Sundaram Fixed Term Plan IE Direct Growth+0.04%

9.78%
1 Year Return
Debt
FMP
6M
1Y
All

Fund Details

Sundaram Fixed Term Plan IE Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.23%
NAV12.39 (21 Oct 2020)
Fund Started12 Feb 2018
Fund Size91 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Fixed Term Plan IE Direct Growth
9.8%
NA
NA
8.3%
Category Average
9.1%
6.1%
8.6%
-
Rank within category
270
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 9.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    JM Financial Products Ltd.FinancialDebenture11.6%
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture11.0%
    Sunny View Estates Pvt Ltd.ConstructionDebenture9.7%
    National Housing BankFinancialNCD8.9%
    Indostar Capital Finance Pvt Ltd.FinancialNCD8.7%
    Reliance Retail Ltd.ServicesSecuritised Debt8.1%
    REC Ltd.FinancialBonds/NCD7.9%
    Power Finance Corpn. Ltd.FinancialNCD7.9%
    Aadhar Housing Finance Ltd.FinancialDebenture5.5%
    Bank Of BarodaFinancialCD5.4%
    See All

    Fund Managers

    addSandeep Agarwal
    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.
    Funds Managed

    Sundaram Fixed Term Plan IE Direct Growth Details

    Sundaram Fixed Term Plan IE Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 12 Feb 2018. Sandeep Agarwal is the Current Fund Manager of Sundaram Fixed Term Plan IE Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹91 Cr and the Latest NAV as of 21 Oct 2020 is ₹12.39.

    The Sundaram Fixed Term Plan IE Direct 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
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    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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