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SUSundaram MFGrowth

Sundaram BNP Paribas Fixed Term Plan - Series XIII - 30 Months - Retail Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 27 Nov 2009₹12.75+0.01%
AUM₹68 Cr
Expense Ratio0.84%
CAGR—
Exit Loadbefore 720D,Nil on maturity
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
Debt97.4%
Cash & Equivalents2.6%
Fund Managers
KR
K. Ram Kumar
Fund Manager
Key Information
0.84%
—
₹5,000
before 720D,Nil on maturity
Nil
Inception—
AMCSundaram MF
Top Holdings As of 31 Oct 2009
1SBI Cards & Payments Serv (P) Ltd Finance22.02%
2CCLS Series 11 - SHRIRAM TRANSPORT FINANCE COMPANY LTDOthers19.45%
3CHOLAMANDALAM DBS FINANCE LTDFinance16.21%
4MAHINDRA & MAHINDRA FINANCIAL SERVICES LTDFinance16.08%
5ORIENTAL BANK OF COMMERCEBank11.81%
6TML FINANCIAL SEVICES LTDFinance11.78%
7Cash and Net Current Assets Others1.50%
8CBLO / Repo TotalOthers1.15%
Sector Allocation
Finance66.1%
Others22.1%
Bank11.8%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram BNP Paribas Fixed Term Plan - Series XIII - 30 Months - Retail Growth.

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Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.84%
before 720D,Nil on 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