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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Sundaram Gilt

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Fund Name: Sundaram Gilt (G)

CRISIL Rank: NA

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)

1-Year3-Year5-Year
18.59%10.77%7.57%

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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