Sundaram Flexible Fund - Short Term Plan - Direct Plan

Scheme Type
Open-ended
Scheme Category
Short Term
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 1193.58
Expense Ratio
0.23%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 33103
Min Subscription
₹ 100000
Min Addition Subscription
₹ 100000
Performance
Comparison
Portfolio
Details
Analysis
28.0999
(0.01 %)
NAV as on 2018-11-16
Returns
Fund
Sundaram Flexible Fund - Short Term Plan - Direct Plan
1 Year
4.27%
3 Year
6.53%
5 Year
7.54%
AMC Details
amc launch date
Launch Date
26 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
ravis@sundarammutual.com
amc phone
Phone
044 - 28583362
amc address
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600014
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to generate reasonable returns by creating a portfolio comprising substantially of fixed rate debt instruments, short term bonds and money market instruments. Its portfolio will be skewed towards short-term maturities.
Suitability
This product is suitable for investors who are seeking
• Short term income
• reasonable returns from a portfolio comprising substantially of fixed income and money market instruments by keeping the interest rate risk of the fund low
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,075
Portfolio Value
75
Total Returns