Sundaram Fixed Term Plan IE Direct Growth - Latest NAV[12.87], MF Performance & Returns 2022

Name: Sundaram Fixed Term Plan IE Direct Growth
Brand: Sundaram Mutual Fund
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Sundaram Fixed Term Plan IE Direct Growth
Debt
FMP
Moderate Risk
8.19%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
All
 NAV: 31 May 2021₹12.87
Min. SIP amountNA
RatingNA
Fund size₹94.67Cr
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 returnsNA7.7%8.2%7.9%
Category averageNA5.8%8.1%NA
Rank with in categoryNA10630NA
Understand terms
Holdings (4)NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills52.7%
Axis Bank Ltd.
FinancialCD5.3%
Bank Of Baroda
FinancialCD5.3%
Indian Railway Finance Corpn. Ltd.
FinancialBonds1.1%
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
31 Mar 2021 - Present
0.22%
30 Sep 2020 - 31 Mar 2021
0.22%
30 Sep 2019 - 30 Sep 2020
0.23%
31 Mar 2019 - 30 Sep 2019
0.23%
30 Sep 2018 - 31 Mar 2019
0.23%
31 Mar 2018 - 30 Sep 2018
0.23%
Expense ratio, exit load and taxExpense ratio: 0.22%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSandeep Agarwal
Jan 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
Sundaram Medium Term Bond Fund Regular IDCW Quarterly
Sundaram Medium Term Bond Fund Regular Growth
Sundaram Medium Term Bond Fund Regular Bonus
Sundaram Medium Term Bond Fund Regular IDCW Half Yearly
Sundaram Medium Term Bond Fund Regular IDCW Yearly
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Corporate Bond Fund Regular IDCW Monthly
Sundaram Corporate Bond Fund Regular IDCW Quarterly
Sundaram Corporate Bond Fund Regular IDCW Half Yearly
Sundaram Corporate Bond Fund Regular IDCW Yearly
Sundaram Corporate Bond Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Short Term Credit Risk Fund IDCW
Sundaram Short Term Credit Risk Fund Growth
Sundaram Short Term Debt Fund IDCW Quarterly
Sundaram Short Term Debt Fund IDCW Half Yearly
Sundaram Short Term Debt Fund IDCW Yearly
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
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Short Term Debt Fund Bonus
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Corporate Bond Fund Direct Growth
Sundaram Corporate Bond Fund Direct IDCW Monthly
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 Regular IDCW Monthly
Sundaram Ultra Short Term Fund Direct IDCW Weekly
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Ultra Short Duration Fund Growth
Sundaram Ultra Short Duration Fund IDCW Daily
Sundaram Ultra Short Duration Fund IDCW Monthly
Sundaram Ultra Short Duration Fund IDCW Weekly
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct IDCW Monthly
Sundaram Short Duration Fund Growth
Sundaram Short Duration Fund IDCW Monthly
Sundaram Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct IDCW Monthly
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹32,095.30Cr
Date of Incorporation26 Feb 1996
 Sundaram Fixed Term Plan IE Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to i
 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 26 Feb 1996. 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 ₹32,095 Cr and the Latest NAV as of 31 May 2021 is ₹12.87.
The Sundaram Fixed Term Plan IE Direct 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 Composite Bond Index
Scheme Information Document(SID)
Fund house contact details
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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FAQsHow to Invest in Sundaram Fixed Term Plan IE Direct Growth
You can easily invest in Sundaram Fixed Term Plan IE Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account
 Search for Sundaram Fixed Term Plan IE Direct Growth from the search box 
 In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
 Once you are done with that, you can start investing in Sundaram Fixed Term Plan IE Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Fixed Term Plan IE Direct Growth provide?
The Sundaram Fixed Term Plan IE Direct Growth has been there from 12 Feb 2018 and the average annual returns provided by this
fund is 7.68% since its inception.
How much expense ratio is charged by Sundaram Fixed Term Plan IE Direct Growth?
The term Expense Ratio used for Sundaram Fixed Term Plan IE Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. 

The Expense Ratio of Sundaram Fixed Term Plan IE Direct Growth is 0.22% as of 20 Jan 2022...
What is the AUM of Sundaram Fixed Term Plan IE Direct Growth?
The AUM, short for Assets Under Management of Sundaram Fixed Term Plan IE Direct Growth is ₹94.67Cr as of 20 Jan 2022.
How to Redeem Sundaram Fixed Term Plan IE Direct Growth?
If you want to sell your Sundaram Fixed Term Plan IE Direct Growth holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Fixed Term Plan IE Direct Growth?
You can select either SIP  or Lumpsum  investment of Sundaram Fixed Term Plan IE Direct Growth based on your investment objective and risk tolerance.
What is the NAV of Sundaram Fixed Term Plan IE Direct Growth?
The NAV of Sundaram Fixed Term Plan IE Direct Growth is ₹12.87 as of 31 May 2021.
What is the PE and PB ratio of Sundaram Fixed Term Plan IE Direct Growth?
The PE ratio ratio of Sundaram Fixed Term Plan IE Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).
	6M	1Y	3Y	All
Fund returns	NA	7.7%	8.2%	7.9%
Category average	NA	5.8%	8.1%	NA
Rank with in category	NA	106	30	NA
Name	Sector	Instrument	Assets
Reserve Bank of India	Financial	T-Bills	52.7%
Axis Bank Ltd.	Financial	CD	5.3%
Bank Of Baroda	Financial	CD	5.3%
Indian Railway Finance Corpn. Ltd.	Financial	Bonds	1.1%
Rating	NA
Fund size	₹94.67Cr