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Sundaram Fixed Term Plan IE Growth
+7.87%
3Y annualised
+0.02% 1D
NAV: 31 May '21
₹12.74
Min. for SIP
Not Supported
Fund size (AUM)
₹94.67 Cr
Expense ratio
0.50%
Rating
--
Holdings (27)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| JM Financial Products Ltd. | Financial | Debenture | 11.54% |
| JM Financial Products Ltd. | Financial | Debenture | 11.44% |
| Oriental Nagpur Betul Highway Ltd. | Construction | Debenture | 11.13% |
| Oriental Nagpur Betul Highway Ltd. | Construction | Debenture | 11.11% |
| Vedanta Ltd. | Metals | Debenture | 10.50% |
| Sunny View Estates Pvt Ltd. | Construction | Debenture | 10.26% |
| Sunny View Estates Pvt Ltd. | Construction | Debenture | 10.23% |
| Vedanta Ltd. | Metals | Debenture | 10.08% |
| Edelweiss Housing Finance Ltd. | Financial | DDB | 9.03% |
| Edelweiss Housing Finance Ltd. | Financial | DDB | 9.00% |
| Indostar Capital Finance Pvt Ltd. | Financial | NCD | 8.82% |
| Indostar Capital Finance Pvt Ltd. | Financial | NCD | 8.73% |
| Reliance Retail Ltd. | Services | Securitised Debt | 8.45% |
| Reliance Retail Ltd. | Services | Securitised Debt | 8.28% |
| Power Finance Corpn. Ltd. | Financial | NCD | 8.27% |
| REC Ltd. | Financial | Bonds/NCD | 8.26% |
| REC Ltd. | Financial | Bonds/NCD | 8.14% |
| Power Finance Corpn. Ltd. | Financial | NCD | 8.14% |
| Aadhar Housing Finance Ltd. | Financial | Debenture | 5.65% |
| Aadhar Housing Finance Ltd. | Financial | Debenture | 5.61% |
| Indian Railway Finance Corpn. Ltd. | Financial | Bonds | 1.19% |
| Indian Railway Finance Corpn. Ltd. | Financial | Bonds | 1.18% |
| LIC Housing Finance Ltd. | Financial | Debenture | 1.16% |
| LIC Housing Finance Ltd. | Financial | Debenture | 1.15% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 0.92% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 0.58% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.46% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +2.9% | +7.4% | +7.9% | +7.6% |
| Category average (Debt Fixed Maturity) | +2.8% | +7.4% | +7.5% | -- |
| Rank (Debt Fixed Maturity) | -- | 110 | 37 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
About Sundaram Fixed Term Plan IE Growth
Sundaram Fixed Term Plan IE Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 31 May 2021 is ₹12.74.
The Sundaram Fixed Term Plan IE Growth is rated Moderate risk.
;
Investment Objective
The Scheme seeks to generate income by investing in debt and money market securities, which mature on or before the maturity of the scheme.
Fund benchmarkCRISIL Composite Bond Index
Fund house
Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,