SUSundaram MFGrowth

Sundaram Fixed Term Plan 18 Months Series-Y-Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 25 Aug 2011₹11.08+0.02%
AUM₹72 Cr
Expense Ratio0.49%
CAGR
Exit LoadNil
Min SIP
Launched2010

Investment Objective

The objective of the Schemes would be to generate income with minimum volatility by investing in debt and money market securities, which mature on or before the maturity of the scheme.

Asset Allocation
Debt88.5%
Cash & Equivalents11.5%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.49%
₹5,000
Nil
Nil
Inception26 Feb 2010
AMCSundaram MF
Top Holdings
1HDFC BANK29.96%
2EXIM BANK27.52%
3BAJAJ AUTO FINANCE LTD13.80%
4HCL TECHNOLOGIES LIMITED13.80%
5CBLO / Repo Total10.42%
6ANDHRA BANK3.43%
7Cash and Net Current Assets1.07%
Sector Allocation
Other100.0%
Latest News

No recent news found for Sundaram Fixed Term Plan 18 Months Series-Y-Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.49%
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