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Sundaram MFSundaram Fixed Term Plan - HI - 1160 Days - Regular Plan - Growth
₹12.79 as on 06 May 2019
Key Metrics Comparison
| Metric | Sundaram Fixed Term Plan - HI - 1160 Days - Regular Plan - Growth | Bank of India Credit Risk Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Bank of India MF |
| Category | Fixed Maturity Plans | Debt - Credit Risk Fund |
| NAV | ₹12.79 (06 May 2019) | ₹14.89 (16 Sep 2026) |
| Rating | ★★★ | ★★★★ |
| Benchmark | CRISIL Composite Bond Index | CRISIL Credit Risk Debt Index |
| Fund Manager | Sandeep Agarwal | Alok Singh |
| Inception | 03 Mar 2016 | 27 Feb 2015 |
| Returns | ||
| 1Y | — | 17.89% |
| 3Y | — | 10.08% |
| 5Y | — | 27.76% |
| Since Inception | — | 3.50% |
| Risk | ||
| — | 3.38 | |
| — | -0.08 | |
| — | 0.56 | |
| — | 1.89 | |
| — | 2.94 | |
| — | 0.20% | |
| Costs | ||
| Expense Ratio | — | 0.62% |
| Exit Load | — | NIL for 10% of investments and 1% for remaining investments on or before 1Y, NIL after 1Y |
| Min SIP | — | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹5,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Sundaram MF73%
Bank of India…73%
26.9%Only 26.9% of holdings by weight are common between Sundaram MF and Bank of India MF, based on each fund's top 11 disclosed holdings, not the full portfolio.
Common holdingSundaram MFBank of India MF
TREPS58.84%26.89%
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