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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 MFGrowth

Sundaram Fixed Term Plan - Plan AG - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 24 Apr 2012₹11.15+0.02%
AUM₹131 Cr
Expense Ratio1.00%
CAGR—
Exit LoadNil
Min SIP—
Launched2011

Investment Objective

The objective of the Scheme 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
Debt95.8%
Cash & Equivalents4.2%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
1.00%
—
₹5,000
Nil
Nil
Inception23 Feb 2011
AMCSundaram MF
Top Holdings
1JM Financial Products Ltd29.85%
2Srei Infrastructure Finance Ltd18.96%
3SREI EQUIPMENT FINANCE PVT LTD13.45%
4Kotak Mahindra Prime Ltd13.45%
5Corporation Bank11.45%
6Vijaya Bank3.82%
7Forbes Gokak Ltd3.81%
8CBLOs/Repos 2.65%
9Cash and Net Current Assets 1.58%
10Jammu & Kashmir Bank0.61%
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 - Plan AG - Growth.

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Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.00%
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