- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Fixed Term Plan Series IK (Growth)
Sundaram Fixed Term Plan Series IK (Growth)
₹ 12.6098
NAV (Jul 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.6098
NAV (Jul 14)
Fund Returns
Last 1Y | 4% |
Last 3Y | 8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8% |
6 Month CAGR | 1.8% |
Scheme Information
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 | 0.13 |
Launched (6y ago) | Jul 12, 2018 |
AUM in Crores | 102.042 |
ISIN | INF903JA1EH0 |
Lock-in | No Lock-in |
Benchmark | CRISIL Composite Bond Fund TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Fixed Term Plan Series IK (Growth) | 8,89,549 | 1,56,937 | 8% | |
| 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.
Asset allocation and Holdings
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 8.7% | ||
23% | 20.6% | ||
5.1% | 4.8% | ||
21.8% | 12.9% | ||
20.4% | % |
Sundaram Fixed Term Plan Series IK (G) Review
Sundaram Fixed Term Plan Series IK (G) is a Fixed Maturity Plan Debt fund and has delivered an annualised return of 8% over a period of 5 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 IK (G) as of 7/14/2021 is ₹12.61 with the total AUM as of 4/16/2024 is ₹102.042. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Fixed Term Plan Series IK (G) was launched on Jul 12, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Fixed Term Plan Series IK (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 IK (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 IK (G) is rated as a 0 fund in Debt and delivered 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 IK (G).
Frequently Asked Questions
What is Sundaram Fixed Term Plan Series IK (G)?
How to invest in Sundaram Fixed Term Plan Series IK (G)?
You can invest in Sundaram Fixed Term Plan Series IK (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 IK (G)?
The minimum sip amount for Sundaram Fixed Term Plan Series IK (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Fixed Term Plan Series IK (G) good to invest in?
As per Scripbox experts, Sundaram Fixed Term Plan Series IK (G) is a Not Reviewed Yet fund. You can investSundaram Fixed Term Plan Series IK (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 IK (G)?
The expense ratio of the Sundaram Fixed Term Plan Series IK (G) is 0.13% for regular plan.