SUNDARAM FIXED TERM PLAN IH DIRECT GROWTH

Mutual Fund · 1150 DAYS · As of 18 Oct 2026, 6:56 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

72/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Only 0.4 years of history — too short to judge through a full cycle

Investment Checklist

3 / 3 checks passed

✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹10.29

As of

24 Sept 2018

Fund History Available

0.4 yrs

Short history — treat all return figures with caution

Since-Inception Return (CAGR)

7.8%

Only 0.4 yrs of history available — no clean 1Y/3Y/5Y figure yet

Annualized Volatility

0.3%

Relatively stable

Sharpe Ratio (est.)

2.96

Good risk-adj. return

Max Drawdown

-0.0%

Contained

Category Peer Comparison

Scheme	1Y Return
Axis Fixed Term Plan - Series 53 (1150 Days) - Direct Plan - Growth	—
UTI Focussed Equity Fund - Series VI (1150 Days) - Direct Plan - Growth Option	—
SBI DEBT FUND SERIES C - 9 (1150 DAYS) - DIRECT PLAN - GROWTH	—
Aditya Birla Sun Life Fixed Term Plan - Series LJ (1150 days) - Direct Plan-Growth	—

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,31,148

Estimated Gain

₹1,31,148

Watch Items

This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.