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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 MFIDCW

Sundaram Fixed Term Plan - Plan BI - Dividend

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 20 Jan 2012₹10.00-4.34%
AUM₹76 Crfrom this fund's primary plan
Expense Ratio0.34%
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
Debt100.0%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.34%
—
₹5,000
Nil
Nil
Inception20 Jul 2011
AMCSundaram MF
Top Holdings As of 31 Dec 2011 · disclosed on this fund's primary plan
1TATA CAPITAL LTDFinance29.64%
2TAMIL NADU MERCHANTILE BANKBank29.57%
3VIJAYA BANKBank21.05%
4YES BANKBank19.72%
5CBLOs/Repos Others0.03%
Sector Allocation
Bank70.3%
Finance29.6%
Others0.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Fixed Term Plan - Plan BI - Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-4.34%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.34%
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