₹ 12.7389
NAV (May 31)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 12.7389
NAV (May 31)
Last 1Y | 7.4% |
Last 3Y | 7.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.6% |
6 Month CAGR | 2.9% |
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 | 0.5 |
Launched (6y ago) | Feb 15, 2018 |
AUM in Crores | 94.669 |
ISIN | INF903JA1CD3 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.5 |
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 IE (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% | ||
22.7% | 20.6% | ||
5.1% | 4.8% | ||
21.6% | 12.9% | ||
19.9% | % |
Sundaram Fixed Term Plan Series IE (G) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 7.6% 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 IE (G) as of 5/31/2021 is ₹12.74 with the total AUM as of 4/17/2024 is ₹94.669. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Fixed Term Plan Series IE (G) was launched on Feb 15, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Fixed Term Plan Series IE (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 IE (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 IE (G) is rated as a 0 fund in Debt and delivered 7.4% 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 IE (G).
What is Sundaram Fixed Term Plan Series IE (G)?
How to invest in Sundaram Fixed Term Plan Series IE (G)?
You can invest in Sundaram Fixed Term Plan Series IE (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 IE (G)?
The minimum sip amount for Sundaram Fixed Term Plan Series IE (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Fixed Term Plan Series IE (G) good to invest in?
As per Scripbox experts, Sundaram Fixed Term Plan Series IE (G) is a Not Reviewed Yet fund. You can investSundaram Fixed Term Plan Series IE (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 IE (G)?
The expense ratio of the Sundaram Fixed Term Plan Series IE (G) is 0.5% for regular plan.