How to Invest in Sundaram Fixed Term Plan IJ Direct Growth?

You can easily invest in Sundaram Fixed Term Plan IJ 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 IJ 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 IJ Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Fixed Term Plan IJ Direct Growth provide?

The Sundaram Fixed Term Plan IJ Direct Growth has been there from 26 Jun 2018 and the average annual returns provided by this fund is 4.49% since its inception.

How much expense ratio is charged by Sundaram Fixed Term Plan IJ Direct Growth?

The term Expense Ratio used for Sundaram Fixed Term Plan IJ 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 IJ Direct Growth is 0.12% as of 21 Mar 2023...

What is the AUM of Sundaram Fixed Term Plan IJ Direct Growth?

The AUM, short for Assets Under Management of Sundaram Fixed Term Plan IJ Direct Growth is ₹132.35Cr as of 21 Mar 2023.

How to Redeem Sundaram Fixed Term Plan IJ Direct Growth?

If you want to sell your Sundaram Fixed Term Plan IJ 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 IJ Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Fixed Term Plan IJ Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Fixed Term Plan IJ Direct Growth?

The NAV of Sundaram Fixed Term Plan IJ Direct Growth is ₹12.66 as of 29 Jun 2021.

What is the PE and PB ratio of Sundaram Fixed Term Plan IJ Direct Growth?

The PE ratio ratio of Sundaram Fixed Term Plan IJ 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).

Sundaram Fixed Term Plan IJ Direct Growth - NAV, Mutual Fund Performance & Portfolio

