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  • Sundaram-fixed-term-plan-hm-growth-140513886-2066

Return

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  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹53 Cr

Lock In Period

N/A

Expense Ratio

N/A

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for Sundaram Fixed Term Plan - HM 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 - HM Growth AUM is ₹53 Cr, with a lock-in of N/A years, expense ratio of N/A%, and benchmark Crisil Short-Term 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%.

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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: 100.01%
  • Others
As on: 2018-10-31
View allocation % by

1. 7.86% Rajasthan State Development Loan 23/06/201933.30%
2. Bajaj Finance Ltd - 02/07/201911.91%
3. HDB Financial Services Ltd - 8.54% - 12/06/20199.84%
4. Cash & Other Net Current Assets3.02%
5. Kotak Mahindra Prime Ltd - 7.7612% - 29/05/20191.76%
6. CBLO0.75%

1. REC Ltd - 9.02% - 18/06/201911.48%
2. National Bank for Agricultural & Rural Development - 7.85% - 31/05/201911.41%
3. LIC Housing Finance Ltd - 8.69% - 17/05/20199.87%
4. Housing Development Finance Corporation Ltd - 7.55% - 05/06/20191.96%

1. Power Grid Corporation of India Ltd - 9.3% - 28/06/20194.71%

About Fund

Sundaram Fixed Term Plan - HM Growth managed by Sundaram Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹53 Crore. The fund benchmarks its performance against the Crisil Short-Term 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 - HM 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 - HM Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Fixed Term Plan - HM 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 - HM 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 - HM 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 - HM Growth is ₹53 crore. It changes based on market performance, inflows, and outflows.

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