SUSundaram MFGrowth

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

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 05 Apr 2010₹10.73+0.05%
AUM₹131 Cr
Expense Ratio0.80%
CAGR
Exit LoadNil
Min SIP
Launched2009

Investment Objective

To achieve income by investing in a portfolio of fixed-income / debt securities that are in line with the maturity of the scheme. Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme.

Asset Allocation
Debt95.7%
Cash & Equivalents4.3%
Fund Managers
KR
K. Ram Kumar
Fund Manager
Key Information
0.80%
₹5,000
Nil
Nil
Inception26 Mar 2009
AMCSundaram MF
Top Holdings
1UNITED BANK OF INDIA28.33%
2SOUTH INDIAN BANK28.33%
3HDFC LTD13.79%
4CENTRAL BANK OF INDIA13.78%
5VIJAYA BANK11.48%
6CBLOs/Repos 3.35%
7Cash and Net Current Assets 0.93%
Sector Allocation
Other100.0%
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.05%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.80%
Nil
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