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NAV: 31 May 2021
₹12.74
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹94.67Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (27)
| Name | Sector | Instrument | 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 investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Debt FMP
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 7.4% | 7.9% | 7.6% |
| Category average | NA | 7.6% | 7.4% | NA |
| Rank with in category | NA | 110 | 37 | NA |
Understand terms
Peer Comparison
| Debt, FMP funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
SBI Debt Fund Series C 34 (1211 Days) Growth | 5 | 4.0% | 7.4% | 142.33 |
SBI Debt Fund Series C 33 (1216 Days) Growth | 3 | 4.0% | 7.4% | 424.32 |
Aditya Birla Sun Life Fixed Term Plan Series NR (1099 Days) Growth | 3 | 7.5% | 7.3% | 121.75 |
Nippon India Fixed Horizon Fund XXXIX Series 5 Growth | 3 | 13.3% | 7.3% | 123.61 |
Reliance Fixed Horizon Fund XXXVII Series 13 Growth | 3 | NA | NA | 112.63 |
Expense ratio, exit load and tax
Expense ratio: 0.50%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Fund management
Sandeep AgarwalJan 2018 - PresentView details
Sandeep Agarwal
Jan 2018 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Fixed Term Plan IE Growth
VS
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