₹ 12.6543
NAV (Apr 29)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.6543
NAV (Apr 29)
Last 1Y | 5.6% |
Last 3Y | 7.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.4% |
6 Month CAGR | 1.7% |
The objective of the Scheme would be to generate income by investing in debt and money market securities,which mature on or before the maturity of the scheme. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Expense Ratio | 0.19 |
Launched (6y ago) | Jan 09, 2018 |
AUM in Crores | 136.181 |
ISIN | INF903JA1BV7 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.3 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Fixed Term Plan Series IC (Growth) | 8,87,328 | 1,54,716 | 7.9% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.6% | 8.7% | ||
22.6% | 20.4% | ||
5.1% | 4.8% | ||
21.3% | 12.8% | ||
19.7% | % |
Sundaram Fixed Term Plan Series IC (G) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 7.4% over a period of 6 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
Nav of Sundaram Fixed Term Plan Series IC (G) as of 4/29/2021 is ₹12.65 with the total AUM as of 4/19/2024 is ₹136.181. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Fixed Term Plan Series IC (G) was launched on Jan 09, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Fixed Term Plan Series IC (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Fixed Term Plan Series IC (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Composite Bond Fund TR INR.
Sundaram Fixed Term Plan Series IC (G) is rated as a 0 fund in Debt and delivered 5.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Fixed Term Plan Series IC (G).
What is Sundaram Fixed Term Plan Series IC (G)?
How to invest in Sundaram Fixed Term Plan Series IC (G)?
You can invest in Sundaram Fixed Term Plan Series IC (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Fixed Term Plan Series IC (G)?
The minimum sip amount for Sundaram Fixed Term Plan Series IC (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Fixed Term Plan Series IC (G) good to invest in?
As per Scripbox experts, Sundaram Fixed Term Plan Series IC (G) is a Not Reviewed Yet fund. You can investSundaram Fixed Term Plan Series IC (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Fixed Term Plan Series IC (G)?
The expense ratio of the Sundaram Fixed Term Plan Series IC (G) is 0.19% for regular plan.