SUSundaram MFRegular · Growth

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

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 21 Apr 2010₹11.59+0.01%
AUM₹9 Cr
Expense Ratio0.91%
CAGR
Exit Load1.50% on or before maturity
Min SIP
Launched2008

Investment Objective

To achieve income by investing in a portfolio of fixed-income / debt securities that are generally in line with the maturity of the scheme

Asset Allocation
Debt69.8%
Cash & Equivalents16.3%
Other13.9%
Fund Managers
KR
K. Ram Kumar
Fund Manager
Key Information
0.91%
₹5,000
1.50% on or before maturity
Nil
Inception10 Nov 2008
AMCSundaram MF
Top Holdings
1ICICI HOME FINANCE LTD17.29%
2INFRASTRUCTURE DEVELOPMENT FINANCE CORPORATION15.02%
3NABARD 13.94%
4RELIANCE CAPITAL LTD13.84%
5KOTAK MAHINDRA PRIME LTD13.83%
6CBLOs/Repos 10.70%
7CENTRAL BANK OF INDIA9.20%
8Cash and Net Current Assets 5.60%
9SOUTH INDIAN BANK0.58%
Sector Allocation
Other100.0%
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.91%
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