SUSundaram MFGrowth

Sundaram BNP Paribas Fixed Term Plan - Series XII - 18 Months - Retail Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 28 Nov 2008₹11.57+0.03%
AUM₹49 Cr
Expense Ratio
CAGR
Exit Load1%
Min SIP
Launched

Investment Objective

The investment objective of the scheme is to achieve income with minimum volatility by investing in a portfolio of fixed income securities normally maturing in line with the time profile of the respective series/plans.

Asset Allocation
Debt95.2%
Cash & Equivalents4.9%
Fund Managers
KR
K. Ram Kumar
Fund Manager
Key Information
₹5,000
1%
Nil
Inception
AMCSundaram MF
Top Holdings As of 29 Feb 2008
1KST TRUST PTC - ILFS Others22.56%
2KOTAK MAH PRIMEFinance22.27%
3Chola DBSFinance20.64%
4CitifinancialFinance16.26%
5Mahindra & Mahindra Fin Finance13.42%
6Net Current AssetsOthers3.44%
7REVERSE REPO / CBLOOthers1.43%
Sector Allocation
Finance72.6%
Others27.4%
Latest News

No recent news found for Sundaram BNP Paribas Fixed Term Plan - Series XII - 18 Months - Retail Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1%
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