Sundaram Fixed Term Plan - IS - Growth - Direct Plan

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  • Net Change on 14-10-2019

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Fund Overview Growth | Direct 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 (₹)

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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 Medium Term Debt 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-September-2019

  • Bajaj Finance Ltd - 05/04/2022**

  • Power Finance Corporation Ltd - 8.18% - 19/03/2022**

  • REC Ltd - 8.45% - 22/03/2022**

  • Reliance Industries Ltd - 8.3% - 08/03/2022**

  • Housing and Urban Development Corp. Ltd - 8.4% - 11/04/2022**

  • Tata Capital Financial Services Ltd - 8.71% - 25/03/2022**

  • Bajaj Housing Finance Ltd - 05/04/2022**

  • National Bank for Agricultural & Rural Development - 8.6% - 31/01/2022**

  • Housing Development Finance Corporation Ltd - 8.58% - 18/03/2022**

  • Small Industrial Development Bank of India - 8.81% - 25/01/2022**

  • Cash and Other Net Current Assets^

  • TREPS

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About Sundaram Fixed Term Plan - IS

Scheme Analysis

Sundaram Fixed Term Plan - IS is a Fixed Maturity Plans fund and belongs to Sundaram Mutual Fund. It was launched on 19-Mar-2019 and currently has an AUM of ₹69.49 crore. Sundaram Fixed Term Plan - IS is benchmarked against CRISIL Medium Term Debt Index as primary index.

The NAV of Sundaram Fixed Term Plan - IS ended up ₹0.01(0.11%)yesterday to ₹10.63.

Among its top 3 holdings the fund has exposure to Bajaj Finance Ltd - 05/04/2022**, Power Finance Corporation Ltd - 8.18% - 19/03/2022** and REC Ltd - 8.45% - 22/03/2022**

The Sundaram Fixed Term Plan - IS 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

Fund Manager

  • CARE AAA

  • Cash

  • CRISIL AAA

  • ICRA AAA

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