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SUSundaram MFGrowth

Sundaram Fixed Term Plan 367 days Series-S-Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 21 Feb 2011₹10.71+0.06%
AUM₹89 Cr
Expense Ratio0.36%
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
Debt98.1%
Cash & Equivalents1.9%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.36%
—
₹5,000
Nil
Nil
Inception18 Feb 2010
AMCSundaram MF
Top Holdings As of 31 Jan 2011
1SECURITIES TRADING CORPORATION OF INDIAFinance14.61%
2RELIGARE FINVEST LIMITEDFinance13.51%
3SOUTH INDIAN BANKBank12.82%
4KOTAK MAHINDRA PRIME LIMITEDFinance11.29%
5SIMPLEX INFRASTRUCTURES LIMITEDInfrastructure11.24%
6JM FINANCIAL PRODUCTS PRIVATE LIMITEDFinance11.24%
7CENTRAL BANK OF INDIABank9.00%
8LIC HOUSING FINANCE LIMITEDFinance7.91%
9PUNJAB NATIONAL BANKBank6.13%
10Cash and Net Current Assets Others1.40%
Sector Allocation
Finance58.6%
Bank28.3%
Infrastructure11.2%
Others1.9%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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Trailing Returns
PeriodReturns
1 Day+0.06%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.36%
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