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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹136 Cr
Lock In Period
N/A
Expense Ratio
0.19
Benchmark
Crisil Composite Bond Fund Index
Exit Load
Nil
Summary
Latest details for Sundaram Fixed Term Plan - IC Growth include a ₹12.6543 NAV as of Apr 29,2021 and returns since inception of 25.49%. Minimum investments start at SIP ₹0. The Sundaram Fixed Term Plan - IC Growth AUM is ₹136 Cr, with a lock-in of N/A years, expense ratio of 0.19%, 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 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|
Portfolio Analysis
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- Debt:
- Others
As on: 2021-04-15
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About Fund
Sundaram Fixed Term Plan - IC Growth managed by Sundaram Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹136 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.19. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundFranklin India FMP Series 4 - Plan A Growth | 0 | 126.36 CR | 0.09 |
| This FundICICI Prudential FMP S 83 - 1100 Days Plan O Growth | 0 | 231.23 CR | 0.31 |
| This FundSundaram Fixed Term Plan - IC Growth | 0 | 136.35 CR | 0.19 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India FMP Series 4 - Plan A Growth | 4.6576 | 25.473 |
| This FundICICI Prudential FMP S 83 - 1100 Days Plan O Growth | 3.9422 | 25.4824 |
| This FundSundaram Fixed Term Plan - IC Growth | 5.5845 | 25.4852 |
FAQs
Sundaram Fixed Term Plan - IC 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 - IC Growth is 0.19. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Fixed Term Plan - IC Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Fixed Term Plan - IC 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 - IC Growth is ₹136 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Fixed Term Plan - IC 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