SUSundaram MFRegular · Growth

Sundaram BNP Paribas Fixed Term Plan - Plan I - Regular - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 06 Aug 2009₹10.99-0.00%
AUM₹68 Cr
Expense Ratio1.11%
CAGR
Exit Load1.50 on or before maturity
Min SIP
Launched

Investment Objective

To achieve income with minimum volatility by investing in a portfolio of fixed-income securities. Each Series will invest in a distinct portfolio of securities. However,there can be no assurance that the investment objective of the scheme will be achieved. The scheme/plan(s) do not guarantee/indicate any returns. There is no guarantee from the sponsor / AMC for any return or repayment of capital.

Asset Allocation
Debt60.6%
Cash & Equivalents39.4%
Fund Managers
KR
K. Ram Kumar
Fund Manager
Key Information
1.11%
₹5,000
1.50 on or before maturity
Nil
Inception
AMCSundaram MF
Top Holdings As of 31 Jul 2009
1CBLOs/Repos Others33.01%
2UNION BANK OF INDIABank22.13%
3PUNJAB & SIND BANK Bank14.76%
4ALLAHABAD BANKBank14.75%
5STATE BANK OFTRAVANCOREBank8.85%
6Cash and Net Current Assets Others6.42%
7STATE BANK OF HYDERABAD Bank0.07%
Sector Allocation
Bank60.6%
Others39.4%
Latest News

No recent news found for Sundaram BNP Paribas Fixed Term Plan - Plan I - Regular - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.11%
1.50 on or before maturity
Nil
₹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