Sundaram Fixed Term Plan - IK Growth Return

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

Showing Funds Performance since Sep 07, 2020

Sundaram Fixed Term Plan - IK Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹102 Cr

Lock In Period

N/A

Expense Ratio

0.13

Exit Load

Nil

Benchmark

CRISIL Short-Term Bond Fund Index

Sundaram Fixed Term Plan - IK 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(%)
1M0.26-1.704.54
6M1.750.2612.55
1Y4.002.5216.20
3Y0.008.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-06-30
View allocation % by
No Data Found
No Data Found

About Fund Sundaram Fixed Term Plan - IK Growth

Sundaram Fixed Term Plan - IK Growth managed by Sundaram Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹102 Crore. The fund benchmarks its performance against the CRISIL Short-Term Bond Fund Index while maintaining an expense ratio of 0.13. 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
Sundaram Fixed Term Plan - IK Growth0102 CR0.13
Fund Name1Y3Y
This FundSundaram Fixed Term Plan - IK Growth4.00010

Sundaram Fixed Term Plan - IK Growth FAQs

Sundaram Fixed Term Plan - IK 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 - IK Growth is 0.13. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Fixed Term Plan - IK Growth’s fund performance is as follows:
  • 1 Month : 0.26%
  • 6 Months : 1.75%
  • 1 Year : 4.00%
  • 3 Years : 0.00%
Returns of Sundaram Fixed Term Plan - IK Growth are updated daily based on NAV of ₹ 12.6098 as on Jul 14,2021. Since inception, the return has been 0.00%.

You can invest in Sundaram Fixed Term Plan - IK 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 - IK Growth is ₹102 crore. It changes based on market performance, inflows, and outflows.

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