Sundaram Fixed Term Plan - IK - Growth - Regular Plan

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  • Net Change on 14-07-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

Fund Objective

The 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Crisil Short Term Bond Fund Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 30-June-2021

  • 91 Days - T Bill - 08072021

  • Reverse Repo

  • TREPS

  • Kotak Mahindra Prime Ltd - 06/07/2021**

  • Bajaj Housing Finance Ltd - 8.6041% - 06/07/2021**

  • Power Grid Corporation of India Ltd - 8.64% - 08/07/2021**

  • Cash and Other Net Current Assets^

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  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL AAA

  • Sov

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About Sundaram Fixed Term Plan - IK

Scheme Analysis

Sundaram Fixed Term Plan - IK is a Fixed Maturity Plans fund and belongs to Sundaram Mutual Fund. It was launched on 12-Jul-2018 and currently has an AUM of ₹102.04 crore. Sundaram Fixed Term Plan - IK is benchmarked against Crisil Short Term Bond Fund Index as primary index.

The NAV of Sundaram Fixed Term Plan - IK ended up ₹0(0.01%)yesterday to ₹12.6098.

Among its top 3 holdings the fund has exposure to 91 Days - T Bill - 08072021, and

The Sundaram Fixed Term Plan - IK is managed by Sandeep Agarwal .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156