SUSundaram MFGrowth

Sundaram Fixed Term Plan 367 days Series-U-Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 05 Apr 2011₹10.66+0.11%
AUM₹40 Cr
Expense Ratio0.32%
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
Debt42.3%
Cash & Equivalents57.7%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.32%
₹5,000
Nil
Nil
Inception30 Mar 2010
AMCSundaram MF
Top Holdings
1CBLOs/Repos 57.74%
2KARUR VYSYA BANK24.24%
3JM FINANCIAL PRODUCTS9.40%
4BIRLA TMT HOLDING8.66%
Sector Allocation
Other100.0%
Latest News

No recent news found for Sundaram Fixed Term Plan 367 days Series-U-Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.11%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.32%
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