CLOSED
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 AJ - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 10 Jan 2013₹11.82+0.02%
AUM₹13 Cr
Expense Ratio0.95%
CAGR—
Exit LoadNil
Min SIP—
Launched2011

Investment Objective

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
Debt48.2%
Cash & Equivalents51.8%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.95%
—
₹5,000
Nil
Nil
Inception11 Jan 2011
AMCSundaram MF
Top Holdings
1REVERSE REPO / CBLO47.09%
2Kotak Mahindra Prime Ltd **17.10%
3SREI Equipment Finance Pvt Ltd **15.54%
4SREI Infrastructure Finance Ltd **15.54%
5Net Current Assets4.72%
Sector Allocation
Other100.0%
On This Page
NAV growthAsset allocationTop holdings
Similar Funds
Bank of India Credit Risk Fund - Growth - Direct PlanBank of India MF+17.89%Bank of India Credit Risk Fund - Regular Plan - GrowthBank of India MF+17.45%Aditya Birla Sun Life Liquid Fund - Institutional Plan - Weekly IDCWAditya Birla SL MF+12.89%Aditya Birla Sun Life Credit Risk Fund - Bonus - Direct PlanAditya Birla SL MF+12.55%Aditya Birla Sun Life Credit Risk Fund - Growth - Direct PlanAditya Birla SL MF+12.55%
Compare With

Bank of India Credit Risk Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.95%
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