e.g. Tata motors, Reliance MF, 500570

Sundaram Regular Savings Fund - Bonus

Hybrid Debt Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹5.5425 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment 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 schemes assets in equity and equity related instruments.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

January 25, 2010

Fund Manager

Mr. Dwijendra Srivastava

Initial Price

10

AUM Fund

5.5425 Cr

Min investment

Rs 5000

Expense Ratio

0.76%

SIP Minimum Investment

Weekly - Rs 1000/-Monthly - Rs 250/- Quarterly - Rs 750/-

Exit Load

2.5% - If redeemed within 12 months;2.0% - If redeemed between 12 & 24 Months;NIL if redeemed after 24 Months from the date of allotment.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
18.68% 66.74% ₹17233.76
18.67% 66.74% ₹17233.76
18.67% 66.74% ₹17233.76
18.67% 66.73% ₹17233.76
18.67% 66.73% ₹17233.76

Holdings

CBLO 34.03%
09.37% GSE04/12/2023 26.98%
LIC HOUSING FINANCE 17.97%
SUNDARAM BNP HOME FINANCE LTD. 9.02%
NABARD 8.98%
Cash & Other Net Current Assets: 3.01%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
January 25, 2010
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Regular Savings Fund - Bonus?

A: The latest NAV of Sundaram Regular Savings Fund - Bonus is ₹ .

Q: What type of mutual fund is Sundaram Regular Savings Fund - Bonus?

A: Sundaram Regular Savings Fund - Bonus is a 'Hybrid - Debt-oriented Conservative' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.

Q: What is the expense ratio of Sundaram Regular Savings Fund - Bonus?

A: The expense ratio of Sundaram Regular Savings Fund - Bonus is 0.76%, which impacts overall returns.

Q: Who manages Sundaram Regular Savings Fund - Bonus?

A: Sundaram Regular Savings Fund - Bonus is managed by Mr. Dwijendra Srivastava, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Regular Savings Fund - Bonus a good investment?

A: Sundaram Regular Savings Fund - Bonus may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sundaram Regular Savings Fund - Bonus?

A: The exit load of Sundaram Regular Savings Fund - Bonus is 2.5% - If redeemed within 12 months;2.0% - If redeemed between 12 & 24 Months;NIL if redeemed after 24 Months from the date of allotment., applicable if redeemed within the specified period.

Q: How is Sundaram Regular Savings Fund - Bonus taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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