SUSundaram MFGrowth

Sundaram Fixed Term Plan - Plan CR - Growth

debtFixed Maturity PlansBenchmark: CRISIL Short Term Bond Index
NAV · 15 Apr 2013₹10.95+0.07%
AUM₹82 Cr
Expense Ratio1.26%
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
Debt100.0%
Fund Managers
DS
Dwijendra Srivastava
Fund Manager
Key Information
1.26%
₹5,000
Nil
Inception12 Apr 2012
AMCSundaram MF
Top Holdings
1Cholamandalam Investment & Finance **24.34%
2DEWAN HOUSING FINANCE CORP LTD. **21.91%
3BIRLA TMT HOLDINGS P LTD **18.26%
4TGS Investment & Trade Pvt Ltd **18.26%
5MORGAN STANLEY INDIA CAPITAL PVT LTD **17.22%
6REVERSE REPO / CBLO0.09%
Sector Allocation
Other100.1%
Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.07%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.26%
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