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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 - GW - 1100 Days - Regular Plan - Growth

debtFixed Maturity PlansBenchmark: CRISIL Composite Bond Index
NAV · 27 Apr 2018₹12.58+0.08%
AUM₹133 Cr
Expense Ratio0.31%
CAGR—
Exit Load—
Min SIP—
Launched2015

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. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

Fund Mandate

MMI0%–20%
Short Term and Medium Term Debt Instruments80%–100%
Asset Allocation
Debt87.7%
Cash & Equivalents12.3%
Fund Managers
SA
Sandeep Agarwal
Fund Manager
Key Information
0.31%
—
₹5,000
—
Nil
Inception23 Apr 2015
AMCSundaram MF
Top Holdings
1Tata Capital Housing Finance Ltd - 8.78% - 27/04/2018**15.80%
2Nabha Power Ltd - 8.95% - 09/04/2018**15.05%
3Steel Authority of India Ltd - 7.95% - 09/04/2018**15.04%
4Mahindra & Mahindra Financial Services Ltd - 9.25% - 20/04/2018**13.09%
5Axis Bank Ltd - 26/04/2018**11.22%
6HDFC Bank Ltd - 4.25% - 04/04/20189.02%
7Sundaram Finance Ltd - 9.3% - 27/04/2018**7.53%
8CBLO7.38%
9Cash and Other Net Current Assets4.90%
10National Housing Bank - 8% - 10/04/2018**0.98%
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 - GW - 1100 Days - Regular Plan - Growth.

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Trailing Returns
PeriodReturns
1 Day+0.08%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.31%
—
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