SUSundaram MFGrowth

Sundaram Fixed Term Plan - Plan CL - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 18 Feb 2013₹10.99+0.09%
AUM₹94 Cr
Expense Ratio0.27%
CAGR
Exit Load
Min SIP
Launched2012

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
Debt99.9%
Cash & Equivalents0.1%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
0.27%
₹5,000
Nil
Inception15 Feb 2012
AMCSundaram MF
Top Holdings
1The Ratnakar Bank Limited **26.46%
2Axis Bank Ltd **21.17%
3The South Indian Bank Ltd **15.88%
4IDBI Bank Limited **15.26%
5Oriental Bank Of Commerce **10.59%
6Central Bank Of India **10.59%
7REVERSE REPO / CBLO0.07%
Sector Allocation
Other100.0%
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.09%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.27%
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