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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFRegular · Growth

Sundaram Fixed Term Plan - FI - Regular Plan - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 07 Apr 2015₹10.98+0.02%
AUM₹172 Cr
Expense Ratio0.20%
CAGR—
Exit Load—
Min SIP—
Launched2014

Investment Objective

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

Fund Mandate

MMI0%–30%
Short Term & Medium Term Debt Instruments70%–100%
Asset Allocation
Debt99.6%
Cash & Equivalents0.4%
Fund Managers
SA
Sandeep Agarwal
Fund Manager
Key Information
0.20%
—
₹5,000
—
Nil
Inception28 Mar 2014
AMCSundaram MF
Top Holdings
1IDBI Bank Ltd**29.18%
2Allahabad Bank**27.89%
3Canara Bank**22.67%
4Bajaj Finance Ltd**15.99%
5ICICI Home Finance Company Ltd**3.87%
6CBLO0.37%
7Cash & Other Net Current Assets0.03%
Sector Allocation
Other100.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Fixed Term Plan - FI - Regular Plan - Growth.

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Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.20%
—
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