SUSundaram MFGrowth

Sundaram Fixed Term Plan - Plan AQ - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 25 Nov 2011₹10.85+0.02%
AUM₹135 Cr
Expense Ratio0.35%
CAGR
Exit LoadNil
Min SIP
Launched2010

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
Debt100.0%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.35%
₹5,000
Nil
Yes
Inception23 Nov 2010
AMCSundaram MF
Top Holdings
1BANK OF INDIA18.43%
2CANARA BANK18.36%
3SOUTH INDIAN BANK18.36%
4FEDERAL BANK18.36%
5ICICI BANK15.45%
6ANDHRA BANK11.03%
7CBLO / Repo Total0.02%
Sector Allocation
Other100.0%
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.35%
Nil
Yes
₹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