6M
1Y
3Y
All
Fund Details
Sundaram Fixed Term Plan HS Regular Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.37% |
| NAV | ₹12.26 (19 Aug 2019) |
|---|---|
| Fund Started | 12 Aug 2016 |
| Fund Size | ₹106 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
7.5%
7.0%
-
7.1%
Category Average
7.8%
7.4%
8.3%
-
Rank Within Category
370
16
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with 7.5% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| 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% |
Fund Managers
Sandeep Agarwal
Sundaram Fixed Term Plan HS Regular Growth Details
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 12 Aug 2016. 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 ₹106 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.
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.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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About Sundaram Mutual Fund
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
NASundaram 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