Sundaram Fixed Term Plan Series IM Direct Growth
DebtFixed Maturity Ultrashort BondModerate Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF903JA1GF9
Minimum SIP
-
Exit Load
No Charges
Inception Date
05 Oct 2018
About this fund
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Sandeep Agarwal
Since October 2018
Additional Scheme Details
ISIN INF903JA1GF9 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 6 years 2 months | Lumpsum Minimum ₹5,000 | Fund Status Unlisted Closed End Investment Company | Benchmark CRISIL Composite Bond TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
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|---|---|---|---|---|
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| Aditya Birla Sun Life Fixed Term Plan Series TT (153 days) Direct Growth Low to Moderate Risk | - | 0.0% | - | - |
| Kotak FMP Series 311 - 113 Days Direct Growth Moderate Risk | - | 0.0% | - | - |
| Kotak FMP Series 311 - 113 Days Regular Growth Moderate Risk | - | 0.0% | - | - |
| Nippon India Interval Fund Monthly Series I Direct Growth Low Risk | - | 0.0% | ₹3.23 Cr | 5.8% |
| SBI Fixed Maturity Plan Series (FMP) - 77 (366 Days) Regular Growth Moderate Risk | - | 0.0% | - | 7.6% |
| SBI Fixed Maturity Plan Series (FMP) - 77 (366 Days) Direct Growth Moderate Risk | - | 0.0% | - | 7.7% |
| Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk | - | 0.0% | - | - |
| Sundaram Fixed Term Plan Series IM Regular Growth Moderate Risk | - | 0.0% | - | - |
| SBI Fixed Maturity Plan (FMP) - Series 71 (364 Days) Direct Growth Moderate Risk | - | - | - | 7.5% |
About the AMC
Sundaram Mutual Fund
Total AUM
₹67,943 Cr
Address
Sundaram Towers, Chennai, 600 014
Other Funds by Sundaram Mutual Fund
Risk Level
Your principal amount will be at Moderate Risk
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Who manages the Sundaram Fixed Term Plan Series IM Direct Growth?
- Sandeep Agarwal
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