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Sundaram Fixed Term Plan - IE Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Fixed Term Plan - IE Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹95 Cr

Lock In Period

N/A

Expense Ratio

0.5

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Summary

Sundaram Fixed Term Plan - IE Growth NAV is ₹12.7389 as of 2 Jun, 2026. Sundaram Fixed Term Plan - IE Growth has delivered 25.53% returns since its launch. The minimum SIP investment amount in Sundaram Fixed Term Plan - IE Growth is ₹0. The AUM of Sundaram Fixed Term Plan - IE Growth is ₹95 Cr. The expense ratio of the fund is 0.5%, and its benchmark is Crisil Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, Sundaram Fixed Term Plan - IE Growth has delivered 0.23% returns.

Sundaram Fixed Term Plan - IE Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.23-1.684.54
6M2.920.2712.55
1Y7.422.5316.20
3Y7.878.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-05-31
View allocation % by

1. TREPS76.80%
2. Reverse Repo21.57%
3. Cash and Other Net Current Assets1.62%
4. 0.00%
5. ReverseRepo / TREPS0.00%

About Fund Sundaram Fixed Term Plan - IE Growth

Sundaram Fixed Term Plan - IE Growth managed by Sundaram Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹95 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.5. 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
UTI Fixed Term Income Fund Series XXVIII - Plan XIV Growth098.84 CR0.15
Sundaram Fixed Term Plan - IE Growth094.9 CR0.5
Fund Name1Y3Y
This FundUTI Fixed Term Income Fund Series XXVIII - Plan XIV Growth5.460325.5264
This FundSundaram Fixed Term Plan - IE Growth7.422425.5311

Sundaram Fixed Term Plan - IE Growth FAQs

Sundaram Fixed Term Plan - IE 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 - IE Growth is 0.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Fixed Term Plan - IE Growth’s fund performance is as follows:
  • 1 Month : 0.23%
  • 6 Months : 2.92%
  • 1 Year : 7.42%
  • 3 Years : 7.87%
Returns of Sundaram Fixed Term Plan - IE Growth are updated daily based on NAV of ₹ 12.7389 as on May 31,2021. Since inception, the return has been 25.53%.

You can invest in Sundaram Fixed Term Plan - IE 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 - IE Growth is ₹95 crore. It changes based on market performance, inflows, and outflows.

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