SUSundaram MFGrowth

Sundaram BNP Paribas Fixed Term Plan - Series XVIII - 13 Months - Retail Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 02 May 2008₹11.17-0.02%
AUM₹76 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
Other100.0%
Fund Managers
KR
K. Ram Kumar
Fund Manager
Key Information
₹5,000
1%
Nil
Inception
AMCSundaram MF
Top Holdings
1INDIA BULLS FIN SER - CP18.92%
2Kotak Mahindra Prime - PTC - 19/06/200813.13%
3DSP ML13.12%
4Kotak Mah - CLSS XXXIX - Sr A2 - 30/09/200813.06%
5India Corp Loan Sec Sr XXV - Yes Bank - PTC -29/06/200812.67%
6L & T Finance Limited11.82%
7PGS Trust A2 - 19/06/200811.44%
8ICICI BANK - CD 2.57%
9Net Current Assets2.56%
10Karnataka Bank - CD 0.71%
Sector Allocation
Other100.0%
Latest News

No recent news found for Sundaram BNP Paribas Fixed Term Plan - Series XVIII - 13 Months - Retail Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.02%
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