SUSundaram MFGrowth

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

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 07 Sep 2009₹11.04+0.06%
AUM₹1.0k Cr
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
Other100.0%
Fund Managers
KR
K. Ram Kumar
Fund Manager
Key Information
₹5,000
Nil
Inception
AMCSundaram MF
Top Holdings
1Others - MUTUAL FUND UNITS68.44%
2CD TRUST 2008-09 - Sr12 A19.61%
3SREI EQUIPMENT FINANCE6.74%
4GE MONEY FINANCIALSER 4.71%
5HDFC LTD 3.87%
6Deutsche Postbank Home Finance Limited2.41%
7FULLERTON INDIA CREDIT 2.40%
8Cash and Net Current Assets 1.04%
9KOTAK MAHINDRA BANK 0.29%
10AXIS BANK LIMITED 0.29%
Sector Allocation
Other100.0%
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.06%
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