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Sundaram Capital Protection Oriented Fund 5Years Series 7 Growth
+6.85%
3Y annualised
+0.02% 1D
NAV: 08 Mar '21
₹14.28
Min. for SIP
Not Supported
Fund size
₹107.25 Cr
Expense ratio
1.15%
Holdings (3)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 18.64% |
| LIC Housing Finance Ltd. | Financial | Debenture | 8.40% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.39% |
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +4.2% | +6.8% | +6.8% | +7.4% |
| Category average (Dynamic/Asset Allocation Dynamic/Asset Allocation) | +6.8% | +8.8% | +15.1% | -- |
| Rank (Dynamic/Asset Allocation Dynamic/Asset Allocation) | -- | 37 | 11 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
About Sundaram Capital Protection Oriented Fund 5Years Series 7 Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 08 Mar 2021 is ₹14.28.
The Sundaram Capital Protection Oriented Fund 5Years Series 7 Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹500.
;
Investment Objective
The scheme seeks to minimise risk of capital loss by investing in a portfolio of fixed-income securities. It may invest a part of the assets in equity to seek capital appreciation.
Fund benchmarkCRISIL Hybrid 85+15 Conservative Index
Fund house
Rank (total assets)#17 in India
Total AUM₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,