SUSundaram MFIDCW

Sundaram BNP Paribas Fixed Term Plan - Series IV - 367 Days - Retail Dividend

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 07 Sep 2009₹10.00-3.45%
AUM₹1.0k Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load
Min SIP
Launched

Investment Objective

To seek income with minimum volatility by investing in a portfolio of fixed-income securities normally maturing in line with the time profile. 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
Debt30.4%
Cash & Equivalents1.1%
Other68.4%
Fund Managers
KR
K. Ram Kumar
Fund Manager
Key Information
₹5,000
Nil
Inception
AMCSundaram MF
Top Holdings
1Others - MUTUAL FUND UNITSOthers68.44%
2CD TRUST 2008-09 - Sr12 A1Others9.61%
3SREI EQUIPMENT FINANCEFinance6.74%
4GE MONEY FINANCIALSER Finance4.71%
5HDFC LTD Finance3.87%
6Deutsche Postbank Home Finance LimitedFinance2.41%
7FULLERTON INDIA CREDIT Finance2.40%
8Cash and Net Current Assets Others1.04%
9KOTAK MAHINDRA BANK Bank0.29%
10AXIS BANK LIMITED Bank0.29%
Sector Allocation
Others79.3%
Finance20.1%
Bank0.6%
Latest News

No recent news found for Sundaram BNP Paribas Fixed Term Plan - Series IV - 367 Days - Retail Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-3.45%
Risk Metrics

Risk metrics are not available for this fund.

Fees
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