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Sundaram Fixed Term Plan - IS Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Fixed Term Plan - IS Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹82 Cr

Lock In Period

N/A

Expense Ratio

0.24

Exit Load

Nil

Benchmark

CRISIL Medium Term Debt Index

Summary

Sundaram Fixed Term Plan - IS Growth NAV is ₹12.5281 as of 2 Jun, 2026. Sundaram Fixed Term Plan - IS Growth has delivered 24.44% returns since its launch. The minimum SIP investment amount in Sundaram Fixed Term Plan - IS Growth is ₹0. The AUM of Sundaram Fixed Term Plan - IS Growth is ₹82 Cr. The expense ratio of the fund is 0.24%, and its benchmark is CRISIL Medium Term Debt Index. The current exit load of the fund is Nil. In the last 1M months, Sundaram Fixed Term Plan - IS Growth has delivered 0.30% returns.

Sundaram Fixed Term Plan - IS Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.30-1.684.54
6M1.810.2712.55
1Y3.992.5316.20
3Y7.568.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2022-03-15
View allocation % by

1. 91 Days T Bill 07/04/202216.98%
2. Bajaj Finance Ltd - 05/04/202211.72%
3. Housing and Urban Development Corp. Ltd - 8.4% - 11/04/20229.75%
4. REC Ltd - 8.45% - 22/03/20229.48%
5. Tata Capital Financial Services Ltd - 8.71% - 25/03/20229.12%
6. Bajaj Housing Finance Ltd - 05/04/20228.27%
7. TREPS7.33%
8. Reverse Repo6.35%
9. Cash and Other Net Current Assets2.76%
10. 364 Days T Bill 240320222.43%

1. Power Finance Corporation Ltd - 8.18% - 19/03/20229.72%
2. Housing Development Finance Corporation Ltd - 8.58% - 18/03/20226.08%

About Fund Sundaram Fixed Term Plan - IS Growth

Sundaram Fixed Term Plan - IS Growth managed by Sundaram Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹82 Crore. The fund benchmarks its performance against the CRISIL Medium Term Debt Index while maintaining an expense ratio of 0.24. 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 SN Growth062.96 CR0.25
Sundaram Fixed Term Plan - IS Growth082.43 CR0.24
Fund Name1Y3Y
This FundAditya Birla Sun Life Fixed Term Plan - Series SN Growth3.782124.4323
This FundSundaram Fixed Term Plan - IS Growth3.989224.4386

Sundaram Fixed Term Plan - IS Growth FAQs

Sundaram Fixed Term Plan - IS 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 - IS Growth is 0.24. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Fixed Term Plan - IS Growth’s fund performance is as follows:
  • 1 Month : 0.30%
  • 6 Months : 1.81%
  • 1 Year : 3.99%
  • 3 Years : 7.56%
Returns of Sundaram Fixed Term Plan - IS Growth are updated daily based on NAV of ₹ 12.5281 as on Apr 12,2022. Since inception, the return has been 24.44%.

You can invest in Sundaram Fixed Term Plan - IS 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 - IS Growth is ₹82 crore. It changes based on market performance, inflows, and outflows.

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