SUSundaram MF

Sundaram Gilt Fund - Appreciation

Gilt Fund with 10 year constant durationDebt - Gilt Fund with 10 year constant durationBenchmark: I-Sec Mi-BEX
NAV · 04 May 2018₹27.00+0.01%
AUM₹10 Cr
Expense Ratio2.03%
CAGR
Exit LoadNil
Min SIP₹250
Launched2001

Investment Objective

The Fund seeks to generate regular income through dedicated investments in gilts consistent with preservation of capital.

Asset Allocation
Cash & Equivalents100.0%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
2.03%
₹250
₹5,000
Nil
Nil
Inception02 May 2001
AMCSundaram MF
Top Holdings
1Reverse Repo50.15%
2Cash and Other Net Current Assets49.85%
Sector Allocation
Other100.0%
Latest News

No recent news found for Sundaram Gilt Fund - Appreciation.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.03%
Nil
Nil
₹250
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme