Name: Sundaram Fixed Term Plan HS Regular Growth
Brand: Sundaram Mutual Fund
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Sundaram Fixed Term Plan HS Regular Growth
Debt
FMP
Moderate Risk
7.48%
1Y return
+0.04% 1D
1M
6M
1Y
3Y
All
 NAV: 19 Aug 2019₹12.26
Min. SIP amountNA
RatingNA
Fund size₹106.43 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt FMP
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA7.5%7.0%7.0%
Category averageNA5.8%8.1%NA
Rank with in categoryNA37016NA
Understand termsinfo
Holdings (5)NameSectorInstrumentAssets
Bajaj Finance Ltd.
FinancialDebenture11.8%
LIC Housing Finance Ltd.
FinancialDebenture10.7%
Housing Development Finance Corpn. Ltd.
FinancialDebenture9.4%
Power Finance Corpn. Ltd.
FinancialBonds4.7%
HDB Financial Services Ltd.
FinancialBonds4.7%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2019 - Present
0.37%
31 Mar 2019 - 30 Sep 2019
0.56%
30 Sep 2018 - 31 Mar 2019
0.56%
31 Mar 2018 - 30 Sep 2018
0.56%
Expense ratio, exit load and taxExpense ratio: 0.37%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSandeep Agarwal
Aug 2016 - Present
View details
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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.
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Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund IDCW Weekly
Sundaram Short Term Debt Fund IDCW Fortnightly
Sundaram Short Term Debt Fund IDCW Monthly
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Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
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Sundaram Equity Hybrid Fund Direct Growth
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Sundaram Corporate Bond Fund Direct IDCW Quarterly
Sundaram Corporate Bond Fund Direct IDCW Yearly
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct IDCW
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Short Term Debt Fund Direct Plan IDCW Weekly
Sundaram Short Term Debt Fund Direct Plan IDCW Quarterly
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan IDCW Fortnightly
Sundaram Short Term Debt Fund Direct Plan IDCW Monthly
Sundaram Short Term Debt Fund Direct Plan Bonus
Sundaram Short Term Debt Fund Direct Plan IDCW Half Yearly
Sundaram Medium Term Bond Fund Direct IDCW Quarterly
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Medium Term Bond Fund Direct IDCW Yearly
Sundaram Short Term Credit Risk Fund Direct IDCW Fortnightly
Sundaram Short Term Credit Risk Fund Direct IDCW Monthly
Sundaram Short Term Credit Risk Fund Direct IDCW Quarterly
Sundaram Short Term Credit Risk Fund Direct IDCW Weekly
Sundaram Short Term Credit Risk Fund IDCW Quarterly
Sundaram Short Term Credit Risk Fund IDCW Monthly
Sundaram Short Term Credit Risk Fund IDCW Half Yearly
Sundaram Short Term Credit Risk Fund IDCW Weekly
Sundaram Fixed Term Plan HS Regular Growth
Sundaram Fixed Term Plan IE Direct Growth
Sundaram Fixed Term Plan IH Regular Growth
Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IK Direct Growth
Sundaram Money Market Fund Regular Growth
Sundaram Money Market Fund Regular IDCW Daily
Sundaram Money Market Fund Regular IDCW Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Direct Growth
Sundaram Overnight Fund Direct IDCW Daily
Sundaram Ultra Short Term Fund Regular Growth
Sundaram Ultra Short Term Fund Direct IDCW Weekly
Sundaram Ultra Short Term Fund Direct Growth
Fund house & investment objective
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Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM32,095.30 Cr
Date of Incorporation26 Feb 1996
Sundaram Fixed Term Plan HS Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors 
Sundaram Fixed Term Plan HS Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Sandeep Agarwal is the Current Fund Manager of Sundaram Fixed Term Plan HS Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 19 Aug 2019 is ₹12.26.
The Sundaram Fixed Term Plan HS Regular Growth is rated Moderate risk. ...Read more
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.
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
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
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.com
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	6M	1Y	3Y	All
Fund returns	NA	7.5%	7.0%	7.0%
Category average	NA	5.8%	8.1%	NA
Rank with in category	NA	370	16	NA
Name	Sector	Instrument	Assets
Bajaj Finance Ltd.	Financial	Debenture	11.8%
LIC Housing Finance Ltd.	Financial	Debenture	10.7%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	9.4%
Power Finance Corpn. Ltd.	Financial	Bonds	4.7%
HDB Financial Services Ltd.	Financial	Bonds	4.7%
Rating	NA
Fund size	₹106.43 Cr
Rank (total assets)	#17 in India
Total AUM	32,095.30 Cr