Sundaram Fixed Term Plan IJ Direct Growth
Debt
FMP
Low to Moderate Risk
8.18%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
 NAV: 29 Jun 2021₹12.66
Min. SIP amountNot Supported
RatingNA
Fund size₹132.35Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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 returnsNA4.5%8.2%8.2%
Category averageNA4.0%6.4%NA
Rank with in categoryNA38039NA
Understand terms
Holdings (7)NameSectorInstrumentAssets
Rajasthan State
OthersSDL22.9%
Reserve Bank of India
FinancialT-Bills12.8%
Axis Finance Ltd.
FinancialDebenture11.8%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture9.1%
Ultratech Cement Ltd.ConstructionDebenture7.9%
Bank Of BarodaFinancialCD1.7%
Reserve Bank of India
FinancialT-Bills1.4%
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
0.12%
30 Sep 2020 - 31 Mar 2021
0.12%
30 Sep 2019 - 30 Sep 2020
0.12%
31 Mar 2019 - 30 Sep 2019
0.12%
30 Sep 2018 - 31 Mar 2019
0.12%
Expense ratio, exit load and taxExpense ratio: 0.12%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSandeep Agarwal
Jun 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.
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Sundaram Banking & PSU Debt Fund Regular IDCW Monthly
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Sundaram Short Term Debt Fund IDCW Quarterly
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Sundaram Corporate Bond Fund Direct Growth
Sundaram Corporate Bond Fund Direct IDCW Monthly
Sundaram Corporate Bond Fund Direct IDCW Half Yearly
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct IDCW Monthly
Sundaram Banking & PSU Debt Fund Direct IDCW Daily
Sundaram Banking & PSU Debt Fund Direct IDCW Weekly
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Sundaram Corporate Bond Fund Direct IDCW Yearly
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Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
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Sundaram Short Term Debt Fund Direct Plan Growth
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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 IDCW Half Yearly
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 Quarterly
Sundaram Money Market Fund Regular IDCW Weekly
Sundaram Money Market Fund Regular IDCW Fortnightly
Sundaram Money Market Fund Regular IDCW Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Money Market Fund Direct IDCW Fortnightly
Sundaram Money Market Fund Direct IDCW Daily
Sundaram Money Market Fund Direct IDCW Weekly
Sundaram Money Market Fund Direct IDCW Monthly
Sundaram Money Market Fund Direct IDCW Quarterly
Sundaram Overnight Fund Regular IDCW Daily
Sundaram Overnight Fund Regular IDCW Weekly
Sundaram Overnight Fund Direct IDCW Weekly
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Sundaram Overnight Fund Regular IDCW Fortnightly
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Sundaram Overnight Fund Regular IDCW Monthly
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Sundaram Ultra Short Term Fund Regular Growth
Sundaram Ultra Short Term Fund Regular IDCW Monthly
Sundaram Ultra Short Term Fund Direct IDCW Weekly
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Sundaram Low Duration Fund Growth
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Sundaram Low Duration Fund Direct IDCW Daily
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Sundaram Ultra Short Duration Fund Growth
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Sundaram Liquid Direct IDCW Daily
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Sundaram Ultra Short Duration Fund Direct IDCW Weekly
Sundaram Ultra Short Duration Fund Direct IDCW Fortnightly
Sundaram Ultra Short Duration Fund Direct IDCW Daily
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Sundaram Ultra Short Duration Fund  IDCW Quarterly
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Sundaram Short Duration Fund Direct Bonus
Sundaram Short Duration Fund Direct IDCW Yearly
Sundaram Short Duration Fund Direct IDCW Fortnightly
Sundaram Short Duration Fund Direct IDCW Quarterly
Sundaram Short Duration Fund Direct IDCW Weekly
Sundaram Short Duration Fund IDCW Half Yearly
Sundaram Short Duration Fund IDCW Quarterly
Sundaram Short Duration Fund IDCW Weekly
Sundaram Short Duration Fund Direct IDCW Half Yearly
Sundaram Short Duration Fund IDCW Fortnightly
Sundaram Short Duration Fund IDCW Yearly
Sundaram Short Duration Fund Bonus
Sundaram Liquid Direct Bonus
Sundaram Liquid Direct IDCW Fortnightly
Sundaram Liquid IDCW Fortnightly
Sundaram Liquid IDCW Quarterly
Sundaram Liquid Bonus
Sundaram Liquid Direct IDCW Quarterly
Sundaram Low Duration Fund Bonus
Sundaram Low Duration Fund Direct IDCW Fortnightly
Sundaram Low Duration Fund Direct Bonus
Sundaram Low Duration Fund Direct IDCW Quarterly
Sundaram Low Duration Fund IDCW Fortnightly
Sundaram Low Duration Fund IDCW Quarterly
Sundaram Overnight Unclaimed Unclaimed Redemption Upto 3 yrs
Sundaram Overnight Unclaimed Unclaimed Redemption Above 3 yrs
Sundaram Overnight Unclaimed Unclaimed IDCW Above 3 yrs
Sundaram Overnight Unclaimed Unclaimed IDCW Upto 3 yrs
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹43,436.25Cr
Date of Incorporation26 Feb 1996
 Sundaram Fixed Term Plan IJ 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 IJ Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹43,436 Cr and the Latest NAV as of 29 Jun 2021 is ₹12.66.
The Sundaram Fixed Term Plan IJ Direct Growth is rated Low to Moderate risk.
;
Investment ObjectiveThe objective of the Scheme would be to generate income by investing in debt and money market securities, which mature on or before the maturity of the scheme. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
;
Fund benchmarkCRISIL Short-Term Bond Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
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
Compare funds
Sundaram Fixed Term Plan IJ Direct Growth
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	4.5%	8.2%	8.2%
Category average	NA	4.0%	6.4%	NA
Rank with in category	NA	380	39	NA

Name	Sector	Instrument	Assets
Rajasthan State	Others	SDL	22.9%
Reserve Bank of India	Financial	T-Bills	12.8%
Axis Finance Ltd.	Financial	Debenture	11.8%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	9.1%
Ultratech Cement Ltd.	Construction	Debenture	7.9%
Bank Of Baroda	Financial	CD	1.7%
Reserve Bank of India	Financial	T-Bills	1.4%

Rank (total assets)	#17 in India
Total AUM	₹43,436.25Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	CRISIL Short-Term Bond Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹132.35Cr

Sundaram Fixed Term Plan IJ Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (7)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.12%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sandeep AgarwalJun 2018 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sandeep Agarwal
Jun 2018 - Present
View details