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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 CF - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 29 May 2013₹11.42+0.02%
AUM₹38 Cr
Expense Ratio0.88%
CAGR—
Exit Load—
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
Debt97.4%
Cash & Equivalents2.6%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.88%
—
₹5,000
—
Yes
Inception30 Nov 2011
AMCSundaram MF
Top Holdings
1Tata Capital Housing Finance Ltd **20.06%
2Kotak Mahindra Prime Ltd **19.95%
3Tata Capital Financial Services Limited **17.97%
4Shriram Transport Finance Company Limited **17.48%
5BAJAJ FINANCE LIMITED **13.03%
6Aditya Birla Nuvo Limited **7.56%
7Net Current Assets2.38%
8Andhra Bank **1.30%
9REVERSE REPO / CBLO0.26%
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 CF - Growth.

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Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.88%
—
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