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

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

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

The Sundaram Fixed Term Plan IK Direct Growth has been there from 12 Jul 2018 and the average annual returns provided by this fund is 4.05% since its inception.

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

The term Expense Ratio used for Sundaram Fixed Term Plan IK 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 IK Direct Growth is 0.08% as of 22 Mar 2023...

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

The AUM, short for Assets Under Management of Sundaram Fixed Term Plan IK Direct Growth is ₹102.04Cr as of 22 Mar 2023.

How to Redeem Sundaram Fixed Term Plan IK Direct Growth?

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

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

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

The NAV of Sundaram Fixed Term Plan IK Direct Growth is ₹12.64 as of 14 Jul 2021.

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

The PE ratio ratio of Sundaram Fixed Term Plan IK 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 IK Direct Growth - NAV, Mutual Fund Performance & Portfolio

Sundaram Fixed Term Plan IK Direct Growth
Debt
FMP
Low to Moderate Risk
1M
6M
1Y
All
 NAV: 14 Jul 2021₹12.64
Min. SIP amountNot Supported
RatingNA
Fund size₹102.04Cr
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
Absolute returns
3M6M1YAll
Fund returns0.9%1.8%4.1%26.4%
Category averageNANA4.0%NA
Rank with in category376368370NA
Understand terms
Holdings (4)NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills29.4%
Kotak Mahindra Prime Ltd.
FinancialDDB11.8%
Bajaj Housing Finance Ltd.
FinancialNCD9.4%
Power Grid Corporation of India Ltd.
EnergyBonds9.3%
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
0.08%
30 Sep 2020 - 31 Mar 2021
0.08%
31 Mar 2020 - 30 Sep 2020
0.06%
30 Sep 2019 - 31 Mar 2020
0.05%
31 Mar 2019 - 30 Sep 2019
0.05%
30 Sep 2018 - 31 Mar 2019
0.05%
Expense ratio, exit load and taxExpense ratio: 0.08%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
Jul 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
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Sundaram Medium Term Bond Fund Regular Bonus
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Sundaram Medium Term Bond Fund Regular IDCW Yearly
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Banking & PSU Debt Fund Retail IDCW Monthly
Sundaram Banking & PSU Debt Fund Retail Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Daily
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Sundaram Banking & PSU Debt 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 Banking & PSU Debt Fund Regular IDCW Monthly
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 Banking & PSU Debt Fund Regular Bonus
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 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
Sundaram Banking & PSU Debt Fund Direct Bonus
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 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
Sundaram Overnight Fund Direct IDCW Fortnightly
Sundaram Overnight Fund Regular IDCW Fortnightly
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Regular IDCW Monthly
Sundaram Overnight Fund Direct IDCW Monthly
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 Low Duration Fund Growth
Sundaram Low Duration Fund IDCW Monthly
Sundaram Low Duration Fund IDCW Daily
Sundaram Low Duration Fund Direct IDCW Daily
Sundaram Low Duration Fund Direct IDCW Monthly
Sundaram Low Duration 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
Sundaram Liquid IDCW Daily
Sundaram Liquid IDCW Weekly
Sundaram Liquid IDCW Monthly
Sundaram Liquid Growth
Sundaram Liquid Direct IDCW Monthly
Sundaram Liquid Direct IDCW Daily
Sundaram Liquid Direct Growth
Sundaram Liquid Direct IDCW Weekly
Sundaram Ultra Short Duration Fund Direct IDCW Weekly
Sundaram Ultra Short Duration Fund Direct IDCW Fortnightly
Sundaram Ultra Short Duration Fund Direct IDCW Daily
Sundaram Ultra Short Duration Fund IDCW Fortnightly
Sundaram Ultra Short Duration Fund IDCW Quarterly
Sundaram Ultra Short Duration Fund Direct IDCW Quarterly
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 IK 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 IK Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹43,436 Cr and the Latest NAV as of 14 Jul 2021 is ₹12.64.
The Sundaram Fixed Term Plan IK Direct Growth is rated Low to Moderate risk.
;
Investment ObjectiveThe 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 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 IK Direct Growth
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	0.9%	1.8%	4.1%	26.4%
Category average	NA	NA	4.0%	NA
Rank with in category	376	368	370	NA

Name	Sector	Instrument	Assets
Reserve Bank of India	Financial	T-Bills	29.4%
Kotak Mahindra Prime Ltd.	Financial	DDB	11.8%
Bajaj Housing Finance Ltd.	Financial	NCD	9.4%
Power Grid Corporation of India Ltd.	Energy	Bonds	9.3%

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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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹102.04Cr

Sundaram Fixed Term Plan IK Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (4)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.08%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sandeep AgarwalJul 2018 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sandeep Agarwal
Jul 2018 - Present
View details