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Mutual Fund Review – Sundaram Gilt

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Fund Name: Sundaram Gilt (G)


Category: Gilt – long term

Expense Ratio: 0.54%

Risk Level: Low

Benchmark: I-SEC Mi-BEX

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

Returns (Annualized)


Our Review

Sundaram Gilt fund (G) has made its inception in the year 2001. Since inception, it has produced annualized returns of 6%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

The fund invests 64% of assets into sovereign securities and holds the rest as cash. The fund is perfect for those looking for investment in debt funds which invest in securities of long term nature.

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