Fund Type | Open Ended |
Investment Plan | Dividend |
Launch Date | 12/30/2004 |
Benchmark | CRISIL Composite Fund |
Asset Size(Cr) | 372.02 (As on Jan 31, 2019) |
Fund Manager | Dwijendra Srivastava (7.9), Sandeep Agarwal (6.0) |
Notes | Sundaram Floating Rate - Long Term Plan renamed as Sundaram Flexible Fund Flexible Income Plan, with effect from March 20, 2009. |
Min Investment | 5000 |
Min SIP Investment | 500 |
Min Addl Investment | 1000 |
Last Dividend | N.A. |
Bonus | N.A. |
Entry Load | . |
Exit Load | - |
Period | Returns(%) |
3 Month | 2.99 |
6 Month | 4.36 |
1 Year | 6.27 |
3 Year | 7.62 |
5 Year | 9.08 |
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
Fund Name | Ratings | 1 Yr Rtn. | 3 Yr Rtn. | 5 Yr Rtn. |
Kotak Bond Fund (G) | 11.48% | 10.74% | 10.14% | |
ICICI Prudential Long Term Bond Fund (G) | 7.52% | 9.07% | 9.44% | |
SBI Debt Fund Series C - 10 (1150 Days) (G) | 6.56% | % | % | |
Reliance Nivesh Lakshya Fund (G) | % | % | % |
Period | Returns (%) |
3 Month | 2.99 |
6 Month | 4.36 |
1 Year | 6.27 |
3 Year | 7.62 |
5 Year | 9.08 |
No. of Investment | Amount Invested | Investment Value As on date | Units Purchased | CAGR |
No. of Investment |
Amount Invested |
Investment Value As on date |
Units Purchased | CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
Total Amount Invested | Investment Value As on Date | Total Units Purchased | Abs. Return |
Total Amount Invested |
Investment Value As on Date |
Total Units Purchased | Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
Assets | Allocation (%) |
Equity | |
Debt | |
Cash |
Sector | Value(In Cr) | Allocation (%) |
Holdings | Instrument | Industry | Rating | Market Value | % to NAV |
Grand Total | 0 | 0% |
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