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Sundaram Fixed Term Plan IJ Direct Growth
Debt
FMP
Low to Moderate Risk
+8.18%
3Y annualised
+0.01% 1D
NAV: 29 Jun '21
₹12.66
Min. SIP amount
Not Supported
Fund size
₹132.35 Cr
Expense ratio
0.12%
Holdings (7)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Rajasthan State | Others | SDL | 22.90% |
| Reserve Bank of India | Financial | T-Bills | 12.82% |
| Axis Finance Ltd. | Financial | Debenture | 11.76% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 9.09% |
| Ultratech Cement Ltd. | Construction | Debenture | 7.86% |
| Bank Of Baroda | Financial | CD | 1.66% |
| Reserve Bank of India | Financial | T-Bills | 1.36% |
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 | +1.8% | +4.5% | +8.2% | +8.2% |
| Category average (Debt FMP) | +2.8% | +7.4% | +7.5% | -- |
| Rank (Debt FMP) | -- | 380 | 39 | -- |
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
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Fixed Maturity Plan 1127 Days May 2016 (1) Direct Growth | +7.32% | +8.85% | 123.29 | |
Nippon India Fixed Horizon Fund XXXVIII Series 2 Direct Growth | +11.88% | +8.27% | 171.64 | |
Reliance Fixed Horizon Fund XXX Series 13 Direct Growth | +7.47% | +7.85% | 279.40 | |
SBI Debt Fund Series C 41 (1178 Days) Direct Growth | +4.00% | +7.67% | 242.96 | |
Aditya Birla Sun Life Fixed Term Plan Series MQ (1159 Days) Direct Growth | -- | -- | 105.10 | |
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About Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IJ Direct 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 ₹76,948 Cr and the Latest NAV as of 29 Jun 2021 is ₹12.66.
The Sundaram Fixed Term Plan IJ Direct Growth is rated Low to Moderate risk.
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Investment Objective
The objective of the Scheme would be to generate income by investing in debt and money market securities, which mature on or before the maturity of the scheme. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Fund benchmarkCRISIL Short-Term Bond Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,948.12 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,