Sundaram Fixed Term Plan HS Regular Growth

Debt
FMP
Moderate Risk
7.00%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
All
NAV: 19 Aug 2019₹12.26
Min. SIP amountNot Supported
RatingNA
Fund size₹106.43Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt FMP
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA7.5%7.0%7.0%
Category averageNA4.3%6.0%NA
Rank with in categoryNA37016NA
Understand terms

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%

Expense ratio, exit load and tax

Expense ratio: 0.37%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sandeep Agarwal
Aug 2016 - 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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
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,

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