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Fund Details
Sundaram Fixed Term Plan IK Direct Growth
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.08% |
| NAV | ₹12.60 (11 Jun 2021) |
|---|---|
| Fund Started | 17 Jul 2018 |
| Fund Size | ₹102 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
5.0%
-
-
9.1%
Category Average
7.8%
7.4%
8.3%
-
Rank Within Category
389
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Would have become
₹0
with 5.0% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Gujarat State | Others | SDL | 24.0% |
| Sundaram Finance Ltd. | Financial | Debenture | 12.0% |
| Kotak Mahindra Prime Ltd. | Financial | DDB | 11.8% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 10.7% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 9.5% |
| Ultratech Cement Ltd. | Construction | Debenture | 9.5% |
| Power Grid Corporation of India Ltd. | Energy | Bonds | 9.4% |
| Power Grid Corporation of India Ltd. | Energy | Debenture | 1.7% |
| Indian Railway Finance Corpn. Ltd. | Financial | Bonds | 1.6% |
| Reserve Bank of India | Financial | T-Bills | 1.1% |
See All
Fund Managers
Sandeep Agarwal
Sundaram Fixed Term Plan IK Direct Growth Details
Sundaram Fixed Term Plan IK Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 17 Jul 2018. Sandeep Agarwal is the Current Fund Manager of Sundaram Fixed Term Plan IK Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹102 Cr and the Latest NAV as of 11 Jun 2021 is ₹12.60.
The Sundaram Fixed Term Plan IK Direct Growth is rated Low to 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
Standard Chartered Bank
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