CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFRegular · IDCW

Sundaram Regular Savings Fund - Quarterly Dividend

hybridHybrid - Conservative Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 04 May 2018₹12.00-0.01%
AUM₹46 Crfrom this fund's primary plan
Expense Ratio0.76%
CAGR—
Exit Load2.5% on or before 12M, 2% after 12M but on or before 24M, Nil after 24M
Min SIP₹250from this fund's primary plan
Launched2010

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 scheme’s assets in equity and equity related instruments.

Fund Mandate

Debt,MMI& Cash90%–100%
Equity And Equity Releated0%–10%
Government Securities90%–100%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.76%
₹250from this fund's primary plan
₹5,000
2.5% on or before 12M, 2% after 12M but on or before 24M, Nil after 24M
Nil
Inception08 Mar 2010
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
Similar Funds
360 ONE Multi Asset Allocation Fund - Growth - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - IDCW - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - IDCW Payout - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - Regular Plan - Growth360 ONE+16.93%360 ONE Multi Asset Allocation Fund - Regular Plan - IDCW360 ONE+16.93%
Compare With

360 ONE Multi Asset Allocation Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

No recent news found for Sundaram Regular Savings Fund - Quarterly Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.76%
2.5% on or before 12M, 2% after 12M but on or before 24M, Nil after 24M
Nil
₹250from this fund's primary plan
₹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