朕天下娛樂城
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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Regular Savings Fund Direct Plan Growth
+8.48%
3Y annualised
-0.01% 1D
NAV: 04 May '18
?17.17
Min. for SIP
Not Supported
Fund size (AUM)
?48.89 Cr
Expense ratio
0.36%
Rating
3
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
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +5.03% | +10.81% | 3,344.68 | |
 | +5.37% | +10.05% | 3,302.00 | |
 | +4.01% | +9.49% | 178.55 | |
 | +5.81% | +9.42% | 9,792.72 | |
 | +7.33% | +8.85% | 955.51 | |
| 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 ?77,804 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.
;
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?77,803.54 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,