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  • Sundaram-fixed-term-plan-hi-growth-140513617-2066

Return

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  • 1Y
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  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹56 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 - HI Growth include a ₹ NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Sundaram Fixed Term Plan - HI Growth AUM is ₹56 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 -2.15% and a category best of 4.54%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-2.154.54
6M0.000.2612.55
1Y0.003.8616.20
3Y0.0011.0436.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2018-10-31
View allocation % by

1. LIC Housing Finance Ltd - 09/04/201911.40%
2. Power Finance Corporation Ltd - 9.69% - 02/03/201911.12%
3. REC Ltd - 9.63% - 05/02/201911.11%
4. Indian Railway Finance Corporation Ltd - 8.33% - 26/03/201910.18%
5. National Bank for Agricultural & Rural Development - 7.98% - 13/03/20199.42%
6. Small Industrial Development Bank of India - 8.06% - 28/03/20199.23%
7. Small Industrial Development Bank of India - 8.04% - 15/03/20191.66%
8. Indian Railway Finance Corporation Ltd - 8.55% - 15/01/20190.92%
9. National Bank for Agricultural & Rural Development - 01/01/20190.42%

1. Axis Finance Ltd - 06/05/201911.53%
2. Bajaj Finance Ltd - 06/05/201911.52%
3. Cash & Other Net Current Assets2.97%
4. IndusInd Bank Ltd - 19/03/20192.69%
5. CBLO0.83%
6. Bajaj Finance Ltd - 10% - 25/04/20190.37%

1. Power Grid Corporation of India Ltd - 8.9% - 25/02/20194.62%

About Fund

Sundaram Fixed Term Plan - HI Growth managed by Sundaram Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹56 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

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FAQs

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

Sundaram Fixed Term Plan - HI 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 - HI 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 - HI 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 - HI Growth is ₹56 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Fixed Term Plan - HI 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