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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 - IK - 1098 Days - Regular Plan - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 14 Jul 2021₹12.61+0.01%
AUM₹102 Cr
Expense Ratio—
CAGR—
Exit Load—
Min SIP—
Launched2018

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

MMI, including Bill Rediscounting & Cash Equivalents0%–30%
Short-term & Medium term Debt instruments70%–100%
Asset Allocation
Debt59.9%
Cash & Equivalents40.1%
Fund Managers
SA
Sandeep Agarwal
Fund Manager
Key Information
—
—
₹5,000
—
Nil
Inception12 Jul 2018
AMCSundaram MF
Top Holdings
191 Days - T Bill - 0807202129.38%
2Reverse Repo22.09%
3TREPS15.78%
4Kotak Mahindra Prime Ltd - 06/07/2021**11.79%
5Bajaj Housing Finance Ltd - 8.6041% - 06/07/2021**9.41%
6Power Grid Corporation of India Ltd - 8.64% - 08/07/2021**9.32%
7Cash and Other Net Current Assets^2.22%
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 - IK - 1098 Days - Regular Plan - Growth.

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Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
—
—
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