| 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% |
