Sundaram Capital Protection Oriented Fund 5Years Series 8 Growth

Dynamic/Asset Allocation
Dynamic/Asset Allocation
Low to Moderate Risk
6.57%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
All
NAV: 06 Apr 2021
₹14.10
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹96.13Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (6)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills10.41%
Indian Railway Finance Corpn. Ltd.
FinancialDebenture9.92%
FinancialDebenture8.34%
Reserve Bank of India
FinancialT-Bills5.21%
Reserve Bank of India
FinancialT-Bills2.08%
Power Finance Corpn. Ltd.
FinancialNCD0.83%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Dynamic/Asset Allocation Dynamic/Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA12.9%6.6%7.1%
Category averageNA8.8%15.1%NA
Rank with in categoryNA297NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.14%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund management

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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