• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Fixed Term Plan Series IO (Growth)
Sundaram Mutual Fund

Sundaram Fixed Term Plan Series IO (Growth)

Short TermShort Term

NAV ()

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

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
Launched (6y ago)
Dec 19, 2018
AUM in Crores
ISIN
Lock-in
No Lock-in
Benchmark
CRISIL Medium Term Debt 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

Sandeep Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Fixed Term Plan Series IO (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on

Top Stock Holdings

See all holdings

Comparison with Short Term Funds

Fund NameFund Size
amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR
Sundaram Equity Savings Fund (G)
Sundaram Equity Savings Fund (G)

12.3%

8.7%

22%

20.4%

19.9%

12.8%

18.1%

14.7%

10.9%

7.5%

Sundaram Fixed Term Plan Series IO (G) Review

Sundaram Fixed Term Plan Series IO (G) is a Short Term Short Term fund and has delivered an annualised return of null% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Sandeep Agarwal.

Nav of Sundaram Fixed Term Plan Series IO (G) as of 1/1/1970 is ₹undefined with the total AUM as of 3/28/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Fixed Term Plan Series IO (G) was launched on Dec 19, 2018. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Sundaram Fixed Term Plan Series IO (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.

Frequently Asked Questions

What is Sundaram Fixed Term Plan Series IO (G)?

Sundaram Fixed Term Plan Series IO (G) is a Short Term Short Term scheme predominantly investing across Short Term instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Fixed Term Plan Series IO (G)?

You can invest in Sundaram Fixed Term Plan Series IO (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 IO (G)?

The minimum sip amount for Sundaram Fixed Term Plan Series IO (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Fixed Term Plan Series IO (G) good to invest in?

As per Scripbox experts, Sundaram Fixed Term Plan Series IO (G) is a Not Reviewed Yet fund. You can investSundaram Fixed Term Plan Series IO (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 IO (G)?

The expense ratio of the Sundaram Fixed Term Plan Series IO (G) is 0% for regular plan.