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GFS — Gayatri Financial Synergy
Sundaram Mutual Fund

Sundaram Fixed Term Plan EU

IncomeOtherDirect · Growth
Latest NAV
₹12.82
as of 6 Feb 2017
Performance

Historical returns (direct plan)

Annualised CAGR computed from daily NAV, as of the latest published value. Past performance is not indicative of future results.

27 Jan 2014 · ₹10,0007 Feb 2017 · ₹12,806
Illustrative growth of ₹10,000 invested at the start of available NAV history (27 Jan 2014) through 7 Feb 2017, direct plan. Based on past NAV; not a projection. Past performance is not indicative of future results.
Trailing annualised returns for Sundaram Fixed Term Plan EU (direct plan), CAGR from daily NAV, as of 6 Feb 2017.
PeriodReturn (CAGR)
1 year+7.8%
3 years+8.5%
5 years
Category fact

Among 922 Income funds we track with a 3-year record, Sundaram Fixed Term Plan EU's 3-year return ranks #289 — in the top 31% of that peer set. This is a factual ranking from historical NAV, not a rating or a recommendation.

Calendar-year returns (direct plan), computed from year-end NAV. Past performance is not indicative of future results.
YearReturn
2017(YTD)+0.6%
2016+7.8%
2015+8.4%
Read it right

How to use these numbers

  • Compare returns within the same category (Income) — comparing a income fund to a different mandate isn't like-for-like.
  • Weight the longest period you can. One strong year can flatter a fund; three- and five-year figures show more.
  • The growth curve and calendar-year rows are the same NAV history, read two ways — a smooth trailing view and the year-by-year swings behind it.
  • These are facts, not a recommendation. Nothing here says buy, hold or sell Sundaram Fixed Term Plan EU.
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A NISM-certified planner in Faridabad / Delhi NCR can put a fund like this in the context of your goals and risk profile — free.

Frequently asked questions

The latest published NAV of Sundaram Fixed Term Plan EU (direct plan) is ₹12.82 as of 6 Feb 2017. NAV is the net asset value per unit — the price at which one unit of the fund is valued. It changes each business day with the fund's underlying holdings.

Reviewed by Rajnish Bangia · NISM-certified Mutual Fund Distributor · ARN-315144 · Updated 6 Feb 2017

Returns are direct-plan CAGR and calendar-year figures computed from daily NAV (source: mfapi), as of the fund's latest NAV date, and are for information only. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-315144), not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

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