Sundaram Regular Savings Fund - Growth - Direct Plan

This Scheme Sundaram Regular Savings Fund - Growth - Direct Plan is Merged with Sundaram Corporate Bond Fund - Growth - Direct Plan
Other Plans and Options
  • (-0.01%)Nav, as on 04-05-2018

  • Previous Nav

  • Net Change on 04-05-2018

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary objective of the scheme is to generate regular income through investments in fixed income securities and the secondary objective is to generate long term capital appreciation by investing a portion of the scheme’s assets in equity and equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Regular Savings Fund - Direct Plan - Growth Option 3.84 7.08 6.91 8.46 7.38 7.29
CRISIL 10 Year Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 85+15 - Conservative Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC Hybrid Debt Fund - Growth - Direct Plan Jan 01, 2013 7.99 10.75 9.93 1.20 3,408.58
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Direct Plan Jan 01, 2013 10.24 10.52 9.56 0.82 2,416.11
Nippon India Conservative Hybrid Fund - Direct Plan Growth Plan - Growth Option Jan 02, 2013 Unrated 10.94 10.26 9.20 1.04 2,081.03
SBI Conservative Hybrid Fund - DIRECT PLAN - GROWTH Jan 07, 2013 9.71 10.73 9.94 1.00 1,603.57
ICICI Prudential Regular Savings Fund - Direct Plan - Growth Jan 03, 2013 9.24 11.08 9.67 1.19 1,355.69

Fund Holdings as on 30-April-2018

  • Aditya Birla Finance Ltd - 9.75% - 04/04/2019**

  • L&T Housing Finance Ltd - 9.79% - 28/06/2019**

  • Cholamandalam Investment and Finance Company Ltd - 9.9022% - 28/06/2019**

  • Power Finance Corporation Ltd - 9.69% - 02/03/2019**

  • Power Grid Corporation of India Ltd - 8.4% - 27/05/2019**

  • National Bank for Agricultural & Rural Development - 7.85% - 31/05/2019**

  • Cash and Other Net Current Assets

  • IOT Utkal Energy Services Ltd - 9.843% - 20/06/2019**

  • Rural Electrification Corporation Ltd - 9.63% - 05/02/2019**

  • Reverse Repo

  • Indian Railway Finance Corporation Ltd - 8.19% - 27/04/2019**

  • Tata Sons Ltd - 9.25% - 19/06/2019**

  • Small Industrial Development Bank of India - 8.04% - 15/03/2019**

  • Kotak Mahindra Bank Ltd

  • Hindustan UniLever Ltd

  • Bajaj Finance Ltd - 10% - 25/04/2019**

  • Mahindra & Mahindra Ltd

  • Larsen & Toubro Ltd

  • Wipro Ltd

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  • Miscellaneous

  • Bank - Private

  • Household & Personal Products

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • IT - Software

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Fund Manager

  • Education:BE, PGDBA (Financial & Portfolio Management),M.B.A
  • Experience:22 Years
  • Basic Details:Mr. Krishna Kumar is a BE from Regional Engineering College, Trichy (now National Institute of Technology) and a PGDBA (Financial & Portfolio Management) from LIBA, Chennai, has 22 years of experience, of which 16 years are in Equity Markets. KK joined Sundaram Mutual in December 2003 as Equity Research Head before moving in to the fund management team. His previous experience includes 6 years in Lucas TVS and 7 years in Anush Shares & Securities.
  • Funds Managed:

  • CARE AAA

  • Cash

  • CRISIL AAA

  • Equity

  • ICRA AA+

  • IND AAA

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About Sundaram Regular Savings Fund

Scheme Analysis

Sundaram Regular Savings Fund is a Hybrid - Conservative Hybrid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 22-Jan-2013 and currently has an AUM of ₹46.23 crore. Sundaram Regular Savings Fund is benchmarked against CRISIL 10 Year Gilt Index as primary index and CRISIL Hybrid 85+15 - Conservative Index as secondary index.

The NAV of Sundaram Regular Savings Fund ended down ₹0(-0.01%)yesterday to ₹17.173.

Among its top 3 holdings the fund has exposure to Aditya Birla Finance Ltd - 9.75% - 04/04/2019**, and

The Sundaram Regular Savings Fund is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156