Sundaram Regular Savings Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Regular Savings Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹46 Cr

Lock In Period

N/A

Expense Ratio

0.76

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.

Benchmark

Crisil MIP Blended Index

Sundaram Regular Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.751.53
6M0.002.6811.03
1Y0.005.9614.16
3Y0.0015.4229.64

Portfolio Analysis

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About Fund Sundaram Regular Savings Fund Growth

Sundaram Regular Savings Fund Growth managed by Sundaram Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹46 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 0.76. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Multiple Yield Fund - Series 14 Plan A Growth045 CR1.15
Fund Name1Y3Y
This FundICICI Prudential Multiple Yield Fund - Series 14 Plan A Growth8.017625.9271

Sundaram Regular Savings Fund Growth FAQs

Sundaram Regular Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Regular Savings Fund Growth is 0.76. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Regular Savings Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Regular Savings Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram Regular Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Regular Savings Fund Growth is ₹46 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Regular Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.