• Home
  • Mutual Funds
  • Sundaram Fixed Term Plan - HA Growth
  • Sundaram-fixed-term-plan-ha-growth-140513357-2066

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹152 Cr

Lock In Period

N/A

Expense Ratio

N/A

Benchmark

Crisil Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for Sundaram Fixed Term Plan - HA Growth include a ₹ NAV as of Mar 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Sundaram Fixed Term Plan - HA Growth AUM is ₹152 Cr, with a lock-in of N/A years, expense ratio of N/A%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.66% and a category best of 4.54%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.664.54
6M0.000.3012.55
1Y0.002.6116.20
3Y0.008.4436.71

Portfolio Analysis

  • Equity:
  • Debt: 99.98%
  • Others
As on: 2018-10-31
View allocation % by

1. National Bank for Agricultural & Rural Development - 7.9% - 27/11/201815.92%
2. REC Ltd - 9.38% - 06/11/201815.26%
3. Power Finance Corporation Ltd - 11.25% - 28/11/201814.76%
4. Housing Development Finance Corporation Ltd - 8.35% - 30/11/20189.95%
5. Export Import Bank of India - 9.7% - 21/11/20183.32%
6. Export Import Bank of India - 9.6% - 02/12/20183.32%

1. ICICI Home Finance Company Ltd - 07/12/201816.29%
2. HDB Financial Services Ltd - 7.58% - 22/11/20186.63%
3. Cash & Other Net Current Assets6.01%
4. CBLO3.56%
5. IndusInd Bank Ltd - 15/11/20183.31%
6. Vijaya Bank - 26/11/20181.65%

About Fund

Sundaram Fixed Term Plan - HA Growth managed by Sundaram Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹152 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of . Under the expert guidance of Sandeep Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundNippon India Fixed Horizon Fund XXXV - Series 12 Growth0207.59 CR0.14
Fund Name1Y3Y
This FundNippon India Fixed Horizon Fund XXXV - Series 12 Growth5.460425.5694

FAQs

Sundaram Fixed Term Plan - HA Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Fixed Term Plan - HA Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Fixed Term Plan - HA Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Fixed Term Plan - HA Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram Fixed Term Plan - HA Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Fixed Term Plan - HA Growth is ₹152 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Fixed Term Plan - HA Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500