
| Category average | 6.6% | 10.3% | 9.4% | NA |
| Rank with in category | NA | NA | NA | NA |
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Peer Comparison
| Hybrid, Conservative Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Kotak Debt Hybrid Fund Direct Growth | 4 | 7.5% | 13.0% | 3,134.41 |
Parag Parikh Conservative Hybrid Fund Direct Growth | 5 | 9.0% | 12.4% | 2,755.57 |
HDFC Hybrid Debt Fund Direct Growth | 4 | 6.3% | 12.3% | 3,401.26 |
SBI Conservative Hybrid Fund Direct Growth | 4 | 7.2% | 11.8% | 9,748.22 |
Nippon India Conservative Hybrid Fund Direct Growth | 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
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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
NAWebsite
www.sundarammutual.com
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.comCompare funds
Sundaram Savings Fund Direct Plan Growth
VS
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