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F&O
1M
6M
1Y
All
| NAV: 14 Jul 2021 | ₹12.64 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹102.04Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (4)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 29.38% |
Kotak Mahindra Prime Ltd. | Financial | DDB | 11.79% |
Bajaj Housing Finance Ltd. | Financial | NCD | 9.41% |
Power Grid Corporation of India Ltd. | Energy | Bonds | 9.32% |
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
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 0.9% | 1.8% | 4.1% | 26.4% |
| Category average | NA | NA | 8.3% | NA |
| Rank with in category | 376 | 368 | 370 | NA |
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Peer Comparison
| Debt, FMP funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HDFC Fixed Maturity Plan 1127 Days May 2016 (1) Direct Growth | 3 | 7.3% | 8.8% | 123.29 |
Nippon India Fixed Horizon Fund XXXVIII Series 2 Direct Growth | 3 | 11.9% | 8.3% | 171.64 |
Reliance Fixed Horizon Fund XXX Series 13 Direct Growth | 3 | 7.5% | 7.8% | 279.40 |
SBI Debt Fund Series C 41 (1178 Days) Direct Growth | 4 | 4.0% | 7.7% | 242.96 |
Aditya Birla Sun Life Fixed Term Plan Series MQ (1159 Days) Direct Growth | 3 | NA | NA | 105.10 |
Expense ratio, exit load and tax
Expense ratio: 0.08%
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.
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Check past data
Fund management
Sandeep AgarwalJul 2018 - PresentView details
Sandeep Agarwal
Jul 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 IK Direct Growth
VS
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