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 amountNot Supported
RatingNA
Fund size₹94.67Cr

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 returnsNA7.7%8.2%7.9%
Category averageNA4.3%5.9%NA
Rank with in categoryNA10630NA
Understand terms

Holdings (4)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills52.7%
Axis Bank Ltd.FinancialCD5.3%
Bank Of BarodaFinancialCD5.3%
Indian Railway Finance Corpn. Ltd.
FinancialBonds1.1%

Expense ratio, exit load and tax

Expense ratio: 0.22%

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
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

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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