Sundaram Fixed Term Plan IK Direct Growth

Sundaram Fixed Term Plan IK Direct Growth

Debt
FMP
Low to Moderate Risk
1M
6M
1Y
All
NAV: 14 Jul '21
₹12.64
Min. SIP amount
Not Supported
Fund size
₹102.04 Cr
Expense ratio
0.08%

Holdings (4)

NameSectorInstrumentsAssets
Reserve Bank of IndiaFinancialT-Bills29.38%
Kotak Mahindra Prime Ltd.FinancialDDB11.79%
Bajaj Housing Finance Ltd.FinancialNCD9.41%
Power Grid Corporation of India Ltd.EnergyBonds9.32%

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
Name3M6M1YAll
Fund returns+0.9%+1.8%+4.1%+26.4%
Category average (Debt FMP)----+7.4%--
Rank (Debt FMP)376368370--

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 IK Direct Growth

Sundaram Fixed Term Plan IK 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 14 Jul 2021 is ₹12.64. The Sundaram Fixed Term Plan IK Direct Growth is rated Low to 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 Short-Term Bond Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,948.12 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,