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Sundaram Regular Savings Fund Direct Plan Growth
Hybrid
Conservative Hybrid
Moderate Risk
+8.48%
3Y annualised
-0.01% 1D
NAV: 04 May '18
₹17.17
Min. SIP amount
Not Supported
Fund size
₹48.89 Cr
Expense ratio
0.36%
Holdings (17)
| Name | Sector | Instruments | 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 investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.9% | +8.5% | +7.4% | -- |
| Category average (Hybrid Conservative Hybrid) | +5.5% | +9.1% | +8.0% | -- |
| Rank (Hybrid Conservative Hybrid) | -- | -- | -- | -- |
Exit load, stamp duty and tax
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 on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
NA
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | +7.44% | +11.35% | 3,212.39 | |
ICICI Prudential Regular Savings Fund Direct Growth | +8.26% | +10.80% | 3,358.65 | |
DSP Regular Savings Fund Direct Growth | +7.97% | +10.59% | 180.25 | |
HDFC Hybrid Debt Fund Direct Growth | +6.02% | +10.26% | 3,354.01 | |
Nippon India Conservative Hybrid Fund Direct Growth | +10.30% | +9.97% | 932.60 | |
| Compare | ||||
About Sundaram Regular Savings Fund Direct Plan Growth
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. The fund currently has an Asset Under Management(AUM) of ₹76,948 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.
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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 investing a portion of its assets in equity and equity related instruments.
Fund benchmarkCRISIL MIP Blended Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,948.12 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,