• Home
  • Mutual Funds
  • Sundaram Fixed Term Plan - HS Growth

Sundaram Fixed Term Plan - HS Growth Return

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

Showing Funds Performance since Sep 07, 2020

Sundaram Fixed Term Plan - HS Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹106 Cr

Lock In Period

N/A

Expense Ratio

N/A

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Summary

Sundaram Fixed Term Plan - HS Growth NAV is ₹0 as of 31 May, 2026. Sundaram Fixed Term Plan - HS Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Sundaram Fixed Term Plan - HS Growth is ₹0. The AUM of Sundaram Fixed Term Plan - HS Growth is ₹106 Cr. The expense ratio of the fund is N/A%, and its benchmark is Crisil Short-Term Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, Sundaram Fixed Term Plan - HS Growth has delivered 0.00% returns.

Sundaram Fixed Term Plan - HS Growth 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(%)
1M0.00-1.314.54
6M0.000.6912.55
1Y0.002.9216.20
3Y0.008.5836.71

Portfolio Analysis

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

1. 7.86% Rajasthan State Development Loan 23/06/201936.64%
2. Bajaj Finance Ltd - 19/08/201911.68%
3. HDB Financial Services Ltd - 8.4% - 29/07/20194.95%
4. Cash & Other Net Current Assets3.47%
5. CBLO0.50%

1. LIC Housing Finance Ltd - 9.3532% - 19/08/201911.28%
2. Housing Development Finance Corporation Ltd - 8.26% - 12/08/20199.90%
3. REC Ltd - 9.02% - 18/06/20197.99%
4. Power Finance Corporation Ltd - 8.6% - 07/08/20194.98%
5. National Bank for Agricultural & Rural Development - 7.85% - 31/05/20193.57%

1. Power Grid Corporation of India Ltd - 9.3% - 28/06/20192.63%

1. IOT Utkal Energy Services Ltd - 9.843% - 20/06/20192.42%

About Fund Sundaram Fixed Term Plan - HS Growth

Sundaram Fixed Term Plan - HS Growth managed by Sundaram Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹106 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.

Fund Managers

Sandeep Agarwal

Mr. Sandeep is a Commerce graduate, ACA and ACS. He has been associated with Sundaram Asset Management Company Ltd since 2010 and is currently the fund manager for fixed income schemes.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Fixed Term Plan - Series UR Growth0104.95 CR0.15
Aditya Birla Sun Life Fixed Term Plan - Series QK Growth0126.75 CR0.35
Fund Name1Y3Y
This FundAditya Birla Sun Life Fixed Term Plan - Series UR Growth00
This FundAditya Birla Sun Life Fixed Term Plan - Series QK Growth3.47020

Sundaram Fixed Term Plan - HS Growth FAQs

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

Sundaram Fixed Term Plan - HS 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 - HS 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 - HS 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 - HS Growth is ₹106 crore. It changes based on market performance, inflows, and outflows.

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